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Best financial advisors in Otisville, MI

Registered advisers within 25 miles of Otisville, MI.

Offices
116
Firms
42
Combined AUM
$9.12T
Firm-wide filings, not assets booked only here
Clients
1.64M
1,642,732 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
PROCYON
THE HUNTINGTON INVESTMENT COMPANY
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CENTAURUS FINANCIAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RICHMARK PRIVATE WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
MORGAN STANLEY

Investors

Robert David Love
NATHAN DONALD SEALEY
Nathan M Long
ADRIAN CURTIS HUNTER
Benjamin Littlefield
Mark Douglas Bachman
Todd Petty
JESSE MICHAEL VANVALIN
GERALD TIMOTHY ST. CIN
Marcelo Flores
GARY LEE FISHER
TAMARA SUZANNE MILLER
Michael Keith Butterfield
Karen Strader
MATTHEW J KOCH
Timothy Joseph Cairnduff
Michael Wesley Hall
SARAH MARIE NOVAK
EDWARD THOMAS FOLTZ
Cole Stephens
RONALD KENT HALLER
RICHARD ROBERT MAROTZKE
BLAISE CONLEY ZIMMER
ZECHARIAH MAROTZKE
KEVIN JOSEPH SIMS
FRANK WILLIAM LIST
Shanna Jacobs
DAVID A PENDLETON

Within 25 miles of Otisville, MI, Best Investors lists 42 registered investment advisory firms with 116 offices nearby, managing about $9.12T in combined regulatory AUM across 1,642,732 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 Otisville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM