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Best financial advisors in Belmont, MI

Registered advisers within 25 miles of Belmont, MI.

Offices
474
Firms
168
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,052,873 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CWM, LLC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
SPC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
LVZ, INC.
CORNERSTONE WEALTH PARTNERS, LLC
VALMARK ADVISERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Dylan M. Barnes
Drew Joseph Hinckley
BREANNE LYNN VUGTEVEEN
SCOTT ALAN KANAI
MARK ALLEN DALMAN
DOUGLAS MARK HOFFMAN
MICHAEL DAVID BEHRENS
Benjamin Robert Spencer Russe Mondoux
DAVID FRANK TIESMA
BRENDAN SIMON BOHNHORST
DANIEL JON FERWERDA
Craig K Van Ess
ROGER JOHN DAVID
JACOB ROBERT RINVELT
JOSHUA THOMAS HAYWOOD
DANIEL BRIAN FAASSE
TUCKER ARNE FAHLEN
DOUGLAS KARL HEILMAN
PATRICK EDWARD RILEY
JENNA ROSE RILEY
RALPH ALTON WOOD
NATHAN CHAD WOOD
WILLIAM A. WIARDA
Mark William Moerdyk
David Mitchell Rasch
DAVID ALLEN RASCH
JASON THOMPSON CROTTIE
JAMES DANIEL OSTERHOUSE
DANIEL ROBERT SHERWOOD
Dennis Harry Muxlow
Alonte RaShon White-Davis
Mark Barnes
Thomas Jeffrey Harkins

Within 25 miles of Belmont, MI, Best Investors lists 168 registered investment advisory firms with 474 offices nearby, managing about $15.6T in combined regulatory AUM across 3,052,873 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 Belmont

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM