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Best financial advisors in Potterville, MI

Registered advisers within 25 miles of Potterville, MI.

Offices
168
Firms
77
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,459,519 clients when Item 5C has a number
Avg / client
$6.88M
Combined AUM ÷ clients

Nearby offices

Firms

CIG ASSET MANAGEMENT
FOCUS PARTNERS WEALTH, LLC
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
J W KORTH & COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
SHOTWELL RUTTER BAER INC
HARBOUR INVESTMENTS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

ROGER LEWIS MILLBROOK
STEPHEN LOUIS HICKS
BLAKE C POKLEY
Noam Jasper Drews
Kiersten Heather Noall Pacino
Adrian Peter Vande Guchte
ROGER DALE BENNETT
MICHAEL Jerome SETTLE
BARBARA JOAN GILL
CRAIG LYNN MILLER
MICHAEL LOUIS GIBBONS
JUSTIN ROBERT DILLON
PAMELA JEAN HIPP
HOLLY CHRISTINA MACDONALD-KORTH
JON SAHIR KASHAT
Mark Allen Quimby
Erin Cathrine Mackie
JENNIFER LEE BLUMER
RACHAEL RUTH MALLOY
JAMES DAVID STOTENBUR
Justin Blake
Andrew Archer
Jeanne Georgi Tomasek
NICHOLAS FRANK NAUTA
Jeffrey Alan Rutter
COLE Matthew WILLIAMS
DAVID WITT SHOTWELL
Ashley Marie Sajor
JOSEPH DANIEL WILSON
Nicholas Bradley Horstman
Kiley D Blanton
LORRI ANN DOOLITTLE
Robert Scott Crocker
LARRY ALAN MENGERINK
LANCE WAYNE ROE
CHARLES EDWARD ARCHER

Within 25 miles of Potterville, MI, Best Investors lists 77 registered investment advisory firms with 168 offices nearby, managing about $10.0T in combined regulatory AUM across 1,459,519 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 Potterville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM