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Best financial advisors in Saint Helen, MI

Registered advisers within 25 miles of Saint Helen, MI.

Offices
10
Firms
6
Combined AUM
$2.77T
Firm-wide filings, not assets booked only here
Clients
726K
726,066 clients when Item 5C has a number
Avg / client
$3.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC

Investors

Lori Lynn Born
SHANNON PATRICIA SCHIEBEL
ELIZABETH DAWN FORTINO
ROGER DUANE HUGHEY
BRENDEN ARNOLD STEPHENSON
Tess Sheree Childs
Wayne Allen Winter
Hunter Mires
Michael H Fetrow
CHRISTI LYNN NEUBECKER
Anna Travis Reihl

Within 25 miles of Saint Helen, MI, Best Investors lists 6 registered investment advisory firms with 10 offices nearby, managing about $2.77T in combined regulatory AUM across 726,066 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 Helen

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM