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Best financial advisors in Merritt, MI

Registered advisers within 25 miles of Merritt, MI.

Offices
9
Firms
5
Combined AUM
$2.94T
Firm-wide filings, not assets booked only here
Clients
770K
769,736 clients when Item 5C has a number
Avg / client
$3.81M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ELIZABETH DAWN FORTINO
SHANNON PATRICIA SCHIEBEL
Lori Lynn Born
Trey Mitchell Schuiteman
Hunter Mires
Michael H Fetrow
Marc Patrick Haring
Tammy Rachelle Claramunt-Kibbe
Casey Boyer
Amanda Thomas

Within 25 miles of Merritt, MI, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $2.94T in combined regulatory AUM across 769,736 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 Merritt

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM