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Best financial advisors in Whitehall, MI

Registered advisers within 25 miles of Whitehall, MI.

Offices
89
Firms
32
Combined AUM
$9.67T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,485,599 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
LFN ADVISORS INC.
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
BRAEBURN WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EMBARK FINANCIAL PARTNERS

Investors

JAMES DANIEL BIRD
EDWARD DALE MCCOMBS
MARCI LYNN BENTZ
Scott A Geiger
Danielle Ryann Priest
THERESA ANN MOUW
BRADLEY D RECKNAGEL
JOHN P MCDANIEL
Colton Richard Kantola
Seth Andrew Adkins
Christine E Church
RYAN MATTHEW BEISHUIZEN
JONATHAN DAVID COX
DAVID JOHN BRUS
TROY DAVID FOX
DANIEL FRANKLIN PEACOCK
KENT LUTHER JOHNSON
MICHAEL J MARKEY
MELINDA SUE WEISS
ERNEST DALE ANDERSON
ROYCE ELLIOTT YOUNG
ALLEN JOHN KOWALSKI
Michael Paul Valachovics
Michael A. Brzozowski
MICHAEL WILLIAM LADD
STACI MARIE GEIGER
JESSICA LYNN BYARD
LORI ANN VIEAU
Nicholas Henry Grinzinger
CATERINA HOLT
Blaire McCarthy Hilt
Mason James Norden
Mark C Roller
Martin Raymond Majchrzak
JAMES DAVID PANOZZO
MICHAEL ALLEN POLAND
Dimitri Michael Poland
Logan Metcalf
MARK PATRICK HARRIE
BRETT BURZA
KARMEN K GEARHART
Jay Dodds Wallace
Emily Nichole Urbaniak
Breanna Hansen

Within 25 miles of Whitehall, MI, Best Investors lists 32 registered investment advisory firms with 89 offices nearby, managing about $9.67T in combined regulatory AUM across 1,485,599 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 Whitehall

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM