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Best financial advisors in Orion, MI

Registered advisers within 25 miles of Orion, MI.

Offices
1,226
Firms
397
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,252,593 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NEW VIEW FINANCIAL, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT RESOURCES, LLC
TEAM COVERT, LLC
CENTAURUS FINANCIAL, INC.
UHY WEALTH MANAGEMENT RIA LLC

Investors

MICHAEL DEAN ANDERSON
IAN LUCAS
ASALYN DUBOIS COACHMAN
Timothy Alan Curry
Evan Michael Wessel
MICHAEL DAVID MILEY
ANDREW MICHAEL BASTIAN
DEBRA DELGIUDICE HANAFORD
Michael S Roberts
Joshua David Bush
Daniel J Ryan
SARAH MARIE RICHARDS
SCOTT ROBERT JONES
STEPHEN THOMAS HUBER
ASHLEY HARRISON
JONATHAN JAMES HARRIS
DAVID JAMES BOIKE
DANIEL WAYNE CHAPMAN
Jacob Corey
DAVID MARTIN BOIKE
Sarah Jane Fletcher
JEFFREY V COVERT
SCOTT DAVID TOROSIAN
Thomas JM Mahfet
Michael Joseph Reiterman
Michael S Genna
TIMOTHY GERARD HERBERT
Kara Nicole Case
Alec Steven Wycoff
KEVIN MICHAEL PIERCE
STEVEN S MIODONSKI
DAVID LUCERO KRAHN
CLAYTON JAMES WINKLER
JEREMY HUNTER COPPOLA
BRIAN JOSEPH RENER
STEPHEN MARK KREMER
TREVOR DOUGLAS COPE
Lydia Teeple
DAVID ANDREW BOND
ANTHONY Arturo BONANNI
JOHN FOSTER WILKINSON
CRAIG M WIKLUND

Within 25 miles of Orion, MI, Best Investors lists 397 registered investment advisory firms with 1,226 offices nearby, managing about $18.2T in combined regulatory AUM across 3,252,593 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

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