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Best financial advisors in Montrose, MI

Registered advisers within 25 miles of Montrose, MI.

Offices
169
Firms
61
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,640,121 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
THE HUNTINGTON INVESTMENT COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TIM CRAWFORD CPA
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
RICHMARK PRIVATE WEALTH MANAGEMENT

Investors

Robert David Love
Austin Clair Wendling
JEFFREY ALAN TRARES
Timothy Joseph Cairnduff
Kent Laurence Kern
Kimberly Elizabeth Strnad
James W. Wood
Morgan Swank
PATRICIA OUELLETTE
Dawn Robin-Olmsted Swanson
Melissa L Marrero
BIANCA M ADAMO-LEECE
JEREMY E SMITH
ROBERT JAMES LOVE
RALEIGH EUGENE HORNE
TIMOTHY GERARD CRAWFORD
GREGORY CHARLES BRUFF
Alecia Lynn Agnew
ARTHUR J NIETLING
Gage Michael Ruddy
Samuel Henry Forsyth
Kaiden Andrew Heinrich
MARTIN PATRICK MAIER
ALAN JOSEPH SJOBERG
Douglas Henry Moeggenborg
ZHI-HONG LIU
Rola Zarife
Liu Liu
David Alan Winn
Michael Wesley Hall
DOUGLAS RAYMOND KLINE
DANIEL JAMES WASKIEWICZ
BYRON ROBERT SWARTS
EDWARD THOMAS FOLTZ
Cole Stephens
RONALD KENT HALLER
RICHARD ROBERT MAROTZKE
BLAISE CONLEY ZIMMER
ZECHARIAH MAROTZKE
KEVIN JOSEPH SIMS

Within 25 miles of Montrose, MI, Best Investors lists 61 registered investment advisory firms with 169 offices nearby, managing about $11.6T in combined regulatory AUM across 2,640,121 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 Montrose

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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