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Best financial advisors in Taylor, MI

Registered advisers within 25 miles of Taylor, MI.

Offices
1,057
Firms
384
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,159,687 clients when Item 5C has a number
Avg / client
$5.53M
Combined AUM ÷ clients

Nearby offices

Firms

DOBBINS CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WORLDWIDE CAPITAL ADVISORS, LLC
MERIT FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC

Investors

DANIEL PIERCE DOBBINS
James Michael Fedewa
ANTHONY PAUL TUCCINI
AMY ELIZABETH YESNACH
SAMUEL EVERETT QUISENBERRY
ADAM LEONARD HOLINSKI
EDWARD ISADORE SMITH
NICHOLAS ANTHONY HAWK
TODD ALAN COUSINO
TERRI KATHLEEN ROWE
Sonya Gwyn Palumbo
GERARD THADDEUS TAYLOR
KENNETH BRUCE LUNDQUIST
CORRINE RENEE CLARK
PETER NANASI
JANICE CICHOWLAS
DAVID ORIN MCMILLIN
PAUL DAVID MCMILLIN
PETER LOUIS GIANOPOULOS
CHRISTOPHER JOSEPH LOWRY
JASON DANIEL MCELROY
CHRISTINA MARIE PERNA
ANTHONY ERNEST LAJEUNESSE
ERIN MICHELLE WOZNIAK
JORDAN OESTERLE
Donald Ryan Andrysiak
DONALD JON ANDRYSIAK
Pamela Ann Preczewski
Dustin M Misorski
PHILIP JAMES PAPPAS
Madison Campbell
Curtis Wolfe

Within 25 miles of Taylor, MI, Best Investors lists 384 registered investment advisory firms with 1,057 offices nearby, managing about $17.5T in combined regulatory AUM across 3,159,687 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 Taylor

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