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.
RIA firm · St. Joseph, MI 49085 · Registered investment adviser · $38M AUM
CRD 169219 · verify at the regulator
RIA firm · St. Joseph, MI 49085 · Registered investment adviser · $75M AUM
CRD 170850 · verify at the regulator
RIA firm · Saint Joseph, MI 49085 · Registered investment adviser · $96M AUM
CRD 321165 · verify at the regulator
RIA firm · ST Joseph, MI 49085 · Registered investment adviser · $55M AUM
CRD 322723 · verify at the regulator
RIA firm · St. Joseph, MI 49085 · Registered investment adviser · $23M AUM
CRD 330254 · verify at the regulator
RIA firm · Stevensville, MI 49127 · Registered investment adviser · $36M AUM
CRD 123092 · verify at the regulator
RIA firm · Stevensville, MI 49127 · Registered investment adviser · $272M AUM
CRD 310841 · verify at the regulator
RIA firm · Niles, MI 49120 · Registered investment adviser · $713M AUM
CRD 332308 · verify at the regulator
RIA firm · New Buffalo, MI 49117 · Registered investment adviser
CRD 132849 · verify at the regulator
RIA firm · South Bend, IN 46637 · Registered investment adviser · $38M AUM
CRD 122060 · verify at the regulator
Verified advisors and insurance agents in the places closest to St. Joseph, 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.