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Best financial advisors in Homer, MI

Registered advisers within 25 miles of Homer, MI.

Offices
100
Firms
37
Combined AUM
$8.04T
Firm-wide filings, not assets booked only here
Clients
1.97M
1,969,042 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH EASE WEALTH MANAGEMENT
B. RILEY WEALTH ADVISORS, INC.
MILLER FINANCIAL SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
AE WEALTH MANAGEMENT, LLC

Investors

RAYMOND EDWARD SAARI
Brandy Nichole Eggleston
Zachary Piotrowski
AUSTIN ERWIN RINARD
Todd Dean Candelaria
Chase Michael McGill
Jason Paul Rapelje
Kenneth Morgensai
Mohamad Hussein
Taylor Olivia Gibson
Alex George White
Isaac Lubbers
JOSEPH PATRICK MILLER
Gary Arthur Therrian
JENNIFER L HURD-BEGG
ROBERT BRUCE HURD
Don Luigi Toffolo
Steven Michael Reule
Elisa Lavon Manley
SCOTT DAVID ANDERSON
Robert Austin Cape
Jordan Alexander Butler
Allison Paige O'Connell
MICHAEL DEAN SMEENGE
William Eugene West
TAMMI ANN SCHORFHAAR

Within 25 miles of Homer, MI, Best Investors lists 37 registered investment advisory firms with 100 offices nearby, managing about $8.04T in combined regulatory AUM across 1,969,042 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 Homer

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM