Best financial advisors in Wales, MI

Registered advisers within 25 miles of Wales, MI.

Offices

104

Firms

37

Combined AUM

$7.23T

Firm-wide filings, not assets booked only here

Clients

1.25M

1,248,401 clients when Item 5C has a number

Avg / client

$5.79M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

979 Wadhams Road
Kimball Township, MI 48060

FIFTH THIRD SECURITIES, INC.

5314 LAPEER RD.
KIMBALL, MI 48074

PNC WEALTH MANAGEMENT LLC

69306 Main
Richmond, MI 48062

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

36111 Beier St
Richmond, MI 48062

10.1 miles away

EDWARD JONES

68385 S MAIN ST
RICHMOND, MI 48062-1237

10.1 miles away

SIMMONS FINANCIAL SERVICES, INC.

68311 MAIN ST.
RICHMOND, MI 48062

10.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2801 Gratiot Blvd
Marysville, MI 48040

10.5 miles away

EDWARD JONES

1100 MICHIGAN AVENUE SUITE C
MARYSVILLE, MI 48040

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

782 HURON SUITE 2
MARYSVILLE, MI 48040

11.5 miles away

LPL FINANCIAL LLC

501 GRATIOT BOULEVARD SUITE 2
MARYSVILLE, MI 48040

11.6 miles away

LPL FINANCIAL LLC

23087 E MAIN ST
ARMADA, MI 48005

11.8 miles away

FIFTH THIRD SECURITIES, INC.

74195 FULTON
ARMADA, MI 48005

11.9 miles away

LPL FINANCIAL LLC

3100 KING RD. SUITE A
CHINA, MI 48054

12.8 miles away

EDWARD JONES

1161 South Carney
SAINT CLAIR, MI 48079

12.9 miles away

EDWARD JONES

301 ORCHARD SUITE 1
ST CLAIR, MI 48079

13.3 miles away

OSAIC WEALTH, INC.

531 NORTH RIVERSIDE AVE SUITE 200
ST. CLAIR, MI 48079

13.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3171 Keewahdin Rd
Fort Gratiot, MI 48059

13.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2932 Pine Grove Ave., Suite 1
Port Huron, MI 48060

13.4 miles away

EQUITABLE ADVISORS, LLC

801 10TH AVENUE SUITE C
PORT HURON, MI 48060

13.4 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

201 NORTH RIVERSIDE AVENUE SUITE E-7
SAINT CLAIR, MI 48079-5491

13.4 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

FIFTH THIRD SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SIMMONS FINANCIAL SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

EQUITABLE ADVISORS, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Jeremy Michael Dodder

JAMES JOSEPH MCLAUGHLIN

NICOLE TERESE FOBARE

EDWARD JOHN MAEDEL

Janelle Lynn Micks

KENNETH LYLE SIMMONS

JAMES PATRICK VINCKIER

Joseph Sigmund Lewandoski

Evan Miles West

Daniel K Krauskopf

STEVEN JOSEPH WEINGARTZ

MARK RONALD DITTMAN

Sarah Armstrong

KATHLEEN MARIE COOK

Charles Michael Alley

William D Potthoff

RICHARD GERARD SCHWEIHOFER

EVETTE MISTY BONFIGLIO

MICHELLE MARY KUSCHEL

BRIAN SCOTT DUDA

CARL HERMAN JOHNSON

LORI ANN STEPHENSON

Megan Marie Schudlich

SHELLEY SCHUDLICH

Within 25 miles of Wales, MI, Best Investors lists 37 registered investment advisory firms with 104 offices nearby, managing about $7.23T in combined regulatory AUM across 1,248,401 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 Wales

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM