Best financial advisors in Sunfield, MI

Registered advisers within 25 miles of Sunfield, MI.

Offices

134

Firms

58

Combined AUM

$9.02T

Firm-wide filings, not assets booked only here

Clients

1.41M

1,409,502 clients when Item 5C has a number

Avg / client

$6.40M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

450 E. Saginaw Highway Ste. 101
Grand Ledge, MI 48837

FIRST HEARTLAND CONSULTANTS, INC.

9077 CHARLOTTE HWY
PORTLAND, MI 48875

EDWARD JONES

212 KENT ST SUITE #1
PORTLAND, MI 48875-1422

EDWARD JONES

14536 WILLOW BROOK DR
LAKE ODESSA, MI 48849

FOCUS PARTNERS WEALTH, LLC

11973 SWEETWATER DRIVE
GRAND LEDGE, MI 48837

EDWARD JONES

106B W RIVER STREET
GRAND LEDGE, MI 48837-1555

11.3 miles away

EDWARD JONES

118 SOUTH BRIDGE ST
GRAND LEDGE, MI 48837

11.3 miles away

OSAIC WEALTH, INC.

820 CHARLEVOIX DRIVE SUITE 270
GRAND LEDGE, MI 48837

11.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

15190 Wright Road
Grand Ledge, MI 48837

11.7 miles away

EDWARD JONES

1005 CHARLEVOIX DRIVE #170
GRAND LEDGE, MI 48837

EDWARD JONES

423 N MAIN ST
NASHVILLE, MI 49073

12.8 miles away

EDWARD JONES

431 SWARTZ CT STE 100
IONIA, MI 48846

14.5 miles away

EDWARD JONES

722 W LAWRENCE AVE SUITE B
CHARLOTTE, MI 48813

15.3 miles away

CETERA INVESTMENT ADVISERS LLC

450 SOUTH DEXTER STREET
IONIA, MI 48846

15.3 miles away

EDWARD JONES

112 E LAWRENCE AVE STE 112
CHARLOTTE, MI 48813-1519

15.5 miles away

HARBOUR INVESTMENTS, INC.

114 E LAWRENCE AVE SUITE A
CHARLOTTE, MI 48813

15.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

122 S Cochran Ave
Charlotte, MI 48813

15.5 miles away

EDWARD JONES

147 S COCHRAN AVE
CHARLOTTE, MI 48813

15.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

218 S BOSTWICK
CHARLOTTE, MI 48813

15.6 miles away

LPL FINANCIAL LLC

236 S COCHRAN AVE
CHARLOTTE, MI 48813

15.6 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

FIRST HEARTLAND CONSULTANTS, INC.

FOCUS PARTNERS WEALTH, LLC

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

HARBOUR INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

Investors

CHERI GRANT LOCKER

NICHOLAS JON VANGEEST

Kory Robert Blastic

Malcolm Thurmond

Zachary Warren Kiefer

ROGER LEWIS MILLBROOK

STEPHEN LOUIS HICKS

Noam Jasper Drews

ROGER DALE BENNETT

ADAM LEE HEINLEIN

JOEL DAVID HEINLEIN

HUEY KENT HEISE

TRACY L KENDRICK

Kiersten Heather Noall Pacino

Adrian Peter Vande Guchte

Stephen Charles O'Mara

Thomas Newell Wall

Drew J Schanski

SAUNDRA DEE HOWARD

Nicholas Bradley Horstman

Kiley D Blanton

JOSEPH DANIEL WILSON

LORRI ANN DOOLITTLE

Robert Scott Crocker

CHARLES EDWARD ARCHER

LANCE WAYNE ROE

Within 25 miles of Sunfield, MI, Best Investors lists 58 registered investment advisory firms with 134 offices nearby, managing about $9.02T in combined regulatory AUM across 1,409,502 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 Sunfield

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM