Best Investors Account Sign in

Best financial advisors in Sand Lake, MI

Registered advisers within 25 miles of Sand Lake, MI.

Offices
277
Firms
126
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,026,880 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
MITCH LYONS WEALTH LLC

Investors

Seth Baker Donnan
Kameron M Olsen
FRANK JOSEPH NERYCHEL
Jeffrey Alan Buursma
Aimee Christine Ohlman
DENNIS LYNN STARBUCK
Benjamin Howard LaDuke
WILLIAM CABOT PARKER
BRYCE ANDREW ROEBKE
CHAD P ZITZELSBERGER
Mark Koppendrayer
ANDREW STEVEN WOUDWYK
Eva Lynne Trudell
Alexandrea J Spendow
Konrad Raclawski
MITCHELL WARREN LYONS
Donald John Price
Paul Alan Storm
RANDY ALLEN SCHMIDT
James Robert Tabb
Kimberly Margaret Hensley
CHRISTINE ANN LERCHEN
Bryan Blaine Kading
Jacob Jackson
Christopher Scott Carlson
Natalie Mayumi Filker
Andrew Christopher Carlson
CORY RYAN PREUSS
Kyle Brooks
Debra Kay Nowicki

Within 25 miles of Sand Lake, MI, Best Investors lists 126 registered investment advisory firms with 277 offices nearby, managing about $14.2T in combined regulatory AUM across 3,026,880 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 Sand Lake

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM