Best Investors Account Sign in

Best financial advisors in Ortonville, MI

Registered advisers within 25 miles of Ortonville, MI.

Offices
841
Firms
305
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,233,437 clients when Item 5C has a number
Avg / client
$5.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
VERDE CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
FOGUTH WEALTH MANAGEMENT, LLC.
CAPTRUST
DANIEL KRUG & ASSOCIATES
AMERITAS ADVISORY SERVICES, LLC
SPC
ALLEN FINANCIAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
PROSPERA FINANCIAL SERVICES, INC.

Investors

Michael David Ratliff
James Patrick Vrabel
JAMES ERNEST POTTER
CYNTHIA GRACE LUNDBERG
Benjamin Scott Foor
Morgan Kathleen Cinader
KIMBERLY LAUREN ACCURSO
Adam Douglas Smart
MATTHEW T HART
Jack Benton Yarosh
Riley Bruce Manwaring
Seyedeh Sheeva Hajimirza
Marc Joseph Bergeron
Hannah Elizabeth Bennett
BRENT ALLEN WICHLACZ
NEIL E BITZER
CHARLES PAUL CRAVES
BRAD NATHANIEL ROHDE
Dionisios Zavradinos
Adam Richard David Powell
Kim Sue Huppertz
KYLE PATRICK HEPPNER
CHRIS ROBERTS
CASEY LEE POGODZINSKI
Jacob Cueny
CARL SZASZ
ERIC TOMASZEWSKI
ROCKY HAROLD JOHN ISTVAN
DANIEL MARTIN KRUG
Tammy Sue Fleming
Scott Robert Hazelton
PAUL GIRARD ROBAK
Jeffrey Carl Walters
DENNIS CARL WALTERS
Marco Pasquali
TIMOTHY ALLAN TENBUSCH
BONNIE ALDEA LUTERNOW
KENNETH SHERMAN ALLEN
PHILLIP J WEST
EDWARD CHARLES SUDZINA
Casey Sage
COLLEEN ANN SCHON
BRENT LEE DEUEL
DAVID WAYNE DEUEL
IAN CARL ERIKSEN
Nolan Adam Eriksen
MARK ADAM ERIKSEN
Joshua David Bush
Daniel J Ryan
Andrew J. Hunter
Robert P St Louis

Within 25 miles of Ortonville, MI, Best Investors lists 305 registered investment advisory firms with 841 offices nearby, managing about $17.7T in combined regulatory AUM across 3,233,437 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 Ortonville

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