Best Investors Account Sign in

Best financial advisors in Utica, MI

Registered advisers within 25 miles of Utica, MI.

Offices
1,055
Firms
371
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,781 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLACKRIDGE ASSET MANAGEMENT, LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SPC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KAIZEN WEALTH MANAGEMENT, LLC

Investors

Gurdeesh Singh
Cory Miglio
Carlo Manzella
Maria P Soave-Krambeck
CHRISTEL J TOAL
ANTHONY J MONASTERO
OMAR EL GOTHAMY
Logan P Davies
JAMES DALE KRAATZ
Kimberly Lane Arnett
Laura A Mitten
JOHN PATRICK STELMAN
ARMIN HRNCIC
MICHAEL J SIMONDS
ANTHONY MACALUSO
Kimberly Sue Dwyer
Kyle Kuykendall
BRYAN ERIK KNOP
LARRY LAYNE DAVIS
ANGELA DAWN PEPPER
MARK WILLIAM GUGEL
BRIAN MICHAEL VANHEVEL
MARK ANDREW JANKAUSKAS
DANIEL LEGNER
JUSTIN CATTANEO
JAMES MATTHEW TAFELSKI
TODD WILLIAM SHIMSHOCK
GINO MICHAEL PETITTA
CHRISTOPHER SCOTT OHLERT
FRED WILLIAM KOBLER
RENAE SHANNON KOBLER
ALBERT DOUGLAS LALONDE
Katie Fredlund
Cory James Hamlin

Within 25 miles of Utica, MI, Best Investors lists 371 registered investment advisory firms with 1,055 offices nearby, managing about $18.1T in combined regulatory AUM across 3,251,781 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 Utica

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