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Best financial advisors in Davison, MI

Registered advisers within 25 miles of Davison, MI.

Offices
182
Firms
64
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,757,857 clients when Item 5C has a number
Avg / client
$7.63M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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
Shannon E Sweeney Rosenbach
BARRY SCOTT JONES
JAMES F MAGUIRE
Kyle Raymond Robinson
Lance Arnold
Todd Thomas Hulliberger
Travis Donald Maxon
Steven Ernest Hartman
ADRIAN CURTIS HUNTER
FREDERICK A WALZ
MARYANN KISER
Matthew Kiser
GARY LEE FISHER
Marcelo Flores
JESSE MICHAEL VANVALIN
GERALD TIMOTHY ST. CIN
TAMARA SUZANNE MILLER
Karen Strader

Within 25 miles of Davison, MI, Best Investors lists 64 registered investment advisory firms with 182 offices nearby, managing about $13.4T in combined regulatory AUM across 1,757,857 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 Davison

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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