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Best financial advisors in Rochester, MI

Registered advisers within 25 miles of Rochester, MI.

Offices
1,160
Firms
387
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,596 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
IP FINANCIAL ADVISORY SERVICES LLC
TRIUMPH INVESTMENT ADVISORY GROUP, LLC
MANAGED ASSET PORTFOLIOS, LLC
CETERA INVESTMENT ADVISERS LLC
KOVACK ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.

Investors

Joshua Robert Wade
GEORGE ZOBIAN
Evan James Gerrard
THOMAS EDWARD VERMEULEN
CHARLES WILLIAM SNYDER
ROBERT PAUL ABRAHAM
Andrew Michael Goodrich
ERIC MICHAEL FRANTZ
RONALD DAVID ALBERS
DAVID KENNETH RUBENSTEIN
SCOTT DRURY LUNDBERG
ROBERT HOWELL FRANK
TODD AARON STERLING
Stacy A Cataldo
BRUCE ALMO FRENCH
JOHN PATRICK SACCO
JESSICA SUNG FITZGERALD
AMY JO HARTMAN
BRADLEY STEPHEN BATUR
Amanda Lynn Henderson
Valentine Maria Koch
Andrew Stephen Dafoe
Jennifer Michalski
Logan L Oates
Peter Justin Samurkas
Matthew Joseph Sebastian
KEVIN FRANK SHAMBLIN
CRAIG STUART BALTER
DEAN STEVEN HOWARD
JOHN PATRICK MEIER
ERIC NATHAN CHANDLER
SANDRA E LUTKENHOFF
Ryan Joseph Hansinger
LAURA WAIMON HUNG BASTUBA
CRAIG WILLIAM BASTUBA
MARK TAYLOR KAISER
Steven Patrick McGrath
Chad Patrick Rinke
ALAN BLAKE MCLELLAN
JAMES WILLIAM MCLELLAN
Jeffrey J Johnson
MICHAEL STEPHEN SKRZYPCZAK
CHAD AARON SIMON
Stephen Michael Dzialo
MICHAEL STEPHEN DZIALO
MICHAEL DENNIS RODZIK
STEVEN JOHN HUSOVSKY
ZACHARY S. FELLOWS
Samuel Edward Morley
Nathan Marshall
KAREN MICHELE CULVER
DENNIS LOYD ENGEL
PETER JORDAN SWAN
STANLEY CHRISTOPHER PERKOWSKI
Julie Anne Fici
BRIAN DAVID NEWCOMBE
Nicolas Andrew Vilotti
DANIEL SCOTT PATTERSON
THOMAS PATRICK FITZGERALD
LEONARD MICHAEL BRUNKEY
STEPHEN JOHN NIEZGODA
MADELINE KATE BRUNKEY
ROBERT MICHAEL CRAUN
Jason Michael Muchortow
Brian James Coleman
Madison Alysse Scarpelli
AARON DALE OSKEY
MARC JANCA
TIMOLEON LUCAS NICHOLAOU

Within 25 miles of Rochester, MI, Best Investors lists 387 registered investment advisory firms with 1,160 offices nearby, managing about $18.4T in combined regulatory AUM across 3,251,596 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 Rochester

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