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Best financial advisors in Rockford, MI

Registered advisers within 25 miles of Rockford, MI.

Offices
484
Firms
174
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,052,794 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

MITCH LYONS WEALTH LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
PRIVATE ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HENRICKSON NAUTA WEALTH ADVISORS, INC.

Investors

MITCHELL WARREN LYONS
Donald John Price
Jacob Jackson
Jeffrey Alan Buursma
Aimee Christine Ohlman
DENNIS LYNN STARBUCK
Benjamin Howard LaDuke
WILLIAM CABOT PARKER
BRYCE ANDREW ROEBKE
CHAD P ZITZELSBERGER
Mark Koppendrayer
ANDREW STEVEN WOUDWYK
Eva Lynne Trudell
Alexandrea J Spendow
Bryan Blaine Kading
Christopher Scott Carlson
Natalie Mayumi Filker
Andrew Christopher Carlson
FRANK JOSEPH NERYCHEL
CHRISTOPHER J BOUMA
ROBERTA J HACKER
SHAWN LAHRING
Emily Marcinek Gunnels
Robert Michael Maloof
Courtney I Maloof
Andrew Johnson
David Paul Johnson
MATTHEW WAYNE BROWN
MICHAEL WAYNE BROWN
Brian Keith Stearns
OLGA SIMAKOVA HEJL
Sara E Lewis
Adam Vincent Waleskowski
Anna-Maria Astor
SHAWN THOMAS HEALY
TAMARA IRENE SNABLE
JEFFERY DEAN NAUTA
Mark Paul Henley
DOUGLAS ALLEN HENRICKSON
MATTHEW STEPHEN SMARTT

Within 25 miles of Rockford, MI, Best Investors lists 174 registered investment advisory firms with 484 offices nearby, managing about $16.1T in combined regulatory AUM across 3,052,794 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 Rockford

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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