Best financial advisors in Grant, MI

Registered advisers within 25 miles of Grant, MI.

Offices

135

Firms

42

Combined AUM

$9.64T

Firm-wide filings, not assets booked only here

Clients

1.47M

1,474,028 clients when Item 5C has a number

Avg / client

$6.54M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

300 Main St
COOPERSVILLE, MI 49404

18.5 miles away

EDWARD JONES

6440 ALPINE AVE N W SUITE 1
COMSTOCK PARK, MI 49321

18.5 miles away

EDWARD JONES

1970 E. APPLE SUITE B
MUSKEGON, MI 49442

18.6 miles away

BROOKSTONE CAPITAL MANAGEMENT LLC

2112 N. ROBERTS ROAD
N. MUSKEGAN, MI 49445

18.6 miles away

OSAIC WEALTH, INC.

1975 Holton Rd.
Muskegon, MI 49445-1533

18.8 miles away

LPL FINANCIAL LLC

670 W. RANDALL ST
COOPERSVILLE, MI 49404

18.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

25 68th Ave N Ste F
Coopersville, MI 49404-9223

EDWARD JONES

1887 HOLTON ROAD SUITE B
NORTH MUSKEGON, MI 49445

THRIVENT INVESTMENT MANAGEMENT INC.

5900 Alpine Ave NW
Cornsock Park, MI 49321

19.1 miles away

EDWARD JONES

1848 EAST SHERMAN BLVD SUITE D
MUSKEGON, MI 49444

19.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5315 Alpine Ave NW
Comstock Park, MI 49321

19.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

23 N Main St
Rockford, MI 49341-1217

20.1 miles away

EDWARD JONES

32 N MAIN STREET
ROCKFORD, MI 49341

20.1 miles away

LPL FINANCIAL LLC

17 N MAIN ST
ROCKFORD, MI 49341

20.1 miles away

LPL FINANCIAL LLC

26 N MAIN STREET
ROCKFORD, MI 49341

20.1 miles away

J.P. MORGAN SECURITIES LLC

23 SOUTH MAIN STREET
ROCKFORD, MI 49341

20.2 miles away

EDWARD JONES

65 S MAIN ST SUITE 101
ROCKFORD, MI 49341-1286

20.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

240 NORTHLAND DR NE STE B
ROCKFORD, MI 49341-1042

20.2 miles away

EDWARD JONES

384 NORTH THIRD AVENUE SUITE C
FRUITPORT, MI 49415

20.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6350 Jupiter Avenue NE Suite A
Belmont, MI 49306

20.5 miles away

Firms

BROOKSTONE CAPITAL MANAGEMENT LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jennifer Lynn Cobb

Dana Lynn Belliel

Adam Gregory Carlson

Michael Allen Haynes

DANIEL FRANKLIN PEACOCK

RYAN MATTHEW BEISHUIZEN

JONATHAN DAVID COX

DAVID JOHN BRUS

KIMBERLY SUSAN OBETTS

KARI LYNNE ARRASMITH

David John Ahrens

Seth Andrew Adkins

Christine E Church

Thomas Jeffrey Harkins

JAMES LOUIS BLASZAK

Benjamin Howard LaDuke

WILLIAM CABOT PARKER

Aimee Christine Ohlman

BRYCE ANDREW ROEBKE

CHAD P ZITZELSBERGER

DENNIS LYNN STARBUCK

Mark Koppendrayer

ANDREW STEVEN WOUDWYK

Eva Lynne Trudell

Alexandrea J Spendow

Jeffrey Alan Buursma

Brian Keith Stearns

Within 25 miles of Grant, MI, Best Investors lists 42 registered investment advisory firms with 135 offices nearby, managing about $9.64T in combined regulatory AUM across 1,474,028 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 Grant

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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