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Best financial advisors in Birmingham, MI

Registered advisers within 25 miles of Birmingham, MI.

Offices
1,414
Firms
454
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,577 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

ONEPOINT BFG WEALTH PARTNERS
J.P. MORGAN SECURITIES LLC
SOLYCO WEALTH LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
PLANNING ALTERNATIVES LTD
UNITED CAPITAL FINANCIAL ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
LIBERTY CAPITAL MANAGEMENT INC
LONG LAKE CAPITAL MANAGEMENT, LLC
FORTIS CAPITAL ADVISORS, LLC
OSAIC WEALTH, INC.
MORGAN STANLEY

Investors

PAUL EDWARD KADESCH
Edgar L. Jackson
Timothy D Dimock
Sarah Markeson
Nathaniel Shallal
JAMIE LEE ROTH
Evan Garrett Gruchot
Derek J Podolak
Tinja Anderson
Thomas John Trouba
VITO PETER GIOIA
Curtis Ryan Trimble
Isaac Nathan Miller
Samuel James Gettis
MARY MARGARET CRUMMEY
Maral Thomas
Sara Banks Uffelman
JONATHAN DREW UFFELMAN
JAY B HOWARD
TYLER RAY SCHRAM
SCOTT FRANKLIN RICHEY
MICHAEL JEFFREY WATSON
Eric Munro
Kyle Stefan
Jack Mason Kloka
Rachel Anne Irwin
Laura Herfy
RANDALL RUSSELL RUSSO
ARMIN NIKSIMAEE
DAVID Walter TUTAK
STACEY MARIE GOMEZ
TIMOTHY HANNA
KENT W. GOLIGHTLY
NATHAN MARK MERSEREAU
GARY STEVEN ROSENBERG
SHERISE LANAY STEELE
Connor J Brannagan
SUZANNE AITCHISON
Kenneth John Carbaugh
James V. Howe
CHARLES LAWRENCE DETTLOFF
BRYAN JOHN MORTENSON
BENJAMIN AARON KUSNER
ADELAINA N WELCH
STEVEN HAROLD BERNER
PAUL J SCOTT
STUART THOMAS MCCORMICK
Rose Gatto Bryant
KAREN RASHID BALOW
Alec Hagen
Nicholas Ryan Weidner
David John Blake
Alec Lee Tropea
Shelby Leigh Budzeak
Michael Alexander Johnston
Michael Jacob Hannosh
Katelyn Spence
LISA MARIE BAILEY
JAMES BRIAN CUMMINS
GREGORY PHILLIP MALEC
SCOTT GERARD BENNETT
RICHARD BERNARD TROPEA
LEWIS RUSSELL WALTERHOUSE
RENEE JOHANNA HOF-LACEY
KIMBERLY LYNN MELLETAT
BRIAN JAMES LAMB
ALFRED GLEN SICKINGER
Matthew C Najarian
Bryan David Casebere
KELLY A MCKINNEY
Leslie Lister
Gregory H Schink
Paul Charles Buckles
JEFFREY DAVIES
CHRISTIAN AVERY ALLEN
Mark Beck
Jillian M Gallozi
Lewis Russell Walterhouse
Dawson Wayne Carpenter
Charles Joseph Ciaramitaro
YVONNE MARIE CARVER
JOHN M MICHAEL SCHINDLER
STEVEN ROBERT WUJCZYK
CHARLES ANDREW PHILLIPSON
RICARDO JAMES ARMIJO
Paul Zajciw
TIMOTHY MATTHEW COOPER
SUSAN MARIE MOORE-BOMMARITO
Aaron Parchem
James Michael Cohen
AUSTIN MICHAEL FARAH
Peter Masouras John Masouras
ALYSSA MARIE TROPEA
Adriana Estefania Soto
Tyler Wujczyk
Brett Rude
GARY MITCHELL NAJARIAN
JOHN FRANCIS PETERS
JAMES BRIAN GUISINGER
PHILIP CHARLES OHMAN
DAVID ALAN FOGLEMAN
MICHAEL AARON ROSNER
JOSEPH JOHN CIARAMITARO
Robert Alric Barrett
Torrey J Myrick
HOWARD LOUIS MARGOLIS
CARLETON SCOTT CRIMMINS
LISA R LONG-MARGOLIS
CHRISTOPHER S BRANNAN
Rebecca Ann Miller
RICHARD JUDSON ALLEN
ANDREA WAIDNER
ALAINA LYNN LOTITO
CLAYTON FRANKLIN
JASON CLAYTON FRANKLIN
SPENCER THOMAS SCHMALE
MARY ELIZABETH FUGELSANG
NICOLE ROCHELLE MOTEN
ALLEN FERGUSON
DAVID GLENN CLARK
JEFFREY MICHAEL STANDER
VIRGINIA ANN WISELY
JAMES CONWAY RIVARD
TANISHA MICHELLE FARMER
Brad E Peltier
JESSICA N BRANNAN
Jacqueline Mekhail
Julian H Bueno
KYLE T ZWIREN
Charles Young
Andrew H Shaffer
TERRENCE FLYNN FALAHEE
JEFFREY ALLEN HOPPIE
TIMOTHY MICHAEL BRICE
RICHARD GARY GORMAN
LEE MICHAEL CABELOF
HEIDI JANE KRIEWALL
CLIFFORD MARC MIGDAL
MICHAEL SIA BELLWARE
SCOTT THOMAS NEHRA
WILLIAM ANTHONY LAROSA
PATRICK J RIVARD
ANGELA VIVAN JARDIN
DAVID J RUNYON
Kristina Marie DiGiacomo
ANGELIQUE CAROLINE AMES
Michael Keith Kaline
SCOTT MCMILLAN STRICKLAND
JOHN CHARLES RAETZ
TIMOTHY A BASSETT
DANA DIVERGILIO
Zachary Goldman
Brianna A Driscoll
Sally A Cholewka
OLAF C KRONEMAN
KELLY ANN KWIATKOWSKI
JENNIFER LYNN KING
Nicole Marie Haines-Livesay
Chukwuma O Ehiwogwu
DANIEL JOSEPH SAKALIAN
DOMINIC GREGG POLIDORI
Jasmine Molly Patel
Christina M Falahee
JACK T STANDER
Nancy M Ingles
Rachel Kristin DeFer
Derek Brody
GEORGE PATRICK HAMATY
Jacob Princinsky
Caelan H Smusz
Matilda A Carr
BRIAN P BRICE
JOSEPH LEONARD MICHALAK
MICHELLE LYNN LIVELY
JAY WARNER KERANEN
LAURA KNOPH SMITH
TROY ASHTON MOOYOUNG
TABB MICHAEL WILE
SEAN PATRICK MORAN
JULIE A DEWOLF
PAMELA ANN RANDAZZO
REBECCA LEANNE WOLFE
CHRISTOPHER MICHAEL KNEALE
TERESA JEAN WATSON
Anuj Ajit Rama
David N DiFiore
Fei Teng
Nicholas J Bonema
Ross M Haffey
AMBER N ATKINS
MARCIA ANNE MOORE
GLEN EDWARD YOUNG
COLIN PATRICK HAFFEY
THOMAS ABRAM SHELLY
GLEN MICHAEL HACKMAN
JOHN PAUL BUENO
MICHAEL WILLIAM BARBER
Matthew J Gurwin
JOSEPH G SAKER
Bryant Thomas Zore
Tyler Jordan Mann
DENISE CATHERINE MARKOVICH
Brock Caufield

Within 25 miles of Birmingham, MI, Best Investors lists 454 registered investment advisory firms with 1,414 offices nearby, managing about $20.7T in combined regulatory AUM across 3,261,577 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 Birmingham

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM