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Best financial advisors in Duncan, MI

Registered advisers within 25 miles of Duncan, MI.

Offices
388
Firms
137
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,109,838 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
ADVANCED FINANCIAL MANAGEMENT, INC.
RIVER RAISIN INVESTMENT PARTNERS, INC.
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC

Investors

Ross Joseph Terrasi
Drew Brian Ditto
Mark Lewis Kerr
BRANDON ROYALE PROCTOR
Joseph Michael Morphew
JORDAN MICHAEL SEEGERT
JOSHUA LEVI SEEGERT
KEVIN PAUL SEEGERT
Adam T Caballero
Adam Du Bois
Brenden Gebbink
PETER WALKER SCHARFENBERG
Fred Gregory Swank
Shawn Robert Siddall
MICHAEL AVERY CORY
CHARLES HENRY CORY
David James Devantier
DEVIN RAYMOND DUROCHER
SHANYN KAY STEWART
SCOTT EDWARD BURNS
ADAM JAMES MCLAUGHLIN
JEFF TRACY GUTHRIE
CHRISTOPHER JORDAN RENNERT
MARK H JOHNSON
CAMDEN ERIC RIEGEL
VERA JOHNSON
SETH MICHAEL LONGTON
RONALD DAVID BRANT
JODY W MYERS

Within 25 miles of Duncan, MI, Best Investors lists 137 registered investment advisory firms with 388 offices nearby, managing about $13.4T in combined regulatory AUM across 3,109,838 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 Duncan

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM