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Best financial advisors in Concord, MI

Registered advisers within 25 miles of Concord, MI.

Offices
72
Firms
30
Combined AUM
$6.58T
Firm-wide filings, not assets booked only here
Clients
1.93M
1,931,318 clients when Item 5C has a number
Avg / client
$3.41M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
RMG ADVISORY SERVICES
REHMANN WEALTH
MORGAN STANLEY
CWM, LLC
PRIVATE ADVISOR GROUP, LLC
DILLON & ASSOCIATES INC
&PARTNERS
RICHMOND BROTHERS, INC.
SPC

Investors

SCOTT DAVID ANDERSON
Robert Austin Cape
Steven Michael Reule
RAYMOND EDWARD SAARI
Brandy Nichole Eggleston
Zachary Piotrowski
ROBERT ANDREW MESSNER
David Michael Lennox
Douglas Allen Barber
KEVIN CHRISTOPHER SYKES
KIM ANNE COBERLEY
NICHOLAS ARDEN ROSSI
PHILIP ARTHUR RILEY
SUSAN T RILEY
Jamie Lynn Dittenber
Abigail Rexanne Funk
Micah K Fannin
ERIC JOHN GRASSE
Matthew Harold Johnson
Easton Richard Oliver
JEFFREY PHILLIP DILLON
JOHN STEWART
Nathan Munro
BRADLEY W. GOLDSMITH
MATTHEW JEREMY CURFMAN
KEVIN JOHN KOWALSKI
DANIEL J VREDEVELD
Adriaan Francois van Wyk
DAVID SCOTT RICHMOND
BRIAN ALAN SMITH
Richard Donald Ratts
Joshua Ryan Kirchmeier

Within 25 miles of Concord, MI, Best Investors lists 30 registered investment advisory firms with 72 offices nearby, managing about $6.58T in combined regulatory AUM across 1,931,318 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 Concord

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM