TOP 30 Best Asset management firms in Michigan

Edward Jones - Financial Advisor: Shelly J Larson is a trusted financial institution located at 217 6th Street in Calumet Township, Michigan, United States. Shelly J Larson is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Shelly J Larson and the team at Edward Jones are committed to providing top-notch financial services and support. Visit us today to start planning for a secure financial future.

Kristina Behrens is a Financial Advisor at Ameriprise Financial Services, LLC located at 1901 West Ridge Street in Marquette, Michigan, United States. Kristina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Kristina's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for various client needs. Contact Kristina Behrens at Ameriprise Financial Services, LLC for comprehensive financial advice and services.

Steven Parrett - Financial Advisor, Ameriprise Financial Services, LLC, located at 209 Ludington Street, Escanaba, Michigan, United States, offers a complimentary initial consultation for individuals looking to secure a more confident financial future. The institution provides an overview of financial planning concepts during the consultation, although written analysis and recommendations are not included. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser, and securities are offered by the same institution. Steven Parrett is registered to conduct securities business with residents of specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, and the institution emphasizes privacy and security measures for its clients. Feel free to refer friends or family members to Ameriprise Financial for assistance in achieving their financial goals.

Raymond James Financial Services is a reputable finance institution located at 812 Ludington Street in Escanaba, Michigan, United States. They offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping their clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.

Thrivent Financial-Lutherans is a finance institution located at 1612 Ludington Street, Escanaba, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we start by understanding your unique situation and goals. Our financial advisors can help match you with resources based on your top financial concerns and work with you to identify strategies and solutions to help you achieve your goals. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you take on the challenges and opportunities life gives you. We are passionate about giving back and offer generosity programs and charitable planning options to help you live generously.

The LPL Financial Practice of David E. Scott, CFP® & Nicholas J. Kibble, AAMS®, CPFA® is a finance institution located at 812 Ashmun Street in Sault Ste. Marie, Michigan, United States. Our team is dedicated to helping you and your loved ones by creating a comprehensive financial plan to help you achieve your goals. We offer a range of services to address your concerns, needs, and goals, guided by our business philosophy that prioritizes personalized care and attention to detail. Our experienced professionals, including David Scott, CFP®, are committed to providing top-notch financial guidance and support.

Edward Jones - Financial Advisor: Ruth A Skop, AAMS™ is a trusted financial institution located at 101 South Lake Street in Boyne City, Michigan, United States. As a dedicated financial advisor, Ruth A Skop, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on comprehensive wealth management and investment strategies, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or building wealth for the future, Edward Jones - Financial Advisor: Ruth A Skop, AAMS™ is committed to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Brian Postma is a trusted financial institution located at 60 Division Street in Manistee, Michigan, United States. As a reputable finance firm, Brian Postma offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Brian Postma is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Fifth Third Securities - Bradley Recknagel is a finance institution located at 621 Dykstra Road in Muskegon, Michigan, United States. With a focus on providing top-notch financial services and investment opportunities, Fifth Third Securities - Bradley Recknagel is dedicated to helping clients achieve their financial goals. The institution is known for its expertise in the finance industry and commitment to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fifth Third Securities - Bradley Recknagel is here to help you every step of the way.

Merrill Lynch Financial Advisor Kimberly Lynn Martin is a finance institution located at 380 West Western Avenue, Muskegon, Michigan, United States. Our team is dedicated to providing proactive financial advice and guidance to help your business, associates, and families thrive. With offices in West Michigan and Chicago, Illinois, we serve clients throughout the United States. As a designated Bank of America advisor, Senior Resident Director - Wealth Management Advisor, Hammond, Martin & Associates is committed to understanding your institution's needs and goals. Our team of talented specialists offers personalized service and expertise to help you navigate the financial landscape and achieve your objectives.

Carter Dood is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2856 Port Sheldon Street, Hudsonville, Michigan, United States. Specializing in finance, Carter offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates as life changes, Carter helps clients track and achieve their financial goals. Clients can access their investments and accounts securely from any device. Those interested can schedule a complimentary initial consultation to learn more about Carter's services. Carter Dood is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family to Carter for assistance with their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Collaborative Wealth Strategies, located at 109 East Main Avenue in Zeeland, Michigan, is a finance institution that offers a unique approach to financial and investment guidance. Established in 2011, our team believes in the power of collaboration between advisors, accountants, and attorneys to create comprehensive financial plans for our clients. As an independent broker/dealer and registered investment advisor, we are able to provide personalized recommendations tailored to your specific situation. Our goal is to ensure that you receive the best fit for your financial needs.

Scott Hillary is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Scott helps clients navigate complex financial situations and make informed decisions. Whether you are planning for retirement, managing investments, or preparing for life events, Scott Hillary is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: David W Lucas is a trusted finance institution located at 1743 142nd Avenue, Dorr, Michigan, United States. As a dedicated financial advisor, David W Lucas provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: David W Lucas is committed to helping individuals and families secure their financial future.

