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Best financial advisors in Port Sheldon, MI

Registered advisers within 25 miles of Port Sheldon, MI.

Offices
346
Firms
115
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,531,037 clients when Item 5C has a number
Avg / client
$5.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC FINANCIAL GROUP, L.L.C.
ABBIT MANAGEMENT CORP
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CLEARVIEW CAPITAL
THE HUNTINGTON INVESTMENT COMPANY
CHARLES SCHWAB & CO., INC.

Investors

Jeffrey Bodkins
Zachary Thomas Flynn
Scott E Deater
SARAH JEAN VAN DYKE
Jessie Devine
Cameron Stirdivant Rios
CARRIE L ROBERTS
SAMUEL D MARTIN
Henry Hasse
CHRISTOPHER WALDEN TANKE
Connor William Maki
STEPHANIE PAIGE GREENE
Samuel Mason Westers
JOSEPH EDWARD RISSELADE
JAMES EDWARD SLATER
Samantha Lynn Enerson
Thomas Gerard Baetens
DERRICK MICHAEL COLEMAN
BENJAMIN MAX GENSER
Logan S Faustyn
Scott Jeffrey Jungling
TERRY L JORDAN
ROGER ANTHONY SIEGEL
CATHLEEN M CUNNINGHAM
Krista Shoemaker
ERIC JOHN GRITTER
RYAN DAVID FRY
JESSICA ANN BOSMA
Steve Lee Townsend
Kurtis L Kamminga

Within 25 miles of Port Sheldon, MI, Best Investors lists 115 registered investment advisory firms with 346 offices nearby, managing about $14.6T in combined regulatory AUM across 2,531,037 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Port Sheldon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM