Best financial advisors in Holt, MI

Registered advisers within 25 miles of Holt, MI.

Offices

170

Firms

76

Combined AUM

$10.0T

Firm-wide filings, not assets booked only here

Clients

1.46M

1,459,480 clients when Item 5C has a number

Avg / client

$6.88M

Combined AUM ÷ clients

Nearby offices

MD ADVICE FINANCIAL

1771 FOXWOOD DR
HOLT, MI 48842

EDWARD JONES

1995 CEDAR ST SUITE 5
HOLT, MI 48842

STATE FARM INVESTMENT MANAGEMENT CORP.

2375 Cedar St Suite D
Holt, MI 48842

OSAIC WEALTH, INC.

2373 Cedar Park Drive SUITE A
HOLT, MI 48842

FIFTH THIRD SECURITIES, INC.

5620 SOUTH PENNSYLVANIA
LANSING, MI 48911

ATARAXIS ADVISORS LLC

4293 FIVE OAKS DRIVE
LANSING, MI 48911

REHMANN WEALTH

4086 LEGACY PARKWAY
LANSING, MI 48911-4261

CIG ASSET MANAGEMENT

2600 S WAVERLY ROAD
LANSING, MI 48911

MML INVESTORS SERVICES, LLC

4039 Legacy Parkway Suite A & B
Lansing, MI 48911

LPL FINANCIAL LLC

4316 S. PENNSYLVANIA AVE.
LANSING, MI 48910

STATE FARM INVESTMENT MANAGEMENT CORP.

4020 S Cedar St
Lansing, MI 48910

FIFTH THIRD SECURITIES, INC.

606 W. COLUMBIA STREET
MASON, MI 48854

EDWARD JONES

624 S CEDAR STREET SUITE 600
MASON, MI 48854

STATE FARM INVESTMENT MANAGEMENT CORP.

708 S. CEDAR STREET
MASON, MI 48854

AMERIPRISE FINANCIAL SERVICES, LLC

2549 JOLLY ROAD SUITE 300
OKEMOS, MI 48864

CORNERSTONE WEALTH PARTNERS, LLC

2525 JOLLY ROAD, SUITE 200
OKEMOS, MI 48864

FINANCIALMD, LLC

2479 WOODLAKE CIR SUITE 340
OKEMOS, MI 48842

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

368 S PARK ST
MASON, MI 48854

EDWARD JONES

2390 WOODLAKE DR STE 340
OKEMOS, MI 48864

WASHINGTON AVENUE ADVISORS

1146 SOUTH WASHINGTON AVENUE
LANSING, MI 48910

Firms

MD ADVICE FINANCIAL

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

FIFTH THIRD SECURITIES, INC.

ATARAXIS ADVISORS LLC

CIG ASSET MANAGEMENT

MML INVESTORS SERVICES, LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CORNERSTONE WEALTH PARTNERS, LLC

FINANCIALMD, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WASHINGTON AVENUE ADVISORS

Investors

David Andrew Bevins

KEVIN BRADLEY MILLER

Raymond Cecil Shoup

SCOTT ALLEN DORER

ASHLEY ANN LOVEALL

JAMES JOSEPH GRACIK

JEFFREY PHILLIPS

DAVID ANDREW SAVAGE

Kristopher Mitchell Burak

JAMES PATRICK RUSSELL

NICOLE ANNE SPITZLEY

MARK ANDREW MEYERS

BASAM MUSHTAQ MALIK

William Lewis Lazar

David Alan Ladomer

TRAVIS RAYMOND TERHAAR

Molly Anne Brueggeman

JEFFREY BRIAN RICHARDS

Christian Thomas Fairbanks

DEAN STEWART CADY

David L Ballantyne

STACY LEIGH LEWIS

Joshua Kelly Flamme

Stephen Alexander Blair

TRINESHA DIANE GOEBEL

CHERYL KAY WILLIAMS

Stacy Marie Hochthanner

THOMAS RICHARD JONES

PATRICK ALAN ANDERSON

TODD HENRY STUMP

EVAN GENE VANDERWEY

STEVEN SIDNEY VANDERWEY

Timothy Stafford Whelan

Joshua Richline

Samuel DeGoffau

JON PAUL SOLITRO

JONATHAN HOWARD GROCKI

Jonah N Bartlett

REUBEN DAVID LEVINSOHN

NICHOLAS BRANDON POPE

DAVID MATTHEW RUSHMAN

BRIAN MICHAEL KLEMCZAK

James Patrick Hidlay

AMANDA JEAN BEELER

Within 25 miles of Holt, MI, Best Investors lists 76 registered investment advisory firms with 170 offices nearby, managing about $10.0T in combined regulatory AUM across 1,459,480 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 Holt

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 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