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Best financial advisors in Saugatuck, MI

Registered advisers within 25 miles of Saugatuck, MI.

Offices
113
Firms
45
Combined AUM
$7.23T
Firm-wide filings, not assets booked only here
Clients
1.97M
1,965,095 clients when Item 5C has a number
Avg / client
$3.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
JOHN M. LEONARD, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ARETE WEALTH ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
BRANCH CAPITAL MANAGEMENT

Investors

Glen Alan McNeil
Grace D McNeil
JOHN MICHAEL LEONARD
Barbara N McNally
Michael John Kempker
Daniel Castaneda
Vinh Doan
Ethan Clark
KEVIN ANDREW CONDON
Scott Wade Pedersen
Ian Foreman
ANGELA HOLMES
Daniel Paul DeWeerdt
Lee D Bosko
Theodore Glenn Simpkins
Ross Warren Diekema
Connor Simpkins
Anna Helen Filcik
Bryan Lee Zichterman
PENNY DENISE LEAL
WILLIAM LAWRENCE OCKERLUND
Kyle Fitzgerald Bigford
Sandra Rae Baughman
Christopher Jay Kuipers
Hope Brophy Lesperance
Andrew B Lesperance
GARY TODD COOPER
MATTHEW JAMES GROTENHUIS
Kimberly Lynn Bos
Alexander J Bos
JOHN LEO JOLIAT
DANIEL NELSON GILLETT
DEAN VANDERZEE
Erin Michele-Avery Zylman
Julia Maltbie

Within 25 miles of Saugatuck, MI, Best Investors lists 45 registered investment advisory firms with 113 offices nearby, managing about $7.23T in combined regulatory AUM across 1,965,095 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 Saugatuck

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM