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Best financial advisors in Olivet, MI

Registered advisers within 25 miles of Olivet, MI.

Offices
98
Firms
30
Combined AUM
$5.55T
Firm-wide filings, not assets booked only here
Clients
575K
574,570 clients when Item 5C has a number
Avg / client
$9.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
MILLER FINANCIAL SERVICES LLC
OSAIC WEALTH, INC.
WEALTH EASE WEALTH MANAGEMENT
B. RILEY WEALTH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jeanne Georgi Tomasek
LANCE WAYNE ROE
CHARLES EDWARD ARCHER
Joshua W Dreps
Nash W Roberts
Robert Scott Crocker
LORRI ANN DOOLITTLE
Nicholas Bradley Horstman
Kiley D Blanton
JOSEPH DANIEL WILSON
Jason Paul Rapelje
Kenneth Morgensai
Alex George White
Mohamad Hussein
Taylor Olivia Gibson
Isaac Lubbers
JOSEPH PATRICK MILLER
JENNIFER L HURD-BEGG
ROBERT BRUCE HURD
Gary Arthur Therrian
AUSTIN ERWIN RINARD
Todd Dean Candelaria
Chase Michael McGill
STEVEN ROGER BARTSHE
David Louis Price
Jacob Timothy Vanator
Zachary Piotrowski

Within 25 miles of Olivet, MI, Best Investors lists 30 registered investment advisory firms with 98 offices nearby, managing about $5.55T in combined regulatory AUM across 574,570 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 Olivet

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM