Best Investors Account Sign in

Best financial advisors in Bham, MI

Registered advisers within 25 miles of Bham, MI.

Offices
1,382
Firms
439
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,260,879 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHPOINT FINANCIAL
NORTHERN SHORE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRANBROOK WEALTH MANAGEMENT, LLC
TRINITY WEALTH SOLUTIONS LLC
QUARTON CAPITAL PARTNERS
PROSPERITY WEALTH STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIPHER CHAIN CAPITAL, LLC
OPPENHEIMER & CO. INC.
Q3 ASSET MANAGEMENT CORPORATION
J.P. MORGAN SECURITIES LLC
EDWARD JONES
ASSET PRESERVATION CAPITAL, LTD
MCN INVESTMENT MANAGEMENT CO.

Investors

DAVID ALBERT DEBENEDICTIS
MICHAEL CHARLES TITUSKIN
Keith Wagner
MITCHELL MOWID
RICHARD EDWARD BALAMUCKI
MARK ROOSEVELT FITZGERALD
LOGAN THOMAS ROSS
WALTER MAZIARZ
Curtis Ryan Trimble
VITO PETER GIOIA
Peter Francis Hamburger
TERRILL CORTEZ MAYBERRY
MITCHELL ROBERT MCCANN
Wesley McCann
JOSEPH KOLANOWSKI
RYAN DOUGLAS ROBERTSON
DONNEL MILLER DICKERSON
EMILYANN D RUBIO
Cort Leo Wagenberg
BRYAN JOSEPH CARROLL
JAMES SCOTT MORAN
CAITLIN R FALENSKI
Joseph Patrick McAllister
TYLER ROBERT MANN
KAYLA MARIE RICE
BLAKE CHRISTOPHER KEELEAN
KENNETH JAMES DORAZIO
MARK EDWARD BANISZEWSKI
PETER JAMES ULBRICH
FRANCIS JOSEPH PISANO
MARY ELIZABETH WARD
KAREN SCHWOCHO-TUNNECLIFFE
ALLEN DUANE O'BRIAN
WILLIAM MEINKE KUHN
JAMES KENNETH DZIADZIOLA
JENNIFER ANN SHANDLER
JOSEPH MICHAEL CASERIO
Craig A Schneider
AMOS MICHAEL SHEENA
ADAM ROBERT QUIRING
Joseph Olekszyk
Ethan Samuel Pinto
JOHN ALISON FAHNESTOCK
BRADFORD NICHOLAS GIAIMO
Maximilian Grimaldi Baker
HOUSTON RUSSELL SANDERS
JESSICA CHIANG
ROBERT THOMAS MCMAHON
ANTHONY LOUIS BUCCI
Divyesh Sharma
Spencer William Doty
Chad C Blackstone
CARL DAMIEN GILL
MICHAEL CURTISS NUMMER

Within 25 miles of Bham, MI, Best Investors lists 439 registered investment advisory firms with 1,382 offices nearby, managing about $18.4T in combined regulatory AUM across 3,260,879 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 Bham

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