ClearView Investments is a leading finance institution located at 1360 Baldwin Street in Georgetown Township, Michigan, United States. With a strong reputation for providing top-notch investment services, ClearView Investments offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, ClearView Investments has the expertise and resources to guide you every step of the way. Trust ClearView Investments to provide clear, transparent, and personalized investment strategies tailored to your unique needs.

Jordan Leaman, CFP®, CKA® | Cornerstone Wealth Partners is a leading financial institution located at 5751 Byron Center Avenue Southwest in Wyoming, Michigan, United States. Our team of certified financial planners and wealth advisors are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized financial planning, investment management, and retirement planning services to individuals and families. With a focus on integrity, transparency, and excellence, we strive to provide our clients with the highest level of service and expertise. Contact us today to learn more about how we can help you build and protect your wealth.

Edward Jones - Financial Advisor: Emily M Taylor, AAMS™ is a reputable finance institution located at 2577 84th Street Southwest, Byron Center, Michigan, United States. Emily M Taylor, an Accredited Asset Management Specialist, offers personalized financial advisory services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Emily M Taylor provides comprehensive financial planning, investment strategies, and retirement planning solutions. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Edward Jones - Financial Advisor: Emily M Taylor, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Fifth Third Securities - Kendall Vander Meulen is a reputable finance institution located at 530 Baldwin Street in Georgetown Township, Michigan, United States. With a strong focus on providing top-notch financial services and investment solutions, Fifth Third Securities - Kendall Vander Meulen is dedicated to helping clients achieve their financial goals. The institution offers a wide range of investment products and services, personalized financial advice, and expert guidance to help clients navigate the complex world of finance. With a team of experienced professionals, Fifth Third Securities - Kendall Vander Meulen is committed to delivering exceptional service and building long-lasting relationships with their clients.

Olsson Investment Group-Wedbush Securities is a prestigious finance institution located at 1011 Fulton Street East in Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch investment services, the institution offers a wide range of financial solutions to help clients achieve their financial goals. From wealth management to investment advisory services, Olsson Investment Group-Wedbush Securities is dedicated to providing expert guidance and personalized support to help clients make informed decisions about their financial future. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses looking to grow and protect their wealth.

Lincoln Financial Advisors is a leading financial institution located at 218 Maple Street in Big Rapids, Michigan, United States. As a trusted name in the finance industry, Lincoln Financial Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lincoln Financial Advisors can provide you with expert guidance and support. Visit their office in Big Rapids today to learn more about how they can help you secure your financial future.

Diversified Financial Concepts is a finance institution located at 1414 84th Street Southwest in Byron Center, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you need help with investments, retirement planning, or estate planning, we are here to help you navigate the complexities of the financial world. Visit us today to learn more about how Diversified Financial Concepts can help you secure your financial future.

IM Wealth is a leading finance institution located in the heart of Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, IM Wealth has the expertise and resources to guide you every step of the way. Visit us at 99 Monroe Avenue Northwest to learn more about how we can help you build and protect your wealth.

Matt Lindgren - Financial Advisor, Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, offers expert financial advice and services to help clients achieve their financial goals. With a background and qualifications available on FINRA's BrokerCheck website, clients can trust in the expertise provided by Matt Lindgren. The institution provides a complimentary initial consultation to discuss financial planning concepts and potential investment opportunities. Investment products are offered through Ameriprise Financial Services, LLC, a registered investment adviser, with securities available to clients through FINRA and SIPC.

George Wit, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, George Wit is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in domestic partnership planning, estate planning, and investment fiduciary practices, George Wit is dedicated to helping clients make informed financial decisions. Whether you are looking for portfolio management advice, retirement planning strategies, or assistance with estate planning, George Wit is committed to providing personalized financial solutions tailored to your specific needs. Contact George Wit today to schedule a consultation and start planning for a secure financial future.

Fifth Third Securities - Dallas Riddle is a finance institution located at 2828 Michael Avenue Southwest in Wyoming, Michigan, United States. As a part of the Fifth Third Bank family, they offer a wide range of financial services and investment options to help clients reach their financial goals. With a team of experienced professionals, Fifth Third Securities - Dallas Riddle provides personalized guidance and advice to assist clients in making informed decisions about their investments. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner in financial planning and wealth management.

Bruce Meyers - Financial Advisor, Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a leading finance institution recognized as one of Forbes Best-In-State Wealth Management Teams in 2024. With a focus on individual goals and risk tolerance, Bruce Meyers provides investment, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings are held to review progress, analyze changes, and track goals. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how Bruce Meyers can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for registration information. Let's meet to discuss what's most important to you and take the next step towards a more confident financial future.

Pilgrims Capital Advisors is a reputable finance institution located at 3411 Wilson Avenue Southwest in Grandville, Michigan, United States. Our team of experienced advisors are dedicated to providing top-notch financial services to help clients achieve their investment goals. With a focus on personalized solutions and strategic planning, we strive to guide our clients towards financial success and security. Trust Pilgrims Capital Advisors to provide expert advice and support for all your financial needs.

Rush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

George Gianacakos - Raymond James is a reputable finance institution located at 1820 West Washington Street in Greenville, Michigan, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust George Gianacakos - Raymond James for all your financial needs.

Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.