Best financial advisors in Union City, MI

Registered advisers within 25 miles of Union City, MI.

Offices

68

Firms

24

Combined AUM

$5.80T

Firm-wide filings, not assets booked only here

Clients

583K

583,054 clients when Item 5C has a number

Avg / client

$9.95M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

220 N BROADWAY ST
UNION CITY, MI 49094

STATE FARM INVESTMENT MANAGEMENT CORP.

8363 M 60
Union City, MI 49094

SPC

365 Northshore Drive
Coldwater, MI 49036

EDWARD JONES

327 WEST CHICAGO STREET
COLDWATER, MI 49036

EDWARD JONES

97 MARSHALL STREET
COLDWATER, MI 49036

AE WEALTH MANAGEMENT, LLC

163 E Chicago Rd
Coldwater, MI 49036

EDWARD JONES

285 DIVISION STREET
COLDWATER, MI 49036

LPL FINANCIAL LLC

829 EAST CHICAGO STREET
COLDWATER, MI 49036

EDWARD JONES

863 E CHICAGO ST
COLDWATER, MI 49036

11.1 miles away

EDWARD JONES

215 W CHICAGO ST
BRONSON, MI 49028

CETERA INVESTMENT ADVISERS LLC

109 W CHICAGO ST
QUINCY, MI 49082

13.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

3566 CAPITAL AVE SW STES 200 & 201
BATTLE CREEK, MI 49015

14.5 miles away

EDWARD JONES

12898 BEADLE LAKE RD SUITE 120
BATTLE CREEK, MI 49014-0000

14.6 miles away

RAYMOND JAMES & ASSOCIATES, INC.

3200 Capital Ave SW Suite B
Battle Creek, MI 49015

14.9 miles away

EDWARD JONES

3164 CAPITAL AVENUE SW
BATTLE CREEK, MI 49015

14.9 miles away

KESTRA ADVISORY SERVICES, LLC

500 Country Pine Lane, Suite 1
Battle Creek, MI 49015

KESTRA ADVISORY SERVICES, LLC

500 Country Pine Lane Ste. 1
BATTLE CREEK, MI 49015

EDWARD JONES

4625 BECKLEY RD STE 400 A
BATTLE CREEK, MI 49015

15.3 miles away

ROBERT W. BAIRD & CO. INCORPORATED

4625 Beckley Road, Building 200
BATTLE CREEK, MI 49015

15.3 miles away

WEALTH EASE WEALTH MANAGEMENT

1106 S KALAMAZOO AVE
MARSHALL, MI 49068

16.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

KESTRA ADVISORY SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

WEALTH EASE WEALTH MANAGEMENT

Investors

Brendan McCarthy

Jason David McBride

ROBERT DAVID RUMSEY

Jason Robert Wright

Donna Berry Hines

William Eugene West

TAMMI ANN SCHORFHAAR

Tracy Lynn Kelley

Grant Ray Kelley

MICHAEL DEAN SMEENGE

Jordan Alexander Butler

Allison Paige O'Connell

Derek Steven Shaw

Elisa Lavon Manley

STACY ROCHELLE RAYMOND

CHARLES JOSEPH CARROLL

JEFFREY BLAKE SOVERN

SUZAN MARIE HORVATINOVICH

Justin A Schaub

Michael M Wickemeyer

JONATHAN TOWNE MELGES

SANDRA MARCELA MELGES

BRENNAN LEWIS BENNETT

Katie Mae Atkinson

Karen Atkinson Reeves

RICHARD MARK TSOUMAS

Sarah Lynn LaFountain

MICHAEL EMANUEL LEIFELD

TIMOTHY OLIN DALLY

WILLIAM W SIMONDS

STEPHEN A JENKINS

AUSTIN ERWIN RINARD

Todd Dean Candelaria

Within 25 miles of Union City, MI, Best Investors lists 24 registered investment advisory firms with 68 offices nearby, managing about $5.80T in combined regulatory AUM across 583,054 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 Union City

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM