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Best financial advisors in Hickory Isle, MI

Registered advisers within 25 miles of Hickory Isle, MI.

Offices
412
Firms
154
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.01M
2,014,368 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MFG CAPITAL, INC.
FOGUTH WEALTH MANAGEMENT, LLC.
JFR FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
HANTZ FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
KEY CONCERNS INC
OPPENHEIMER & CO. INC.

Investors

Jonathan Thomas Hodge
Honesty H Clark
JOSEPH BLAINE DIXON
LAWRENCE JOSEPH KEARNEY
BRIAN WILLIAM MATTHEWS
SHAWN DARIN O'BRIEN
Steven Paul Burgett
WILLIAM LYNN BYNUM
DAVID WILLIAM MCDONALD
Gabriel Qetrani
Caleb Christian Hug
CRAIG ROBERT SAWICKI
JOHN FORESTER ROBBINS
THOMAS GREGORY WLOCH
ANDREW LEI KINUNEN
HERMAN FEDERICO RUIZ
DANIEL ANTHONY PASON
KYLE ROBERT HALL
Douglas James Householder
MARC DAVID GANOP
Jessica Nuhaj
Doyle Jeffrey Mosley
John H Serb
CANDICE FAYE SCHULTZ
Ivette Hernandez
Steven Tyler Johnson
Lorri Ann Milewski
Matthew Allen Wrenn
JENNIFER RACHEL BROWN
ERIN L. SHELTON
PHILIP ANTHONY BUCCINI
FRANK ERWIN DEETER
BRETT DEETER

Within 25 miles of Hickory Isle, MI, Best Investors lists 154 registered investment advisory firms with 412 offices nearby, managing about $12.8T in combined regulatory AUM across 2,014,368 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 Hickory Isle

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 CAPTRUST 963 advisers $1.24T 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