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Best financial advisors in Charlotte, MI

Registered advisers within 25 miles of Charlotte, MI.

Offices
191
Firms
81
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,467,723 clients when Item 5C has a number
Avg / client
$7.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HARBOUR INVESTMENTS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FOCUS PARTNERS WEALTH, LLC
OSAIC WEALTH, INC.
CIG ASSET MANAGEMENT

Investors

Joshua W Dreps
Nash W Roberts
Nicholas Bradley Horstman
Kiley D Blanton
JOSEPH DANIEL WILSON
LORRI ANN DOOLITTLE
Robert Scott Crocker
CHARLES EDWARD ARCHER
LANCE WAYNE ROE
Jeanne Georgi Tomasek
Jacob Timothy Vanator
David Louis Price
STEVEN ROGER BARTSHE
CHERI GRANT LOCKER
ROGER LEWIS MILLBROOK
STEPHEN LOUIS HICKS
BLAKE C POKLEY
Noam Jasper Drews
ROGER DALE BENNETT
Kiersten Heather Noall Pacino
Adrian Peter Vande Guchte
Wendi Stratton
Justin Blake
Andrew Archer
MICHAEL Jerome SETTLE
BARBARA JOAN GILL
CRAIG LYNN MILLER

Within 25 miles of Charlotte, MI, Best Investors lists 81 registered investment advisory firms with 191 offices nearby, managing about $10.3T in combined regulatory AUM across 1,467,723 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 Charlotte

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