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Best financial advisors in Vanderbilt, MI

Registered advisers within 25 miles of Vanderbilt, MI.

Offices
28
Firms
15
Combined AUM
$3.88T
Firm-wide filings, not assets booked only here
Clients
779K
779,377 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
GV BLACK CAPITAL MANAGEMENT, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
MCDONALD PARTNERS LLC
RETIREMENT & INVESTMENT PLANNING, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASH MATSON WEALTH PARTNERS, INC.

Investors

Austin Mackenzie Spires
Benjamin Katterman
Philip William Hofweber
Meredith Ellen Feole
Kirk William Johnston
Toni Straughen
NATASHA LYNN THOMAS
COURTNEY SUE SPARKS
Chris A Dandeneau
MATTHEW H DEWILDT
Brandon Weir
BETSY M BRITTON
RANDALL SCOTT FLINN
PAUL RICHARD MOODY
Ruth A Skop
Elizabeth K Berge
James L Richman
Robert George Waldvogel
Joshua Nunneley
Daniel Robert Ledingham
TYLER SAMUEL SPENCE
DAVID EDWARD FARLEY
MICHELLE ANN SHAWN
KIMBERLY ANN PHELPS
DOUGLAS ALAN BROWN
Kirsten Rene Reynolds
JEFFREY JOHN KAZMIERSKI

Within 25 miles of Vanderbilt, MI, Best Investors lists 15 registered investment advisory firms with 28 offices nearby, managing about $3.88T in combined regulatory AUM across 779,377 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 Vanderbilt

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM