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🤫 Directory · consent-first

Near 49085. St. Joseph.

10 financial advisors & firms and 0 insurance agents verified near St. Joseph, MI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 49085

Jim Roberts Investment Advisors LLC0 mi

RIA firm · St. Joseph, MI 49085 · Registered investment adviser · $38M AUM

CRD 169219 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Northpointe Investment Advisory, LLC0 mi

RIA firm · St. Joseph, MI 49085 · Registered investment adviser · $75M AUM

CRD 170850 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Leonard Advisory Group LLC0 mi

RIA firm · Saint Joseph, MI 49085 · Registered investment adviser · $96M AUM

CRD 321165 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hartwell & Company0 mi

RIA firm · ST Joseph, MI 49085 · Registered investment adviser · $55M AUM

CRD 322723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Blue Iguana Financial, LLC0 mi

RIA firm · St. Joseph, MI 49085 · Registered investment adviser · $23M AUM

CRD 330254 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Koehler Financial Services, INC.4.8 mi

RIA firm · Stevensville, MI 49127 · Registered investment adviser · $36M AUM

CRD 123092 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
True Blue Financial, LLC4.8 mi

RIA firm · Stevensville, MI 49127 · Registered investment adviser · $272M AUM

CRD 310841 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fieldview Capital Management, LLC19.4 mi

RIA firm · Niles, MI 49120 · Registered investment adviser · $713M AUM

CRD 332308 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Carla Voss Genelly23.2 mi

RIA firm · New Buffalo, MI 49117 · Registered investment adviser

CRD 132849 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Devotion Capital Management24.9 mi

RIA firm · South Bend, IN 46637 · Registered investment adviser · $38M AUM

CRD 122060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
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Nearby areas

Verified advisors and insurance agents in the places closest to St. Joseph, MI.

  • South Bend, IN29 mi
  • South Bend, IN32 mi
  • Kalamazoo, MI43 mi
  • Portage, MI45 mi
  • Kalamazoo, MI48 mi
  • Holland, MI51 mi
  • Chicago, IL60 mi
  • Chicago, IL61 mi
  • Chicago, IL61 mi
  • Chicago, IL61 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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