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Best financial advisors in Trufant, MI

Registered advisers within 25 miles of Trufant, MI.

Offices
58
Firms
22
Combined AUM
$4.34T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,011,223 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MITCH LYONS WEALTH LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

CORY RYAN PREUSS
Kyle Brooks
Jeffrey Alan Buursma
Debra Kay Nowicki
JAMES L SAKOSKI
AXEL CONTRERAS LUEVANO
Jacob Kemp
Seth Baker Donnan
Kameron M Olsen
FRANK JOSEPH NERYCHEL
JENNIFER LYNN MIERENDORF
MITCHELL WARREN LYONS
Donald John Price
Aimee Christine Ohlman
DENNIS LYNN STARBUCK
Benjamin Howard LaDuke
WILLIAM CABOT PARKER
BRYCE ANDREW ROEBKE
CHAD P ZITZELSBERGER
Mark Koppendrayer
ANDREW STEVEN WOUDWYK
Eva Lynne Trudell
Alexandrea J Spendow
Jacob Jackson
Bryan Blaine Kading
Christopher Scott Carlson
Natalie Mayumi Filker
Andrew Christopher Carlson
Alexander Ryan Niznak
Elizabeth Ann Gill
Andrew James Butler
Grace Anne Timmers

Within 25 miles of Trufant, MI, Best Investors lists 22 registered investment advisory firms with 58 offices nearby, managing about $4.34T in combined regulatory AUM across 1,011,223 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 Trufant

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM