Best financial advisors in Portland, MI

Registered advisers within 25 miles of Portland, MI.

Offices

132

Firms

56

Combined AUM

$8.90T

Firm-wide filings, not assets booked only here

Clients

1.41M

1,409,390 clients when Item 5C has a number

Avg / client

$6.31M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

212 KENT ST SUITE #1
PORTLAND, MI 48875-1422

FIRST HEARTLAND CONSULTANTS, INC.

9077 CHARLOTTE HWY
PORTLAND, MI 48875

STATE FARM INVESTMENT MANAGEMENT CORP.

450 E. Saginaw Highway Ste. 101
Grand Ledge, MI 48837

EDWARD JONES

431 SWARTZ CT STE 100
IONIA, MI 48846

CETERA INVESTMENT ADVISERS LLC

450 SOUTH DEXTER STREET
IONIA, MI 48846

10.2 miles away

LPL FINANCIAL LLC

111 N KIDD ST STE 101
IONIA, MI 48846

10.5 miles away

EDWARD JONES

222 WEST MAIN STREET
IONIA, MI 48846

10.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

213 W Main St
Ionia, MI 48846-1638

10.5 miles away

EDWARD JONES

537 W Main Street Unit 1
Ionia, MI 48846

10.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

15190 Wright Road
Grand Ledge, MI 48837

11.2 miles away

EDWARD JONES

14536 WILLOW BROOK DR
LAKE ODESSA, MI 48849

11.9 miles away

EDWARD JONES

106B W RIVER STREET
GRAND LEDGE, MI 48837-1555

12.4 miles away

EDWARD JONES

118 SOUTH BRIDGE ST
GRAND LEDGE, MI 48837

12.4 miles away

FOCUS PARTNERS WEALTH, LLC

11973 SWEETWATER DRIVE
GRAND LEDGE, MI 48837

12.7 miles away

OSAIC WEALTH, INC.

820 CHARLEVOIX DRIVE SUITE 270
GRAND LEDGE, MI 48837

13.1 miles away

EDWARD JONES

1005 CHARLEVOIX DRIVE #170
GRAND LEDGE, MI 48837

13.4 miles away

CETERA INVESTMENT ADVISERS LLC

356 E MAIN ST
SARNAC, MI 48881

14.2 miles away

CETERA INVESTMENT ADVISERS LLC

356 E MAIN ST
SARANAC, MI 48881

14.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

7201 W Saginaw Hwy, Suite 202A
Lansing, MI 48917

16.7 miles away

PNC WEALTH MANAGEMENT LLC

6400 W. SAGINAW HWY.
LANSING, MI 48917

17.3 miles away

Firms

FIRST HEARTLAND CONSULTANTS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FOCUS PARTNERS WEALTH, LLC

OSAIC WEALTH, INC.

PNC WEALTH MANAGEMENT LLC

Investors

Kory Robert Blastic

Malcolm Thurmond

NICHOLAS JON VANGEEST

CHERI GRANT LOCKER

Stephen Charles O'Mara

Thomas Newell Wall

Drew J Schanski

SAUNDRA DEE HOWARD

JESSE HAROLD LANGSCHIED

ROBERT JAMES DIEKEMA

Zachary John Sheehan

Ryan Richard Secor

Samantha Ringler

ADAM LEE HEINLEIN

JOEL DAVID HEINLEIN

HUEY KENT HEISE

TRACY L KENDRICK

Zachary Warren Kiefer

ROGER LEWIS MILLBROOK

STEPHEN LOUIS HICKS

Noam Jasper Drews

ROGER DALE BENNETT

Kiersten Heather Noall Pacino

Adrian Peter Vande Guchte

VIRGIL ARTHUR BIGGS

GINGER DEA ROBERTS

THOMAS DEAN DICKINSON

LARRY ALAN MENGERINK

WILLIAM BEHNKE III

Within 25 miles of Portland, MI, Best Investors lists 56 registered investment advisory firms with 132 offices nearby, managing about $8.90T in combined regulatory AUM across 1,409,390 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 Portland

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM