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Best financial advisors in Orchard Lake, MI

Registered advisers within 25 miles of Orchard Lake, MI.

Offices
1,384
Firms
442
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,260,590 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
GLASS RETIREMENT STRATEGIES, INC.
SIGNATURE CAPITAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
EDWARD JONES
EQUITY PLANNING GROUP, INC.
FIFTH THIRD SECURITIES, INC.
MOORE FINANCIAL STRATEGIES, LLC
ANOMALY ADVISORS

Investors

Nicholas Juncaj
HERBERT NEIL GLASS
Zaed S Shamoon
KEVIN M DOYLE
STEVEN M REAUSO
Mahadee Hassan Chowdhury
Rita Orow
MATTHEW K BRAND
Blake Fortune
Norman Jadan
Maggie Mae GUENTER
SCOTT MICHAEL GOLDBERG
COREY RYAN SCHEPPER
Richard El-Khoury
Brian Joseph Hanley
ERIC JAMES FURLOTTE
DAVID ROBERT SAROTTE
DANIEL THOMAS MILNAMOW
JASON NATHANIEL BATCHELDER
DONALD SMEZNIK
Nu Tran
Jarred Height-Kaplan
Ryan William Kraft
GREGORY JOE VOYLES
Renee Suzanne Roberts
VITO GIOVANNI GUARANO
TIMOTHY JACK BELL
SUSAN LINDSAY TOWER
FRANK FREDERICK PATRICK
NEETA SINGH
DANIEL JOSEPH POZDOL
Gaurang A Joshi
COURTENAY MARIE LYONS
CARL EDWARD ERICKSON
Sean Michael Ryan
JASON MICHAEL MOORE
LANCE JAMAR TURNER

Within 25 miles of Orchard Lake, MI, Best Investors lists 442 registered investment advisory firms with 1,384 offices nearby, managing about $18.3T in combined regulatory AUM across 3,260,590 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 Orchard Lake

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