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Best financial advisors in Trout Creek, MI

Registered advisers within 50 miles of Trout Creek, MI.

Offices
23
Firms
10
Combined AUM
$2.27T
Firm-wide filings, not assets booked only here
Clients
415K
415,360 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
THINK WEALTH MANAGEMENT
LPL FINANCIAL LLC
GATEWAY WEALTH PARTNERS, LLC
PACKERLAND BROKERAGE SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
1885 CAPITAL
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Michael Scott Ostermeyer
Jacob Michael Ostermeyer
DEAN ALLAN KACZOROWSKI
Cathy Richardson
Jaymes F Aldrich
Lucas Stuart Isaacson
Ryan O'Grady
STEPHANIE ANN NOCERINI
THOMAS ALLEN WITTKOPF
Benjamin Robert Casselberry
DOUGLAS HOWARD STEINER
CONNIE J CAMPBELL
Chad Kielty
Justen James Schemmel
RONALD KEVIN PATTERSON
SHANE MICHAEL ZARUBA
ELLIOTT ADAM HURFORD
Christopher Robert Riesgraf
Adam Hunter Rajala
John W Nelson
Anthony P Fisher
ERIN ELIZABETH THOMPSON
Bradley Michael Simonsen
Jada E Hamar
EDWARD MICHAEL SIMONSEN
Sara Elizabeth Lahti
JEFFREY ALEXANDER THORNTON

Within 50 miles of Trout Creek, MI, Best Investors lists 10 registered investment advisory firms with 23 offices nearby, managing about $2.27T in combined regulatory AUM across 415,360 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 Trout Creek

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 GATEWAY WEALTH PARTNERS, LLC 50 clients · 94 advisers $2.28B AUM 8 PACKERLAND BROKERAGE SERVICES, INC. 25 clients · 181 advisers $1.36B AUM