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Best financial advisors in Athens, MI

Registered advisers within 25 miles of Athens, MI.

Offices
174
Firms
60
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.93M
1,931,642 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
KESTRA ADVISORY SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Jason David McBride
Brendan McCarthy
STACY ROCHELLE RAYMOND
CHARLES JOSEPH CARROLL
JEFFREY BLAKE SOVERN
SUZAN MARIE HORVATINOVICH
JONATHAN TOWNE MELGES
SANDRA MARCELA MELGES
BRENNAN LEWIS BENNETT
Katie Mae Atkinson
Karen Atkinson Reeves
RICHARD MARK TSOUMAS
Tyler Ewen
Sarah Lynn LaFountain
MICHAEL EMANUEL LEIFELD
TIMOTHY OLIN DALLY
WILLIAM W SIMONDS
STEPHEN A JENKINS
Justin A Schaub
Michael M Wickemeyer
MICHAEL DAVID OURSLER
Travis Glenn Morse
James E Barber
RENEE JEAN GILES
PAUL ELMER TOWNSEND
MATTHEW JOHN BUIKEMA
Enrique Tomas Domeier
CARISSA DEANN HAGEN
Sarah Elizabeth Herwick
JASON MICHAEL KLEIN
Tina Renea Perry
Kristin Lynne Wykoski
WHITNEY DOUBLEDAY CRABTREE
SHAUN MICHAEL FISCHER
BRIAN Anthony JAMES
Patrick Howard Garrett
CHRISTOPHER SCOTT MOORE
DENNIS ALAN ASARO
Ryan Swank

Within 25 miles of Athens, MI, Best Investors lists 60 registered investment advisory firms with 174 offices nearby, managing about $10.8T in combined regulatory AUM across 1,931,642 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 Athens

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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