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Best financial advisors in Mi Metro, MI

Registered advisers within 25 miles of Mi Metro, MI.

Offices
1,299
Firms
416
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,259,778 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

VERDE CAPITAL MANAGEMENT, INC.
CRANBROOK WEALTH MANAGEMENT, LLC
TRINITY WEALTH SOLUTIONS LLC
ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HARBOUR INVESTMENTS, INC.
NORTHERN SHORE CAPITAL LLC
HIDDEN CAPITAL MANAGEMENT, LLC
QUARTON CAPITAL PARTNERS
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RDA FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MCN INVESTMENT MANAGEMENT CO.

Investors

CARL SZASZ
ERIC TOMASZEWSKI
MITCHELL MOWID
RICHARD EDWARD BALAMUCKI
MARK ROOSEVELT FITZGERALD
LOGAN THOMAS ROSS
WALTER MAZIARZ
JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz
GRACE MARY SALZEIDER
ROBERT STEPHENS HIGGINS
MICHAEL PATRICK OBRIEN
MATTHEW JOHN WHITTY
ELIZABETH SUSAN SWANSON
RYAN HAMILTON REED
JONATHAN DAVID GOIKE
Mary Schwartz Miller
MICHAEL JEROME KUCERA
EDWARD AUGUSTINE SCHWARTZ
PETER FRANCIS SCHWARTZ
ANDREW TIMOTHY BEARRE
DAVID ROY BREUHAN
Gavin Creswell McKenzie
GREGORY JOHN SCHWARTZ
WALTER GEORGE SCHWARTZ
Keith Wagner
HENRY STEVEN WOLOSON
LAURA CARMELA WOLOSON
Curtis Ryan Trimble
VITO PETER GIOIA
ANTHONY LOUIS BUCCI
Divyesh Sharma
LINDSAY ANNE GOEBEL
ROBERT A LASOVAGE
HOUSTON RUSSELL SANDERS
JESSICA CHIANG
ROBERT THOMAS MCMAHON
Sheel J Desai
Thomas Alan Aubrey
MICHAEL CURTISS NUMMER

Within 25 miles of Mi Metro, MI, Best Investors lists 416 registered investment advisory firms with 1,299 offices nearby, managing about $18.2T in combined regulatory AUM across 3,259,778 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 Mi Metro

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