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Best financial advisors in Atlas, MI

Registered advisers within 25 miles of Atlas, MI.

Offices
240
Firms
81
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,677,093 clients when Item 5C has a number
Avg / client
$7.70M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTH FOR YOU FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
STRATEGIC ADVISERS LLC
CETERA INVESTMENT ADVISERS LLC
MAINSTAY CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
OPPENHEIMER & CO. INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CG ADVISORY SERVICES

Investors

Parker Douglas Barnett
Gage Dee Harris
Jacob William Loucks
Ariel Monclova Gonzalez
DAWN LOUISE HAUSCH-COOPER
Brandi L Harris
BARRY SCOTT JONES
MARTIN PATRICK MAIER
DAVID ALLEN WROBLEWSKI
Katherine Lois Weber
GERALD PAUL MORSE
MARK DONALD CANAVESIO
RYAN WILLIAM AMES
Nathan C Cook
DAVID CHARLES VALLIE
MICHAEL P DOYLE
WILLIAM EDWARD GIESELMAN
DAVID PATRICK KELLY
MICHELLE A LONEY
David Franklin Stewart
DENISE MARIE PALMER
Jake Earnhart
Shannon E Sweeney Rosenbach
Jonathon Hollabaugh
Jacob Howard Hoffman
Jay H. Hoffman
MICHAEL PAUL KOPKO
BRITTANY N WATERSON
Mark Smith
Terry Wayne Stanfill
Kevin J Cleary
KOURTNEY FULLER
NATHAN MORRIS
BRANDON LOKKEN
CHRISTINE M MARSHALL
DENI M WARREN
BRYAN NORMAN BENDER
LUKE SULLIVAN
MAX JACKSON
LATASHA SHACKELFORD
JOHN T DUNCAN
PATRICK MCCALLUM
JACOB THOMAS SWARTZ
ROBERT D MAXWELL
AMY ELIZABETH LYTTLE
WILLIAM JOEL HANEY
JACK WILLSON
Alex Minarik
DREW ALEXANDER GOODRICH
SCOTT JOHN LADUKE
PAUL DONNELLY
Katrina M. Johnson
Michael Campbell
SCOTT ALLEN SOBOL
CHERYL LYNN ALLAN
TERANCE RICHARD BERTRAND
PATRICIA GRACE THOMPSON
SHANNON COLLEEN MULLOY
EDWARD FREDERICK WALTERHOUSE
RYAN FREDERICK FARIS
Lewis Duncan
Edward F Walterhouse
MICHELE RENE MORGAN
WILLIAM JAMES LUKE
James M Walker
THOMAS GEORGE TOWNSEND
Raynell Tolley
Todd Charles Ferguson
Douglas Albert Pastor
LEONARD DANIEL GILROY-SOLANO

Within 25 miles of Atlas, MI, Best Investors lists 81 registered investment advisory firms with 240 offices nearby, managing about $12.9T in combined regulatory AUM across 1,677,093 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 Atlas

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM