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Best financial advisors in Watervliet, MI

Registered advisers within 25 miles of Watervliet, MI.

Offices
59
Firms
27
Combined AUM
$4.85T
Firm-wide filings, not assets booked only here
Clients
633K
633,370 clients when Item 5C has a number
Avg / client
$7.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HARBOUR INVESTMENTS, INC.
TRUE BLUE FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
M HOLDINGS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Paul Floyd Hix
Kristine Nicole VanDerKamp
Grace Anne Gant
DUANE EDWARD JANKA
Zachary A Richards
Jay Doll
RICHARD P. MARTIN
LUCAS M BROWN
Nicole Coar
VICTORIA LEE HOLT
Douglas Michael Wall
NATHAN DONALD ROCK
Rebecca Sue Brown
Drew Allen Mikel
KIM DIANE WOODEN
Jennifer Riffle Salmon
Anna C Zlotnicki
HARRY JAMES MCGOWAN
Liam Conall Millican
CARL WILLIAM DOERSCHLER
Ryan Kessler
Brett Arthur Cropsey
LAURA ELIZABETH TROYER
Justin Minkah Nurenberg

Within 25 miles of Watervliet, MI, Best Investors lists 27 registered investment advisory firms with 59 offices nearby, managing about $4.85T in combined regulatory AUM across 633,370 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 Watervliet

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM