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Best financial advisors in Au Gres, MI

Registered advisers within 25 miles of Au Gres, MI.

Offices
5
Firms
4
Combined AUM
$1.04T
Firm-wide filings, not assets booked only here
Clients
41.0K
41,015 clients when Item 5C has a number
Avg / client
$25.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
REHMANN WEALTH
LPL ENTERPRISE, LLC
INSIGHT FOLIOS

Investors

Sheila A Malewska
Gregory Malewska
SCOTT WESLEY
Savannah Kathleen Bettega-Dobbs
Joseph P. Bettega
WARREN FOSTER BREWER
KEVIN MARVIN WRAY

Within 25 miles of Au Gres, MI, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.04T in combined regulatory AUM across 41,015 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 Au Gres

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 3 REHMANN WEALTH 112 clients · 41 advisers $5.27B AUM 4 INSIGHT FOLIOS 34 clients · 19 advisers $331M AUM