AdvisorGrade

Financial advisers in Marshall, MI

2 registered investment adviser firms in Marshall managing $595M in assets, based on public SEC Form ADV filings.

Miller Financial Services LLC

Marshall, MI · Est. 2017

Local
Fee-based
AUM
$463M
Per adviser
$154M
Advisers
3

No reported disclosures

Wealth Ease Wealth Management

Marshall, MI · Est. 2026

Local
Fee-based
AUM
$132M
Per adviser
$66M
Advisers
2

No reported disclosures