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Best financial advisors in Posen, MI

Registered advisers within 25 miles of Posen, MI.

Offices
18
Firms
10
Combined AUM
$3.04T
Firm-wide filings, not assets booked only here
Clients
540K
539,597 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE STREET FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
WATERSHED WEALTH

Investors

Courtney Louise Mertz
Brent James Osterhout
Matthew Paul Bredow
Chloe Ferguson
Marc K. Ferguson
Bryan Dale Strong
Benjamin N Strong
Andrew J Kowalski
NICHOLAS BLISS
Cameron Bernicki
JOHN CULBERTSON SHORT
MOLLY MARGARET BENSON
JAY BRIAN HAMMOND
JULIE ANN POWERS
AUSTIN P WILLSON
MARK WILLIAM JACKSON
Jeffrey Alan Niemetta
Samuel Powell Rumbles
Charles Robert Ingle
ALBERT R. SENCHUK
PHILIP THOMAS STRALEY
LEIGH ASHLEY ROBERTSON
Griffin Fairchild
Jessica Sue Howard
MICHELLE M. WOODRUFF
TYLER JENSEN HOES
GRIFFIN M SADDLER

Within 25 miles of Posen, MI, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $3.04T in combined regulatory AUM across 539,597 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 Posen

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM