Best financial advisors in Ida, MI

Registered advisers within 25 miles of Ida, MI.

Offices

320

Firms

104

Combined AUM

$11.3T

Firm-wide filings, not assets booked only here

Clients

3.03M

3,033,128 clients when Item 5C has a number

Avg / client

$3.72M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

124 TECUMSEH ST
DUNDEE, MI 48131

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

326 Tecumseh St
Dundee, MI 48131

CETERA INVESTMENT ADVISERS LLC

9007 LEWIS AVE
TEMPERANCE, MI 48182

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

15479 S Telegraph Rd Ste A
MONROE, MI 48161

EDWARD JONES

1214 S TELEGRAPH RD
MONROE, MI 48161

STATE FARM INVESTMENT MANAGEMENT CORP.

2045 S Custer Rd
Monroe, MI 48161

ADVANCED FINANCIAL MANAGEMENT, INC.

8336 MONROE ROAD SUITE 101
LAMBERTVILLE, MI 48144

SECURE ASSET MANAGEMENT, L.L.C.

7952 Secor Rd
Lambertville, MI 48144

EDWARD JONES

1122 West Front Street
MONROE, MI 48161-1630

EDWARD JONES

7319 LEWIS AVE
TEMPERANCE, MI 48182

LPL FINANCIAL LLC

7276 JACKMAN RD
TEMPERANCE, MI 48182

THE HUNTINGTON INVESTMENT COMPANY

Monroe-Sixth 602 South Monroe Street
Monroe, MI 48161

AMERIPRISE FINANCIAL SERVICES, LLC

602 S Monroe St
Monroe, MI 48161-1441

LPL FINANCIAL LLC

532 S MONROE ST
MONROE, MI 48161

FIFTH THIRD SECURITIES, INC.

453 SOUTH MONROE STREET
MONROE, MI 48161

EDWARD JONES

3419 STERNS ROAD
LAMBERTVILLE, MI 48144

RIVER RAISIN INVESTMENT PARTNERS, INC.

230 W FRONT ST
MONROE, MI 48161

RIVER RAISIN INVESTMENT PARTNERS, INC.

112 W. 2ND ST.
MONROE, MI 48161

FIFTH THIRD SECURITIES, INC.

3559 WEST STERNS
LAMBERTVILLE, MI 48144

CETERA INVESTMENT ADVISERS LLC

10 WASHINGTON STREET
MONROE, MI 48161

Firms

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CETERA INVESTMENT ADVISERS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

ADVANCED FINANCIAL MANAGEMENT, INC.

SECURE ASSET MANAGEMENT, L.L.C.

LPL FINANCIAL LLC

THE HUNTINGTON INVESTMENT COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

RIVER RAISIN INVESTMENT PARTNERS, INC.

Investors

JORDAN MICHAEL SEEGERT

JOSHUA LEVI SEEGERT

KEVIN PAUL SEEGERT

Ross Joseph Terrasi

Drew Brian Ditto

Mark Lewis Kerr

BRANDON ROYALE PROCTOR

Joseph Michael Morphew

DEVIN RAYMOND DUROCHER

PETER WALKER SCHARFENBERG

Fred Gregory Swank

Brenden Gebbink

SHANYN KAY STEWART

LELAND TODD PROSHEK

Shawn Robert Siddall

Troy Timothey Forgette

Jeffrey D Wilcox

JOEL MICHAEL ROTH

Todd Merrill Bodine

JEFF TRACY GUTHRIE

CHRISTOPHER JORDAN RENNERT

David Martin Abalos

Joel Andrew Spotts

SCOTT EDWARD BURNS

ADAM JAMES MCLAUGHLIN

CAMDEN ERIC RIEGEL

Christopher Anteau

BENJAMIN W JACKSON

Within 25 miles of Ida, MI, Best Investors lists 104 registered investment advisory firms with 320 offices nearby, managing about $11.3T in combined regulatory AUM across 3,033,128 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 Ida

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM