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Best financial advisors in New Baltimore, MI

Registered advisers within 25 miles of New Baltimore, MI.

Offices
761
Firms
271
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,219,837 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
SPC
BAY POINTE FINANCIAL
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
WATERFORD FINANCIAL MANAGEMENT, LLC
FIFTH THIRD SECURITIES, INC.
HANTZ FINANCIAL SERVICES, INC.
VIRTUE CAPITAL MANAGEMENT, LLC
CORECAP ADVISORS

Investors

Erin Marie Rohn
Michael Lynn Passmore
MacKenzie Lynn Seibel
ERIC P HERMES
TODD A BERTSCH
JAMES FREDERICK BURDEN
Ashlyn Nichole Klaski
Sloan A Klaski
PAMELA JEAN SARNEY
BRETT CHARLES BUSUTTIL
MARK FRANK PAUWELS
Monnencia Shanta Riley
JOSHUA ALAN STROS
Klaus Alfons Poser
Stephen Hilles
Alex Boatman
BETHANY MARIE SHUTKO
Justin Russo
JONATHAN ALAN PHELAN
JULIE ANN ZOBECK
JOSEPH KAMAL YATOUMA
Bobbi Marie Wroblewski
Paul LaBaere
JAMIE LYNN URBANSKI
KIMBERLY A YAROCH
ROBERT MATTHEW MCCLAIN
DONOVAN L CIMINELLI
BRIAN WILLIAM LAURAIN
DANIEL SCOTT SUPER
AMY SUE HOFFMAN
Barak Jamaal Henderson
Joseph Myers
Selman Kanani
Samuel Robert Lasher
MICHAEL JAMES POPADICH
MICHAEL DALE LUNA
RIMOUN ESTIFOU
KEVIN JOHN TORRESAN
ERIC JASON ZIMMERMAN
NANCY Lee BARTOLAMEOLLI
Emir Bajrovic
Charles M. Adams
Stephanie Marie Scully

Within 25 miles of New Baltimore, MI, Best Investors lists 271 registered investment advisory firms with 761 offices nearby, managing about $15.0T in combined regulatory AUM across 3,219,837 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 New Baltimore

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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