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Best financial advisors in Ionia, MI

Registered advisers within 25 miles of Ionia, MI.

Offices
93
Firms
47
Combined AUM
$9.12T
Firm-wide filings, not assets booked only here
Clients
1.99M
1,985,018 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
FIRST HEARTLAND CONSULTANTS, INC.
THE HUNTINGTON INVESTMENT COMPANY
J. W. COLE ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.

Investors

JESSE HAROLD LANGSCHIED
ROBERT JAMES DIEKEMA
Zachary John Sheehan
Ryan Richard Secor
Samantha Ringler
SAUNDRA DEE HOWARD
Stephen Charles O'Mara
Thomas Newell Wall
Drew J Schanski
VIRGIL ARTHUR BIGGS
GINGER DEA ROBERTS
THOMAS DEAN DICKINSON
Kory Robert Blastic
Malcolm Thurmond
JENNIFER LYNN MIERENDORF
NICHOLAS JON VANGEEST
TAMMY KAY BLACK
ERIC STANLEY SPRINGER
Ian Jonathan Allen Deming
Christopher Carl Godbold
Mason Godbold
Zachary Warren Kiefer
Shanna C Dejong
Shaun Smith
RYAN D BAINES
Jacob Kemp
DEBORAH ANNE WILKS
JAMES L SAKOSKI
AXEL CONTRERAS LUEVANO
Debra Kay Nowicki

Within 25 miles of Ionia, MI, Best Investors lists 47 registered investment advisory firms with 93 offices nearby, managing about $9.12T in combined regulatory AUM across 1,985,018 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 Ionia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM