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Best financial advisors in Novi, MI

Registered advisers within 25 miles of Novi, MI.

Offices
1,373
Firms
471
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,259,774 clients when Item 5C has a number
Avg / client
$5.76M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
SPARTAN WEALTH MANAGEMENT
LPL FINANCIAL LLC
STRATEGIC ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PATHWORKS FINANCIAL, INC.
SPC
DAHRING | CUSMANO AND ASSOCIATES

Investors

Jonathan E McClain
Daniel G. Maldonado
JULIE ANN EMERY
Sierra Ford
JONATHON JAMES KUGLER
Zaed S Shamoon
CRYSTAL LYNN BAIN
THERESA PASQUIN
MATTHEW TWOMEY
DEVIN MUYLLE
DAVID CHERRINGTON SMITH
Ryan Phillip Sitto
JASON Andrew NEWEL
Steven Lundquist
RENEE T MIETELSKI
CALVIN A. GEORGE
MARK D MACARTHUR
SIDNEY POLK
KATHARINE ANN MALIGA
TED GRAHAM CAMPBELL
WHITNEY YOUNG ROBINSON
ROBERT J OROSZ
MATTHEW E ROGAL
CHRIS ISCELA ARTEAGA-CARLONI
AMBER LYNNE DEEL
AUSTIN WAGLEY
PATRICK MOSS
ROBERT MARTINEZ
ANDREW David GIZINSKI
JOSHUA DAVID HARTMAN
BRIAN DENNIS MARAONE
NICK NABORS
NICHOLAS JOHN AJLOUNY
GRANT MICHAEL BURKHARD
JOSEPH ARTHUR TOTH
JOHN C. PETTIFURD
ZIAD DALLO
JEREMY THOMAS JONES
ANTHONY LAMBERT
JOSEPH D MILLARD
DAVID ALAN HERBECK
ALICIA MARIE CRAFTS
SAMUEL J. SCHMONDIUK
HILLARY NICOLE ZIEMBA
BLAKE MERCURY COLEMAN
HANNAH LAKIAN
AVERY DANE RITZ
IAN GOINS
HAROLD DENNIS ROTARY
ROBERT JOSEPH LANEY
Adam Clifford Whitfield
Kristina Rose Schofer
Paolo Giannandrea
Stephen Craig Kucharski
Evan Michael Kaczka
David Engstrom
Parizad Firdosh Chinoy
KEATON JOSEPH HIRSCH
Jack Guiboux
Erik Talmage
Rachel Marie Meekhof
Nathan Lawrence Barbieri
TODD Matthew PERTTULA
Christine Carla Brinkel
Stephen Krofl
Robin S Spencer
Kristopher Evan Marin
JASON JOSEPH FARKAS
BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH
KEVIN ROBERT KILGREN
JAMES RICHARD GRIFFITH
JOHN ANTHONY LOVELAND
JENNIFER Austria BESSEN
WILLIAM COURTNEY FAY
Daniel Rohan Sherry
NANDINI BOSE SHERRY
Luke Youvon
Nathan William Bond
David Browne
RICHARD JAMES KIDWELL
ROBERT SCOTT COATES
MICHAEL KENNETH KLASSA
JAMES MICHAEL GALLAGHER
C DINO LEMBESIS
ABRAHAM JAMES ROBERTSON
JONATHON PETER SERMO
Rebecca Lamacchia
JOHN GEORGE GELLASCH
KENNETH MICHAEL OSLER
DOUGLAS COVINGTON OSBORN
Jennifer Anne Terrano
JARED IAN GUSSIN
Steven M Nelson
Matthew Casey
JINGYUAN CAO
ANGELA SUZANNE CUSMANO
ANN MARIE SHADLE
Wendy P. Simmons
Tyler Danielle Curley
Samuel Alton Fleischer
Adam Jacob Bressler
KIRK WAYNE DAHRING
ANDREW ANTHONY JABRO
Jatia Huey
ERIN JANE ROSS

Within 25 miles of Novi, MI, Best Investors lists 471 registered investment advisory firms with 1,373 offices nearby, managing about $18.8T in combined regulatory AUM across 3,259,774 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 Novi

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