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Best financial advisors in Sault Sainte Marie, MI

Registered advisers within 25 miles of Sault Sainte Marie, MI.

Offices
13
Firms
8
Combined AUM
$3.04T
Firm-wide filings, not assets booked only here
Clients
439K
438,918 clients when Item 5C has a number
Avg / client
$6.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
HANTZ FINANCIAL SERVICES, INC.
KAUNISTO CAPITAL L.L.C.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

David Arthur Weber
LEISA ANNE MANSFIELD
KRISTI LYNN HARWOOD-CAUSLEY
Samantha Jo Marzean
DAVID EDWARD SCOTT
Nicholas Kibble
Joshua Michael MacDonald
JONATHON CHRISTOPHER COE
THOMAS EDWARD SHERMAN
RILEIGH PAIGE RAMBO
Patricia Ann Scheske
Jamie Nicole Sheppard
JAKOB PALMER HOPKINS
CARLIE C ANDERSON
Joshua Carr Hester
Amanda Wright
Kory Cameron Kaunisto
Steven Shawn Heiny
Peyton Lewis Blakely
GREGORY JAMES COLLINS
Craig Robert Krouth

Within 25 miles of Sault Sainte Marie, MI, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $3.04T in combined regulatory AUM across 438,918 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 Sault Sainte Marie

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 HANTZ FINANCIAL SERVICES, INC. 1,861 clients · 408 advisers $10.0B AUM 8 KAUNISTO CAPITAL L.L.C. 1 advisers $1.71M AUM