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Best financial advisors in Delray, MI

Registered advisers within 25 miles of Delray, MI.

Offices
1,117
Firms
397
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,253,890 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SECURE ASSET MANAGEMENT, L.L.C.
THRIVENT INVESTMENT MANAGEMENT INC.
INVESTORS MANAGEMENT SERVICES INC
AMERIPRISE FINANCIAL SERVICES, LLC
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
MOORE FINANCIAL STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
CREATIVE FINANCIAL DESIGNS, INC.

Investors

JOHN JOSEPH COOPER
JULIE ANN BENNETT
BRIDGET M BAUGHMAN
Steven Lundquist
Stacy Marie Celestini
ERIC P HERMES
Chad Michael Wotton
Thaddeus William Schlaud
BENSON N ONYEGBULA
MARK JOHN MUELLER
Gavin Schmidtmann
Brady Matthew Higgins
MOLLY ANN BERNER
DAVID NATHANAEL GRANNER
CHRISTOPHER ALLAN PUGH
Samantha Kathleen Maddox
COREY RYAN SCHEPPER
Richard El-Khoury
Joseph P Denis
Daniel Adam Ladzinski
ROBERT LOUIS WINK
KENNETH ROBERT WINK
JAMES DAVID WINK
Zachary Allen Bachner
James Charles Baldwin
COURTENAY MARIE LYONS
CARL EDWARD ERICKSON
Sean Michael Ryan
JASON MICHAEL MOORE
RONALD JAMES WALTON
Quinton C Lemanski
DANIEL THOMAS WISNIEWSKI
ANDREW SCOTT GRABINSKI
James R Smith
PATRICE LANELL JOSIENE SINCLAIR
John A Kulhavi
JASON LEE FIREK
John G Gaynor
Nancy Ann Smith
MEGAN MICHELLE RINGWELSKI
John Christopher Panos
Gus C Panos
AMANDA MARIE BELL
DANIEL LEE FERGUSON
JOHN R FIREK
Scott Debbs
KENNETH DANIEL COE

Within 25 miles of Delray, MI, Best Investors lists 397 registered investment advisory firms with 1,117 offices nearby, managing about $18.2T in combined regulatory AUM across 3,253,890 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 Delray

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