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Best financial advisors in Three Oaks, MI

Registered advisers within 25 miles of Three Oaks, MI.

Offices
155
Firms
61
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,755,605 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

CARLA VOSS GENELLY
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
CREATIVEONE SECURITIES, LLC
TRUE BLUE FINANCIAL, LLC
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.
KOEHLER FINANCIAL SERVICES, INC.
UNITED ADVISOR GROUP
PNC WEALTH MANAGEMENT LLC
CG ADVISORY SERVICES

Investors

TRACI ELIZABETH STEDER
AUNA M KUEHNLE
Douglas Michael Wall
RICHARD SCOTT ROBINSON
Craig Allen Langhofer
RICHARD P. MARTIN
LUCAS M BROWN
Nicole Coar
VICTORIA LEE HOLT
Justin Minkah Nurenberg
LAURA ELIZABETH TROYER
DUANE EDWARD JANKA
Kristine Nicole VanDerKamp
ERICA LYNN MOMANY
Alec Elias Rosario
Kendall Snider
Sarah Elaine Brown
Timothy Reynolds Gartland
LARRY ALAN DIETZ
Jeanette Marie Girton
Jonathan Ellis Salisbury
Patrick M Spence
Justin L Stevens
EVAN MICHAEL LANCASTER
THOMAS FREDERICK AUSTIN
SAMANTHA LOREN FIFE

Within 25 miles of Three Oaks, MI, Best Investors lists 61 registered investment advisory firms with 155 offices nearby, managing about $12.3T in combined regulatory AUM across 1,755,605 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 Three Oaks

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM