Best Investors Account Sign in

Best financial advisors in Stevensville, MI

Registered advisers within 25 miles of Stevensville, MI.

Offices
60
Firms
30
Combined AUM
$4.53T
Firm-wide filings, not assets booked only here
Clients
910K
910,199 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

DUANE EDWARD JANKA
ERICA LYNN MOMANY
Kristine Nicole VanDerKamp
THOMAS FREDERICK AUSTIN
RICHARD P. MARTIN
LUCAS M BROWN
Nicole Coar
VICTORIA LEE HOLT
DAVID HARRISON KINNEY
Shawn D Kinney
ASHLEY ROXANNE STUMP
MICHAEL ANDREW KINNEY
CRAIG ALLEN HERRINGTON
RANDY BETTICH
Rebecca Lynn Young
Druvis Juris Moruss
Douglas Michael Wall
BETH A MARSH
ALAN HAMILTON MCKEE
MICHAEL JOSEPH WYBLE
DANIEL EVAN NORTON
Alison C Frederick
RICHARD ALAN SANDERS
ADAM MICHAEL SILL
David Wayne McNabb
Jeremy Earl Schaeffer
JAAKKO LAURI ROBERT KASKO
JONAH WILLIAM MCDONOUGH
Loren D Cunnington
JENNA MITCHELL EVERETT
SCOTT EDWARD SCHALK
Todd Heeter
Karla Kaye McLean
Lisa Ann Hammett
Brian Campbell
JADEN GEBBINK

Within 25 miles of Stevensville, MI, Best Investors lists 30 registered investment advisory firms with 60 offices nearby, managing about $4.53T in combined regulatory AUM across 910,199 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 Stevensville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM