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Best financial advisors in Quincy, MI

Registered advisers within 25 miles of Quincy, MI.

Offices
39
Firms
15
Combined AUM
$3.22T
Firm-wide filings, not assets booked only here
Clients
517K
517,108 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
SPC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
VALMARK ADVISERS, INC.

Investors

Elisa Lavon Manley
Jordan Alexander Butler
Allison Paige O'Connell
MICHAEL DEAN SMEENGE
TAMMI ANN SCHORFHAAR
William Eugene West
Tracy Lynn Kelley
Grant Ray Kelley
Jason Robert Wright
Donna Berry Hines
ROBERT DAVID RUMSEY
Alan Russell
Matthew David Patillo
Denise Lynn Monahan
Don Luigi Toffolo
Jason Daniel Adcock
John Harman Waldvogel
Nolan James Sullivan
Charles B Waldvogel
Brett Andrew King
KIMMY SUE MORRIS
KENNETH RAY EHINGER
Brendan McCarthy
Jason David McBride
Derek Steven Shaw
DANIEL SCOTT SCHARLACH
Michael Joseph Hanson
Valerie Ann Medendorp
Rhonda Lynn Hanson

Within 25 miles of Quincy, MI, Best Investors lists 15 registered investment advisory firms with 39 offices nearby, managing about $3.22T in combined regulatory AUM across 517,108 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 Quincy

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM