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Best financial advisors in Otsego, MI

Registered advisers within 25 miles of Otsego, MI.

Offices
183
Firms
68
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.11M
2,106,031 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
HARBOUR INVESTMENTS, INC.
TRUNORTH CAPITAL MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Marissa Jo Selby-Lopez
Timothy Eugene Andrus
David Rowe
Ginger M Titus
Matthew Goodwin
KELLY ANN LIEBBE
ANTWAN WARD
Faith Lamere-Richards
AARON W HOLLISTER
Hannah Barnes
THOMAS SCOTT PRESSEY
WILLIAM MICHAEL SANDERS
Morgan Suzanne Yaw
Max Ethan McGuire
Sean Alan Budlong
Kendra Ashley-Marie Omans
Mark Joseph Sansom
DEBORAH LEE CLARK
ASHLEY MORGAN HARE
Richard Vernon Buller
Gary Buller
Renae Michele Morrie
Matthew J TerAvest
STEVEN EDWARD TIBBITTS
Clayton Robert Schauss
TODD GARY CARLESS
Melisa Sue Lautenschleger
Alayna Oskey
Robert C. Marciniak
KEVIN LEE MILLER
JEAN-CLAUDE SCHULTZ MORISSET
BRIAN J MULLALLY
AARON PAUL PUFF
Madeleine Anne Camilli
Emilee Lawrence
STACEY M CROSBY
JASON THOMAS GRANT
Jacqueline Amy Horan
Kory Joseph Wagonmaker

Within 25 miles of Otsego, MI, Best Investors lists 68 registered investment advisory firms with 183 offices nearby, managing about $10.5T in combined regulatory AUM across 2,106,031 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 Otsego

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 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