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Best financial advisors in Bay Mills, WI

Registered advisers within 25 miles of Bay Mills, WI.

Offices
17
Firms
12
Combined AUM
$2.87T
Firm-wide filings, not assets booked only here
Clients
641K
640,879 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
GLOBAL RETIREMENT PARTNERS LLC
SGL FINANCIAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
HECK CAPITAL ADVISORS, LLC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

SARA DANAE OLSEN
Blair David Otterholt
Mary Kathleen Piraino
DAVID SCHMITZ
MICHAEL RAY BOYD
Bryan James Kronberger
TRAVIS JOSEPH BROCK
DAVID ROBERT MANNIKKO
RYAN CRAIG HETLAND
Buck WJ Kipper
DAVID J HOLPERIN
KATHLEEN ERIN ANDERSON
PAMELA PATRICE BISHOP
JOHN PAUL REINTHALER
STEVIE LYNN RADZINSKI
BENJAMIN CHRISTIAN OPSAL
OTONA R LAVENDER
connor j showalter
Samuel John Brettingen
Olivia Helen Stoll
Noelle Adler
Jack J Wasserman
Reece David Stangel
KENNETH ROBERT HECK
DAVID MARTIN HECK
DONNA MARIE BLAMBERG
Grace Elizabeth Heck
MATTHEW ADAM GAST
JOHN KNOLL
Erik Daniel Sherfinski
VALORIE PEARL GAST
GEORGE EDWARD MILLER
MATTHEW ALLEN TRYPUC
Kevin Allen Cohrs
Ian William Cohrs
Kelly Brian ODay
Robert Michael Oemig
Katie Ann Helmstadter
Joseph Robert Simkovic
David Scott Purmal
Christopher John Robinson
Carl Dodge

Within 25 miles of Bay Mills, WI, Best Investors lists 12 registered investment advisory firms with 17 offices nearby, managing about $2.87T in combined regulatory AUM across 640,879 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 Bay Mills

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM