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Best financial advisors in Madison Heights, MI

Registered advisers within 25 miles of Madison Heights, MI.

Offices
1,362
Firms
436
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,481,047 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
HILLTOP WEALTH & TAX SOLUTIONS
LINCOLN INVESTMENT
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
ROYAL OAK FINANCIAL ADVISORS, LLC
DELLER WEALTH MANAGEMENT LLC
PRIME CAPITAL FINANCIAL
BERNARD WEALTH MANAGEMENT CORP.
THRIVE RETIREMENT SPECIALISTS
OSAIC WEALTH, INC.
DANIEL INVESTMENT GROUP INC.
ALPHA ASSET ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jeremy J Wonch
MARCELLA ANN EVANS
ARTHUR MARTINEZ MOJARES
DAVID PAUL ARCE
MATTHEW JAMES DELISLE
David Graham
KASEY PATRICK GEORGE
ROBERT Allan PALMA
PAUL ALFRED SCHMIDT
ELIZABETH ANN FOLEY
ALEXANDER JOHN RASKY
MICHELLE MARIE TOMEI
MELISSA LAURA DE ROZARIO
Mark Alexander Carpenter-Frere
John J Cruse
David Wohlberg
JAMES ANDREW ROUMELL
THOMAS MARK TURCHETTI
MICHAEL JOHN PESENDORFER
CHRISTINE ANITA FOGG
AUSTIN JACOB VANDER MEER
MICHAEL STEVEN BULLIS
JOHN MICHAEL DYER
BRIAN RICHARD BRANCH
PAUL EDGAR ERICKSON
JAMES BRENDAHL WESTWOOD
ROBERT CHARLES MULCAHY
DAVID MARK DELLER
Dawn Elizabeth Clingan
ANNETTE ARLENE VANDERLINDE
Richard Patrick Meagher
Ashley Ellen-Hines Scott
Logan Nathaniel Soll
KENNETH MARK BERNARD
DEANNA JOYCE HARLESS
MICHAEL STEPHEN NEMICK
ANTHONY ROBERT WATSON
PETER ROBERT SINGLER
Miles Jamieson
NICHOLAS EDWARD DANIEL
ERIC JAMES DANIEL
DONALD A MCLEOD
STEVEN GEORGE GRIMES

Within 25 miles of Madison Heights, MI, Best Investors lists 436 registered investment advisory firms with 1,362 offices nearby, managing about $18.5T in combined regulatory AUM across 3,481,047 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 Madison Heights

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