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Best financial advisors in Okemos, MI

Registered advisers within 25 miles of Okemos, MI.

Offices
201
Firms
83
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,480,429 clients when Item 5C has a number
Avg / client
$7.91M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EAGLE FINANCIAL ADVISORS, LLC
CG ADVISORY SERVICES
SULLIVAN DUNN WEALTH MANAGEMENT
THE HUNTINGTON INVESTMENT COMPANY
NEWEDGE ADVISORS
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CARDINAL FINANCIAL CONSULTANTS, LLC
RYZOME INVESTMENT ADVISORS
SPC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
FOGUTH WEALTH MANAGEMENT, LLC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

LOWELL EILEEN ALBERT
Cole Frageman
DAVID MICHAEL DELEKTA
Nathan Carnochan Traxler
NICHOLAS RAYMOND SCHAFER
BRENT NEAL BRUGGINK
MICHAEL EDWARD SULLIVAN
PATTI ANN HICKS
Severin Earl Erickson
Adam Joseph Baczkiewicz
Mari Shea Calton
MATTHEW GLENN OTTINGER
Brian Girard Dale
JEFFREY AARON ROBINS
Thomas W Repaskey
KEVIN D GUNNS
Erin Louise Ballor
GREGG MYLAN HUYCK
LAWRENCE LEE EPPLE
ZACHARY H ARMSTRONG
JEFFREY WAYNE HANSEN
Mitchell Steven Brunner
Elizabeth Magner Simon Crawley
Elisa D Ramos
PAUL JAMES SULLIVAN
JEFFREY A NEWSOME
STEPHANIE JO MILOSAVLEVSKI
KYLEE MOHAMMED

Within 25 miles of Okemos, MI, Best Investors lists 83 registered investment advisory firms with 201 offices nearby, managing about $11.7T in combined regulatory AUM across 1,480,429 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 Okemos

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