Firms by city
Registered investment advisers in Marshall, MI
2 SEC-registered advisers headquartered in Marshall, listed by regulatory assets under management as reported on Form ADV.
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2 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Miller Financial Services | Marshall, MI | $463M |
| Wealth Ease Wealth Management | Marshall, MI | $132M |
- Headquarters
- Marshall, MI
- Regulatory AUM
- $463M
- Headquarters
- Marshall, MI
- Regulatory AUM
- $132M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Marshall on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Michigan.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.