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Best financial advisors in Mount Morris, MI

Registered advisers within 25 miles of Mount Morris, MI.

Offices
138
Firms
49
Combined AUM
$9.37T
Firm-wide filings, not assets booked only here
Clients
1.65M
1,645,795 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PROCYON
THE HUNTINGTON INVESTMENT COMPANY
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
RELIANCE ASSET MANAGEMENT LLC
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

Kent Laurence Kern
JEFFREY ALAN TRARES
Robert David Love
JESSE MICHAEL VANVALIN
GERALD TIMOTHY ST. CIN
Marcelo Flores
GARY LEE FISHER
Michael Wesley Hall
Dawn Robin-Olmsted Swanson
ROBERT JAMES LOVE
Melissa L Marrero
BIANCA M ADAMO-LEECE
JEREMY E SMITH
Steven Ernest Hartman
RALEIGH EUGENE HORNE
Lance Arnold
Todd Thomas Hulliberger
Travis Donald Maxon
PATRICIA OUELLETTE
JAMES RICHARD BENTLEY
ADRIAN CURTIS HUNTER
Timothy Joseph Cairnduff
Kyle Raymond Robinson
JAMES F MAGUIRE

Within 25 miles of Mount Morris, MI, Best Investors lists 49 registered investment advisory firms with 138 offices nearby, managing about $9.37T in combined regulatory AUM across 1,645,795 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 Mount Morris

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM