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Best financial advisors in Perry, MI

Registered advisers within 25 miles of Perry, MI.

Offices
188
Firms
80
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,458,397 clients when Item 5C has a number
Avg / client
$6.98M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
CG ADVISORY SERVICES
EDWARD JONES
EVERGREEN WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC
SULLIVAN DUNN WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
NEWEDGE ADVISORS
HANTZ FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

BENJAMIN DAVID EICHLER
Joshua Paul Flint
PARKE GRANT PETERSEN
Nathan Zolynsky
Jia Min
Joseph Kanouno
WILLIAM KEVIN JENKINS
THOMAS ALASTAIR ROBERTSON
ADAM PATRICK LESPERANCE
ALEIA KRISTY MACDONALD
JEFFREY JOHN CASEY
JEFFREY WAYNE ROMAN
RICHARD GRAY ADAMS
AUSTIN JAMES BROWN
ALEXANDER MICHAEL DENNO
ALLISON Ingles
ELIJAH J RICHARDSON
JUSTIN A CASON
MICHAEL F GRAVES
GRANT P DUNATCHIK
NICHOLAS RAYMOND SCHAFER
Alexandria Leigh Fulton
Colby Smith
Tyler Mark Porrell
ANTHONY JOSEPH MAZZALI
JONATHAN LEE COHEN
KENNETH PATRICK EVANGELISTA
SCOTT DAVID PALOMAKI
CHRISTIAN DEAN WHITEHEAD
BRIAN JOSEPH WALKER
BRENDAN T ESTES
CONNOR PORRELL
Gary Nucian
CHARLES ERNEST CORETH
SANFORD J PRIZANT
Wyatt Smith
TIMOTHY ROY LOVING
Ryan Daniel Moffitt
JOSEPH E CRUMLEY
Robert E Phifer
JEFFREY DALE GORSLINE
ANDREW JONATHAN NUTTER
MICHAEL DUANE GORSLINE
Cooper Michael Gross
Carrie Mae Thorburn
Nathan Carnochan Traxler
BRENT NEAL BRUGGINK
AARON NATHANIEL IRVING
Jennifer L Shinabarger
PATTI ANN HICKS
Severin Earl Erickson
LOWELL EILEEN ALBERT
Cole Frageman
ENER ALMANZA
MATTHEW RYNBRANDT
GREGORY ALLEN CUSTER
Lorenzo Duran
Samuel John Whelan
MICHAEL EDWARD SULLIVAN
Mari Shea Calton
Adam Joseph Baczkiewicz
ROBERT JON MEDUNA
MICHAEL ANDREW BASMAJIAN
MICHAEL JOSEPH MURPHY
Steven Craig MacDermaid
KATIE PIKKARAINEN

Within 25 miles of Perry, MI, Best Investors lists 80 registered investment advisory firms with 188 offices nearby, managing about $10.2T in combined regulatory AUM across 1,458,397 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 Perry

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