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Best financial advisors in Orion Twp, MI

Registered advisers within 25 miles of Orion Twp, MI.

Offices
1,206
Firms
394
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,252,581 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OVERWATCH ADVISORS, LLC
NEW VIEW FINANCIAL, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

IAN LUCAS
ASALYN DUBOIS COACHMAN
Timothy Alan Curry
Evan Michael Wessel
Grant Michael Fodor
SCOTT BENJAMIN OCKERMAN
JAMES LARRY FELIX
Brian S Hanigan
Joshua David Bush
Daniel J Ryan
MICHAEL DEAN ANDERSON
Adam Bradford
MICHAEL DAVID MILEY
ANDREW MICHAEL BASTIAN
DEBRA DELGIUDICE HANAFORD
Joshua Robert Wade
JEFFREY DENNIS ROE
JOHN WILLIAM MANZELLA
CHRISTINE MARIE PAUL
JASON JAMES MURPHY
ERIC KYLE BIRCH
TRAVIS JAY SMITH
JAY LAWRENCE SMITH
MARC MICHAEL POWERS

Within 25 miles of Orion Twp, MI, Best Investors lists 394 registered investment advisory firms with 1,206 offices nearby, managing about $18.2T in combined regulatory AUM across 3,252,581 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 Orion Twp

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM