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Best financial advisors in Clarkston, MI

Registered advisers within 25 miles of Clarkston, MI.

Offices
1,300
Firms
431
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,260,675 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
LAKEPOINT WEALTH PARTNERS
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MOORE FINANCIAL STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
SPC
SECURE ASSET MANAGEMENT, L.L.C.

Investors

Michael S Roberts
Eli Durgham
Asha S Patel
Wyatt William Flynn
JAMES ERNEST POTTER
Robert Kashat
Ryan J Coryell
Michelle Renee St George
RACHEAL LOREN HARDY
Kenneth Todd Mosher
Huimin Lau
Steven Morey
Adam David Veale
COREY RYAN SCHEPPER
Richard El-Khoury
COURTENAY MARIE LYONS
CARL EDWARD ERICKSON
Sean Michael Ryan
JASON MICHAEL MOORE
RONALD JAMES WALTON
CHRISTOPHER ROBERT OZDARSKI
Stephen Saad Yono
Michael David Ratliff
James Patrick Vrabel
Chad Michael Wotton
Thaddeus William Schlaud
BENSON N ONYEGBULA
MARK JOHN MUELLER
Gavin Schmidtmann

Within 25 miles of Clarkston, MI, Best Investors lists 431 registered investment advisory firms with 1,300 offices nearby, managing about $18.3T in combined regulatory AUM across 3,260,675 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 Clarkston

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