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Best financial advisors in Southfield, MA

Registered advisers within 25 miles of Southfield, MA.

Offices
51
Firms
30
Combined AUM
$3.91T
Firm-wide filings, not assets booked only here
Clients
426K
426,017 clients when Item 5C has a number
Avg / client
$9.18M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TABLEAUX WEALTH
LPL FINANCIAL LLC
BERKSHIRE MONEY MANAGEMENT, INC.
ROCKINGSTONE ADVISORS
MML INVESTORS SERVICES, LLC
INTEGRATED ADVISORS NETWORK LLC
RBC CAPITAL MARKETS, LLC
EIA INVESTMENTS LLC
AMERICAN INVESTMENT SERVICES INC
MAIN STREET RESEARCH LLC
ONEAMERICA SECURITIES, INC.
ST. GERMAIN INVESTMENT MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK

Investors

WILLIAM GEORGE DOBBINS
SHERRY LEE DE CELLE
KATHERINE JANE REISFELD
GARY ELLIOT MARTINELLI
Luke Farrell Delorme
Joseph Richard Polidoro
MATTHEW SAMUEL CHESTER
Bryce Edward Schuler
Daniel Gerald Morin
MARK JOSEPH DE CELLE
Courtney A Boudreau
JASON THOMAS FREE
Holly Kathleen Simeone
ERIC RICHARD KATZMAN
COLIN HAMILTON SMITH
JESSICA BARTLE
MELISSA MAE
TERRENCE WILLIAM WEBB
JESSICA MANSFIELD MORRIS
STACIE WEINER
MICHAEL ARCHIE FAZIO
ANTHONY ARTHUR COLLINS
DAVID FRANCIS ST. PETER
MATTHEW JOHN SVIRIDA
A. MACKENZIE WORTHINGTON WAGGAMAN
CHARLES DWAYNE MURPHY
JOHN LANE BARRY
HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
John E Schwaikert
DJEMAL EYUP ARANITI
Marianne Sara Fresia
Matthew Ryan Freitag
TANYA LYNNE HAAS
MAURICE STEVEN BOWERMAN
ROBERT CHARLES ELY
JAMES JOHN ZIEN
KATE ZIEN KOPLIN

Within 25 miles of Southfield, MA, Best Investors lists 30 registered investment advisory firms with 51 offices nearby, managing about $3.91T in combined regulatory AUM across 426,017 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 Southfield

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM