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Best financial advisors in Saint James, MI

Registered advisers within 50 miles of Saint James, MI.

Offices
34
Firms
18
Combined AUM
$4.14T
Firm-wide filings, not assets booked only here
Clients
807K
806,599 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

BIOSTAR CAPITAL
EDWARD JONES
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MARIPAU WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
NICOLET WEALTH MANAGEMENT
ASH MATSON WEALTH PARTNERS, INC.

Investors

Carrie Lynn Titus
Sarah Elizabeth Polleys
Benjamin Michael Muladore
Sarah Katherine-Courtney Foster
MARIE KLINE SMITH
KEVIN MICHAEL FINN
MATTHEW K GLASER
Timothy Sean Knapp
DAVID RICHARD LIGOTTI
MARIANNE WATSON
David Hugh Elliott
ANDREW JOHN CRAIG
Charles Celestine Frieler
Jeffrey Alan Neill
JEFF DUANE WYNDER
JENNIFER MACKENZIE
Andrew Glover
MITCHELL BLAINE GLOVER
JASON THOMAS COUTCHER
ROCHELLE JILLENE ROERIG
ANDREW MARTIN
HENRY C PFEIFER
Iryna Barkley
Lori Marie Komondy
CHRISTIAN MARC JOHNSON
Nathan Oostmeyer
JEFFREY JOHN KAZMIERSKI

Within 50 miles of Saint James, MI, Best Investors lists 18 registered investment advisory firms with 34 offices nearby, managing about $4.14T in combined regulatory AUM across 806,599 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 James

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM