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Best financial advisors in Columbiaville, MI

Registered advisers within 25 miles of Columbiaville, MI.

Offices
120
Firms
41
Combined AUM
$9.10T
Firm-wide filings, not assets booked only here
Clients
1.64M
1,642,144 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
J WILSON WEALTH MANAGEMENT
HANTZ FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RELIANCE ASSET MANAGEMENT LLC

Investors

Christopher Temp Buzzell
MICHELLE ANN BELESKY
KRISS KENNETH KLAUS
HARRY JOHN BOOMS
Olivia Lauren Hodgkinson
TYSON THANE SCHMIDT
Benjamin Littlefield
Mark Douglas Bachman
Todd Petty
Jeremy Goscenski
FREDERICK A WALZ
MARYANN KISER
Matthew Kiser
Michael Keith Butterfield
NATHAN DONALD SEALEY
Nathan M Long
TAMARA SUZANNE MILLER
Karen Strader
JEREMY MITCHELL WILSON
JOHN FREDERICK BEEBE
CORBIN PETE ANDRES
JEREMIAH THOMAS MORELL
RYAN KEITH KING
Konnor Alan Robinson
Brendan Henige
Caitlin Lacey Draper
Megan Nichole Stewart
Joshua Michael Rechsteiner
Jacob Andrew Porrett
Todd Charles Ferguson
Douglas Albert Pastor
Michael Campbell
Katrina M. Johnson
Lance Arnold
Todd Thomas Hulliberger
Travis Donald Maxon
Shannon E Sweeney Rosenbach

Within 25 miles of Columbiaville, MI, Best Investors lists 41 registered investment advisory firms with 120 offices nearby, managing about $9.10T in combined regulatory AUM across 1,642,144 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 Columbiaville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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