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Best financial advisors in Shepherd, MI

Registered advisers within 25 miles of Shepherd, MI.

Offices
81
Firms
31
Combined AUM
$5.04T
Firm-wide filings, not assets booked only here
Clients
719K
718,807 clients when Item 5C has a number
Avg / client
$7.01M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SCHAFER INVESTMENT GROUP, INC.
HANTZ FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC

Investors

JASMINE GAYLE EICHINGER
Caroline Joy Lake
Jena Marie Cashen
Chad Mitchell Schafer
Laura Sue Crawford
Paul Christian Heuschele
Shane Jenkins
RYAN STEVEN LEY
William John Sienko
MAXWELL IVAN SPIESS
Christopher Dean Whitehead
Michael Paul McDonnell
WESLEY PAUL KENNY
Cynthia Rene Harry
JOHN FREDERICK BEEBE
JARED WADE MERCHANT
SUSAN LOUISE ETTINGER
JOHN ANDERSON LEMMERMANN
DOUGLAS LEE HOARD
Bradly James Mott
Todd M Bennett
Alexander Ryan Niznak
Lori Ann Neeb
Caden Kipp
Patrick Gerard Duffy
Benjamin Duane Bontrager
Sarah Katherine-Courtney Foster
KEVIN DAVID NICHOLS
SHANNON LYNN NAGY
Samuel Beals
JOHN WILLIAM POBANZ
JAMES BRIAN HANCOCK
DANIEL R. DE JONG
Stephen Matthew De Jong
Erin M Ludwig
Brianna Marie Bitzer
Justin Alan Cole
MAURY SHAWN IRWIN
Robert Roy Boerner
Matthew Charles Murray
Zachary Robert Schmid
Adam Thiel
Janis Brown

Within 25 miles of Shepherd, MI, Best Investors lists 31 registered investment advisory firms with 81 offices nearby, managing about $5.04T in combined regulatory AUM across 718,807 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 Shepherd

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM