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Best financial advisors in Genesee, MI

Registered advisers within 25 miles of Genesee, MI.

Offices
130
Firms
49
Combined AUM
$9.37T
Firm-wide filings, not assets booked only here
Clients
1.65M
1,645,795 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Lance Arnold
Todd Thomas Hulliberger
Travis Donald Maxon
Steven Ernest Hartman
JAMES F MAGUIRE
Kyle Raymond Robinson
Kent Laurence Kern
JEREMY MITCHELL WILSON
JESSE MICHAEL VANVALIN
GERALD TIMOTHY ST. CIN
Marcelo Flores
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
GARY LEE FISHER
Todd Charles Ferguson
Douglas Albert Pastor
Michael Campbell
Katrina M. Johnson
JEFFREY ALAN TRARES
ADRIAN CURTIS HUNTER
Shannon E Sweeney Rosenbach
BARRY SCOTT JONES
Robert David Love
Michael Wesley Hall

Within 25 miles of Genesee, MI, Best Investors lists 49 registered investment advisory firms with 130 offices nearby, managing about $9.37T in combined regulatory AUM across 1,645,795 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 Genesee

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