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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3150 Dustin Rd. Suite 2
Oregon, OH 43616

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3150 Dustin Rd. Suite 2
Oregon, OH 43616

FIFTH THIRD SECURITIES, INC.

3739 NAVARRE AVE
OREGON, OH 43616

EDWARD JONES

3969 NAVARRE AVE
OREGON, OH 43616-3437

18.1 miles away

FIFTH THIRD SECURITIES, INC.

3428 GLENDALE
TOLEDO, OH 43614

18.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

2550 Woodville Rd
Northwood, OH 43619-1444

18.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

909 S McCord Rd Ste. 3
Holland, OH 43528-8370

18.9 miles away

MACINO FINANCIAL, LLC

1142 CORPORATE DRIVE SUITE D
HOLLAND, OH 43528

GANT INVESTMENT ADVISORS, INC.

5577 AIRPORT HWY., SUITE 200
TOLEDO, OH 43615

EDWARD JONES

1114 DIXIE HIGHWAY
ROSSFORD, OH 43460-1337

19.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1311 S Mccord Rd
Holland, OH 43528-9141

19.4 miles away

HANTZ FINANCIAL SERVICES, INC.

1540 S. HOLLAND-SYLVANIA
MAUMEE, OH 43537

19.4 miles away

CITIZENS SECURITIES, INC.

1560 SOUTH HOLLAND-SYLVANIA ROAD MAILSTOP: OHB591
MAUMEE, OH 43537

19.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3520 Heatherdowns Blvd Ste 5
Toledo, OH 43614

19.5 miles away

EDWARD JONES

1609 HENTHORNE DRIVE
MAUMEE, OH 43537-1300

19.5 miles away

J.P. MORGAN SECURITIES LLC

6504 Airport Hwy
Holland, OH 43528

19.5 miles away

WURZ FINANCIAL SERVICES, LLC

6904 SPRING VALLEY DRIVE SUITE 301
HOLLAND, OH 43528

19.7 miles away

EDWARD JONES

2273 SOUTH BYRNE ROAD
TOLEDO, OH 43614

19.7 miles away

EDWARD JONES

7010 SPRING MEADOWS DR WEST STE 103
HOLLAND, OH 43528

19.9 miles away

LPL FINANCIAL LLC

7359 INTERNATIONAL DRIVE STE A
HOLLAND, OH 43528

20.1 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FIFTH THIRD SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MACINO FINANCIAL, LLC

GANT INVESTMENT ADVISORS, INC.

HANTZ FINANCIAL SERVICES, INC.

CITIZENS SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

WURZ FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

Investors

JASON RYAN REPP

JAMES EDWIN BUNKE

BRENT EDWARD SHIMMAN

FRANK JOSEPH DOBNIKAR

RYAN JACOB SHERWIN

Gregory Phillip Row

Mitchell James Smith

ADAM BRENTLINGER

JACOB CHARLES CHALUPA

WILLIAM SCOTT STIGALL

DERICK LEON GANT

Justin Ray Knierim

Brian Lee Stickley

EVAN JAMES ALLION

RICHARD DAMEN ESCOBEDO

KRISTY JO TURNWALD

BRIAN JAMES MCKENNA

KENDAL WILLIAM NORMAN

Joseph Robert Gentile

Nicole R Manning

Mark Andrew Juhasz

JOSEPH ADAM BIXLER

JOHN FRANCIS MACHCINSKI

DAVID JOHN WALBOM

Christine Marie Bottles

Christopher Proctor

Isaac David Demarest

SCOTT THOMAS DOZIER

Stacia Marie Bearden

Laura Ann Slusher

MATTHEW CLAY SMITH

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