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Best financial advisors in U Of M, MI

Registered advisers within 25 miles of U Of M, MI.

Offices
652
Firms
219
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,925 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
HANTZ FINANCIAL SERVICES, INC.
VISION CAPITAL PARTNERS
THE HUNTINGTON INVESTMENT COMPANY
DIVERSIFIED, LLC
PALATINE HILL WEALTH MANAGEMENT
DARDEN WEALTH GROUP
BOARDWALK WEALTH MANAGEMENT
COLUMBIA ASSET MANAGEMENT, L.L.C.
NARROW GAUGE VENTURES FUND MANAGEMENT, LLC
TOPIARY CAPITAL MANAGEMENT, LLC
MICHIGAN ANGEL FUND MANAGING MEMBER LLC

Investors

GENEVRA ASHLEY MITROVICH
KEVIN LEE SHETTLER
Michael Chukwuka Eze
Demetrike Wells-O'Brien
CRAIG A SHIPMAN
Alfonzo Credit
Ryan Douglas May
Asbjorn S Jensen
KEVIN JOHN CURRY
Holly Ann Duthie
Michael Victor Pisarczyk
Juliette M Gassner
RAYMOND KEITH RONDY
JANET ELIZABETH NICKEL
BRYAN EDWARD MCNAMARA
TIMOTHY DAVID MAJEWSKI
Reichell Shante Ray
Aaron Christopher Webb
SCOTT KENNETH BENNETT
Kyle Bronson O'Keefe
JUDITH KAY MCCAMMON
Mark W Holody
Shelby M Wilson
ERNIE WILLIAM ZACK
MARK EDWARD MCCORMICK
XIAOMIN DEROO
MATTHEW LLOYD LOCKWOOD
ANDREW PATRICK AUGUSTINE
DAVID GILBERT SEIDEL
Jason David Tait
MEGAN E PAFFORD
RACHEL JOEY NICHOLS
Alexandrea Darlene Snyder
Michael Tucker Themm
Alan Palgut
Evan John Dubay
Austin Allen Tapley
Justin Alexander Walker
ZACHARY GORAN CEPO
ALEXANDER JOHN CALDERWOOD
MICHAEL ORAS REID
VINCENT HENRY BUZOLITS
AMY ESTHER LAVOIE
DANIEL WILLIAM MCKENNA
DAVID MAXFIELD NICHOLS
DANIEL JOSEPH STEVENS
HEATHER MARIE GOSNICK
Mary Ann Shaw
Deanna Jeannine Mouat
Jacob Timothy Harry
Anthony Wisam Sitto
David Michael Lamberjack
Jake James Wohlfert
Sean Alexander Latham
Nolan Josef Klavon
MICHAEL GEORGE ADDOR
MICHAEL LOUIS CARMOUCHE
SCOTT RYAN SNYDER
PATRICIA LOUISE KHOE
CHRISTOPHER JOHN WOHLFERT
DANIEL DOMINIC LUTHER
NANA ADEBI YAWSON
DRAKE ADAM CHWALIBOG
Joshua Quinn Ginepro
Daniel Macklin Flannery
Joseph Francis Schaefer
EMMA MARTINE BIELBY
Trenton Lamar Buycks
CHARLES ZACHARY CRANDALL
Tanvi Devarakonda
Ashley Joyce Humphrey
Thomas Wesley Duncan
Julie E. Hall Labrune
Nikolis D'Annunzio
NICKLAUS MICHAEL AREDDY
ROBERT NEWTON POLLOCK
JEFF ADRON CHEEK
CHARLES EDWARD DABROWSKI
ANDREA BERNARDINI DARDEN
Andrea Lee Russo
DAVID ANDREW MCNEELY
HYLAN CHARLES MOISES
MARK MINDER
Fadi Issa
LINDA MARGARETA MEADOWS
CHRIS HOANG LUONG
BRIAN HUMPHREY WEISMAN
Kory Lynn Salagean

Within 25 miles of U Of M, MI, Best Investors lists 219 registered investment advisory firms with 652 offices nearby, managing about $14.1T in combined regulatory AUM across 3,116,925 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 U Of M

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM