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Best financial advisors in Saint Joseph, MI

Registered advisers within 25 miles of Saint Joseph, MI.

Offices
72
Firms
33
Combined AUM
$6.28T
Firm-wide filings, not assets booked only here
Clients
600K
600,246 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FIFTH THIRD SECURITIES, INC.
ROBERT W. BAIRD & CO. INCORPORATED
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CG ADVISORY SERVICES
KOEHLER FINANCIAL SERVICES, INC.
NORTHPOINTE INVESTMENT ADVISORY, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Rebecca Lynn Young
Druvis Juris Moruss
DAVID HARRISON KINNEY
Shawn D Kinney
ASHLEY ROXANNE STUMP
MICHAEL ANDREW KINNEY
CRAIG ALLEN HERRINGTON
RANDY BETTICH
David Wayne McNabb
Jeremy Earl Schaeffer
BETH A MARSH
ALAN HAMILTON MCKEE
MICHAEL JOSEPH WYBLE
DANIEL EVAN NORTON
Alison C Frederick
RICHARD ALAN SANDERS
ADAM MICHAEL SILL
Loren D Cunnington
JENNA MITCHELL EVERETT
SCOTT EDWARD SCHALK
Todd Heeter
Karla Kaye McLean
Lisa Ann Hammett
Brian Campbell
THOMAS FREDERICK AUSTIN
JAAKKO LAURI ROBERT KASKO
JONAH WILLIAM MCDONOUGH
ERICA LYNN MOMANY
Kristine Nicole VanDerKamp
JADEN GEBBINK
MICHAEL GREGORY CONSTANTINE
DAVID ALLEN RIETH
MATTHEW JOHN MAST
Scott Craig Silcox
Tyler Charles Streu
Sarah Ellen Iwaniuk

Within 25 miles of Saint Joseph, MI, Best Investors lists 33 registered investment advisory firms with 72 offices nearby, managing about $6.28T in combined regulatory AUM across 600,246 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 Joseph

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM