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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

AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FINANCIAL ADVISORY CORPORATION
CHARLES SCHWAB & CO., INC.
EDWARD JONES
BEMANAGED
VALMARK ADVISERS, INC.
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
HUGHES FAMILY CAPITAL, LLC
LAKEWOOD HUGHES, LLC
EDELMAN FINANCIAL ENGINES
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GREENROCK WEALTH MANAGEMENT, LLC

Investors

ANH NGOC TRAN
ROBERT DENNIS MOSSON
MARY BETH NORRIS
DOWIE PETER VANDERSCHAAF
MATTHEW CARL EHINGER
Tricia M O Hearn
BARTH CARL ROBERTS
BRETT EVAN GORTSEMA
STEPHEN ALLAN WATKINS
KYLE DUSTIN TRAVIS
Ryan Nussdorfer
MARK CHARLES DARNELL
PAUL CHARLES DRUEKE
PETER D VANDERSCHAAF
JOHN ASKIN FUGER
JOEL DAVID VANDER MEYDEN
LORAN JAY FILSON
CRAIG MATTHEW RAYMENT
CHRISTOPHER MICHAEL STILL
Jackson J VanDyke
RYAN MICHAEL ALLEN
NICHOLAS SOMERS
TROY PATRICK ALLEN
MATTHEW JOHN VAN HEKKEN
COLIN EVAN BYERS
JOHN DAVID SHUBERT
Christopher Darriel Alsobrooks
SPENCER VANDEVUSSE
Julia Robichaud
CHRISTOPHER SCOTT WRIGHT
DON WESTON GOETCHEUS
Katherine M Brandon
MATTHEW JOHN BRANDON
Kyle Underwood
Gregory A. Flick
Anthony Rudy Williams
William Julius Boersma
Erica Wilson
DAVID SCOTT HANSEN
JOSEPH WILLIAM WHITMER
Josefine Jennifer Hoetzel-Roden
NICHOLAS ROBERT VENLET
JENNIFER LYNN MIERENDORF
Christopher Carl Munson
Bryce Donovan Kelley
JUSTIN DAVID HALES

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