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Best financial advisors in Lapeer, MI

Registered advisers within 25 miles of Lapeer, MI.

Offices
156
Firms
55
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
1.65M
1,651,763 clients when Item 5C has a number
Avg / client
$7.39M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
VITALE WEALTH MANAGEMENT
J WILSON WEALTH MANAGEMENT
HANTZ FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jeremy Goscenski
NATHAN DONALD SEALEY
Nathan M Long
KRISS KENNETH KLAUS
HARRY JOHN BOOMS
MICHELLE ANN BELESKY
Olivia Lauren Hodgkinson
TYSON THANE SCHMIDT
Christopher Temp Buzzell
TAMARA SUZANNE MILLER
Benjamin Littlefield
Mark Douglas Bachman
Todd Petty
FREDERICK A WALZ
MARYANN KISER
Matthew Kiser
Karen Strader
Michael Keith Butterfield
Nicholas Ahmad Harajli
JOSEPH NICHOLAS VITALE
JEREMY MITCHELL WILSON
JOHN FREDERICK BEEBE
CORBIN PETE ANDRES
JEREMIAH THOMAS MORELL
RYAN KEITH KING
Konnor Alan Robinson
Brendan Henige
Caitlin Lacey Draper
Megan Nichole Stewart
Joshua Michael Rechsteiner
Jacob Andrew Porrett
Todd Charles Ferguson
Douglas Albert Pastor
Michael Campbell
Katrina M. Johnson
Shannon E Sweeney Rosenbach

Within 25 miles of Lapeer, MI, Best Investors lists 55 registered investment advisory firms with 156 offices nearby, managing about $12.2T in combined regulatory AUM across 1,651,763 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 Lapeer

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM