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Best financial advisors in Marshall, MI

Registered advisers within 25 miles of Marshall, MI.

Offices
79
Firms
27
Combined AUM
$5.45T
Firm-wide filings, not assets booked only here
Clients
661K
661,344 clients when Item 5C has a number
Avg / client
$8.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MILLER FINANCIAL SERVICES LLC
WEALTH EASE WEALTH MANAGEMENT
B. RILEY WEALTH ADVISORS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HARBOUR INVESTMENTS, INC.
GLOBAL RETIREMENT PARTNERS LLC

Investors

Jason Paul Rapelje
Kenneth Morgensai
Mohamad Hussein
Taylor Olivia Gibson
Alex George White
AUSTIN ERWIN RINARD
Todd Dean Candelaria
Chase Michael McGill
Isaac Lubbers
JOSEPH PATRICK MILLER
JENNIFER L HURD-BEGG
ROBERT BRUCE HURD
Gary Arthur Therrian
Zachary Piotrowski
Brandy Nichole Eggleston
RAYMOND EDWARD SAARI
Justin A Schaub
Michael M Wickemeyer
CHASE THOMAS ANTHES
CHRISTOPHER SCOTT MOORE
DENNIS ALAN ASARO
Ryan Swank
DANIEL STEPHEN GRAHAM
PAMELA SUE WESLEY
Jake Joseph Zeeb
LOREN CHRISTOPHER REX
Nicholas Raymond Acri
BELINDA REBECCA BEST
PATRICK NEIL GILBERT
CONNOR JOHN BAUSERMAN
DENNIS MICHAEL DUVAL

Within 25 miles of Marshall, MI, Best Investors lists 27 registered investment advisory firms with 79 offices nearby, managing about $5.45T in combined regulatory AUM across 661,344 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 Marshall

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM