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Best financial advisors in Saint Charles, MI

Registered advisers within 25 miles of Saint Charles, MI.

Offices
165
Firms
57
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,573,281 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
VOYA FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
HANTZ FINANCIAL SERVICES, INC.
REHMANN WEALTH
MODERN WEALTH MANAGEMENT, LLC
FOUNDERS FINANCIAL SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SPC
J.P. MORGAN SECURITIES LLC

Investors

Marc Hurley Kaeckmeister
Douglas Henry Moeggenborg
ALAN JOSEPH SJOBERG
GREGORY CHARLES BRUFF
Alecia Lynn Agnew
ARTHUR J NIETLING
Gage Michael Ruddy
Samuel Henry Forsyth
Kaiden Andrew Heinrich
MARTIN PATRICK MAIER
Steven H Kozdron
DREWE LYNN ROBINSON
DAVID CHARLES BELLSKY
STEVEN PAUL MASKER
Collin Jon Reinert
Julia Elizabeth Jodoin
MATTHEW RYAN MCINERNEY
PETER JOSEPH KUMAR
MANUEL CHRISTOPHER SANCHEZ
FRED BOUDIAB CARTER
RYAN STEWART NEIL
JOSEPH JOHN ZAITER
Ryan Philip Hammis
JONATHAN MCNEILL GARDEY
MELISSA ANN SEAMON
JEFFERY RALPH GOSEN
ZACHARY PETER TURNER
Brandon Fiting
DANIEL CARL BOEHLER
Zachary James Stedry
CAMMY SUE JOHNSON DOMINE
ROBERT GRAHAM JOHNSON
CLINT ADAM BAUSCHATZ
Russell L Thomas
Beth DeLeeuw

Within 25 miles of Saint Charles, MI, Best Investors lists 57 registered investment advisory firms with 165 offices nearby, managing about $10.3T in combined regulatory AUM across 2,573,281 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 Saint Charles

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM