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Best financial advisors in Lexington, MI

Registered advisers within 25 miles of Lexington, MI.

Offices
31
Firms
18
Combined AUM
$5.37T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,123,435 clients when Item 5C has a number
Avg / client
$4.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STONEPATH WEALTH MANAGEMENT
FIFTH THIRD SECURITIES, INC.
EQUITABLE ADVISORS, LLC
OPPENHEIMER & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MARINER INDEPENDENT

Investors

Erica Marie Sheridan
Dustin Michael Pennington
Ryan James Young
MICHELLE MARY KUSCHEL
Carrie Lynne Fielder
Kristy L Pieprzak
Nicholas J. Thomas
Adam Kotkoski
Jason Trenton Smith
BRIAN SCOTT DUDA
Renata Dawn Brown
Daniel David Everhart
MICHAEL DALE DREYER
DOROTHY ANN CONKLIN-ROSS
JAMES JOSEPH MCLAUGHLIN
CARL HERMAN JOHNSON
JEFFREY PAUL RANCILIO
RYAN PATRICK CHARRON
CHRISTOPHER NORMAN KNOWLTON
JAMES PATRICK CHARRON
STEVEN J BEATTY
Addison Wallace
JEFFREY JOHN WALLACE
DAVID MICHAEL BETTS
Kyle Nicholas Tank
MICHAEL W BURCH
GREGORY GEORGE BUSDICKER
MICHELLE LEE KREDA
TYLER GEORGE BUSDICKER
MARIO POPAJ
JOSEPH MICHAEL MERICKA
Tonya S. Hutchison
JESSE MICHAEL MESSING
Robert Randall Wilkinson
Nicholas James Conard
Ignacio Antonio Villalobos
Nicholas Justin Dickinson
MATTHEW JAMES GREGOR
NATHAN CLARK HALL
MEGAN RENE SIMMONS
Christine Marie Newberry
MICHAEL STEWART GLENN

Within 25 miles of Lexington, MI, Best Investors lists 18 registered investment advisory firms with 31 offices nearby, managing about $5.37T in combined regulatory AUM across 1,123,435 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 Lexington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM