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Best financial advisors in Spring Lake, MI

Registered advisers within 25 miles of Spring Lake, MI.

Offices
198
Firms
62
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,483,177 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
EXCHANGE STREET CAPITAL
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
DB & C ADVISORS, LLC
ON INVESTMENT MANAGEMENT CO
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Margaret Elizabeth Doornewerd
TAGGERT MARSHALL KELLY
Andrew Barney
JOSEPH NEHRA SHERBURN
Colin Bennett McKey
Evan Christopher Llewellyn
Lawrence Richard Louzon
Curtis Ryan Lucas
MELANIE NICOLE MEYER
Jennifer Boodt
DOUGLAS BLAINE HEINS
Levi Arthur Haight
SHANNON PAUL SIMON
Matthew Werner Strong
ALISHIA MARIE TERRILL
Luke Aaron Reising
THOMAS LEONARD BRACIAK
JAMES PRESTON MANION
ANDREW JOHN BROWN
Zachary Manion
DARRYL JAMES JARMOSCO
JENNIFER ELIZABETH CROUSE
JOSEPH ROBERT GREEN
CHERYL LYNN WILCZAK
KIMBERLY KAY SAVOIE
KEVIN EDWIN JARCHOW
Julie Joan DeSanto
RYAN DAVID FRY

Within 25 miles of Spring Lake, MI, Best Investors lists 62 registered investment advisory firms with 198 offices nearby, managing about $11.4T in combined regulatory AUM across 2,483,177 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 Spring 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM