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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

ONEDIGITAL
MOORE FINANCIAL STRATEGIES, LLC
CITIZENS SECURITIES, INC.
UHY WEALTH MANAGEMENT RIA LLC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SUMMIT FINANCIAL, LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
MODERN WEALTH MANAGEMENT, LLC
GLASS RETIREMENT STRATEGIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EVERYTHINGHR FINANCIAL SERVICES LLC
FOCUS PARTNERS WEALTH, LLC

Investors

JULIE DELYNN HANSON
KELLEY FAUSTIN SNOOK
Sean Michael Ryan
JASON MICHAEL MOORE
ROBERTO RICARDO RIZZA
DANIEL JAMES LAGINESS
RYAN ANDREW HOWARTH
FELICITY DI PISA
Amal Hagisufi
MICHAEL IAN SHERMAN
Jarred Height-Kaplan
Ryan William Kraft
COURTENAY MARIE LYONS
CARL EDWARD ERICKSON
JOSEPH AMATO ANASTASIO
JENNIFER MARIE MIHELIC
DAVID A LONG
PATRICIA KIM KELLER
STEVEN MANUEL DINES
TAMARA S CIESINSKI
NICHOLAS HENRY JALLOS
TEDDIE EISENBERG
KARIN JEANNE LACKER DELINE
RICHARD DEAN GURCHAK
RICHARD DICKRAN KURJIAN
JENNIFER LYNN MULLETT
STACY PAULINO
DAVID ANDREW BARASH
HARVEY JACK MARKZON
KENNETH MARK HARB
GREGORY ELLIS HILL
MARK THOMAS ROWLEY
DAVID RAY HESTER
RALPH TIMOTHY ALBERS
ERIN MCCULLOUGH NORDLOH
PATRICK FRANCIS PATIN
CARLA DENISE STAMPS
DANIEL PATRICK MURPHY
JONATHAN THOMAS
Cody John McCullough
ADAM J SAN JUAN
GERALD THOMAS FENBY
TIMOTHY LYN FORD
Brett Joseph Bujdos
BETH JANNETTE BROOKS
CHERYL ANN MCGOWN
Brian Phillip Squire
Jeffrey Curtis Brindley
DAVID EDMUND LENDA
WILLIAM JOSEPH DOLUNT
NICHOLAS UMBERTO SCARSELLA
Robert LaBarbera
BRYCE BERNARD HEMKER
BRENT HENRY HEMKER
PETER E WARGO
HERBERT NEIL GLASS
RUPERT SAMUEL CANNONIER
KYLE MICHAEL AKERS
Kade Lawrence Messner
Nicholas Juncaj
COREY RYAN SCHEPPER
Richard El-Khoury
ELMO EUGENE WEDDERBURN
FELICIA GAIL HARRIS
Jeffrey Patrick Palleschi

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