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Best financial advisors in Three Rivers, MI

Registered advisers within 25 miles of Three Rivers, MI.

Offices
182
Firms
70
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,101,578 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
GOLDMAN SACHS WEALTH SERVICES, L.P.
INFINITY ADVISORY GROUP
PPS & V ASSET MANAGEMENT CONSULTANTS INC

Investors

Jared Dishinger
BRANDON THOMAS VALDO
Thomas Cole
Faith Lamere-Richards
DAVID JAMES BOOKO
JORDAN DAVID BOOKO
Brian Keith Ringle
Brett Arthur Cropsey
GREGORY R HOOVER
Jay Koski
Jill Patricia Walsh
Matthew John Bolton
Sharlee Nicole Zalewski
Sandra Marie DeVito
KRISTINA L LONEY
Theresa Louise Fisher
Eric Christopher Tiller
GREGG GLENN EICHOLTZ
Andrew C Schutz
ERIC JOHN SWEENEY
Jennifer Ann Curtis
ANDREW JAMES SONNEVIL
GEORGE GILBERT SMOJVER
Thomas Michael Schripsema
MARTHA ANN IRELAND
TIMOTHY JOHN BAILEY
GINNY SUE DELL
RYAN J SNYDER
BENJAMIN LORAIN TAYLOR
RYAN JOHN VLIEK
KAYLA JOY FRANTZ
NORMAN JOSEPH TORRE

Within 25 miles of Three Rivers, MI, Best Investors lists 70 registered investment advisory firms with 182 offices nearby, managing about $10.9T in combined regulatory AUM across 2,101,578 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 Three Rivers

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM