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Best financial advisors in Waldron, MI

Registered advisers within 25 miles of Waldron, MI.

Offices
36
Firms
16
Combined AUM
$2.94T
Firm-wide filings, not assets booked only here
Clients
405K
404,863 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
SPC
EDWARD JONES
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.
THE HUNTINGTON INVESTMENT COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MICHAEL L JOHNSON
BILL J MANN
Kimberly R Baker
Anthony Jackson
JAMES M REEVES
Owen W Newlove
Jacob Newlove
Wanda L. Newlove
AMANDA JO WHEELER
GREGORY KEITH ELLIOTT
Don Luigi Toffolo
Kenneth B Bowman
Todd Clifford Wilson
Ilka Mitkova Witt
MICHAEL DANIEL DEMPSEY
RUSSELL LEO DEMPSEY
LYNETTE KAY SAYLER
Gregory Roy Gotham
Brandon Royce Ohlinger
REUBEN LIONEL TORRES
HARRY BRUCE STEELE
MATTHEW GREGORY EICHORN

Within 25 miles of Waldron, MI, Best Investors lists 16 registered investment advisory firms with 36 offices nearby, managing about $2.94T in combined regulatory AUM across 404,863 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 Waldron

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM