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Best financial advisors in Caledonia, MI

Registered advisers within 25 miles of Caledonia, MI.

Offices
495
Firms
174
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,053,436 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

FOUNDERS FINANCIAL SECURITIES LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
ADVISOR 123 LLC
ASPIRE WEALTH
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
VANDERPOL INVESTMENTS L.L.C.
J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
STRATEGIC NAVIGATORS PRIVATE WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JOSHUA THOMAS FOX
Andrew Thomas McFadden
KAREN JOYCE ANSON
Marsha Daugherty
LANCE ERIC DEVRIES
Andrew Scott VanderSchaaf
Derek Prusa
Benjamin Noel Webster
Brian Lee Platte
Curtis Larry-Raymond Wells
PAMELA ANN BLODGETT
NATHAN MICHAEL FARRELL
DANIEL JAMES VANSINGEL
SETH DAVID TIMMER
JORDAN JOHN TIMMER
IAN JOHN ELGERSMA
Trevor John Miedema
Patsy Jud
Jacob A Yerkes
RICHARD TOTH
MARK ADAM VANDERPOL
Noah Frederick Hoekstra
LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY
Robert Anthony Mendenall
BRETT STEPHEN YOUNCE
JASON E WAGENMAKER
RAYMOND JOHN SCHAT
Baron Roger Davis
WILLIAM CALVIN KAPTEYN
CHAD ERIC WIGHT
Anna Marie DeBoer
LANDON MATTHEW POLL
Casey James VanEngen

Within 25 miles of Caledonia, MI, Best Investors lists 174 registered investment advisory firms with 495 offices nearby, managing about $17.8T in combined regulatory AUM across 3,053,436 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 Caledonia

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM