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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
UBS FINANCIAL SERVICES INC.
INSTITUTE OF TRADE MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARROW FINANCIAL GROUP
REGAL ADVISORY SERVICES, INC.
ELEVATION POINT WEALTH PARTNERS, LLC
SPC

Investors

Sheel J Desai
ROBERT J RAY
DEBORAH G DILLOWAY
Zane Thomas Rosely
DOMINIC MICHAEL NIETO
JILL A NESTER
KRISTEN M FARIS
DAVID BERINGER MCMURTRIE
MAUREEN E EVANS
ANDREW DAVID BOCKNEK
Anthony M Ajlouny
PAUL MARC DEROCHE
JOHN FITZGERALD CRAMPTON
DANIEL MATHEW HORNBLOWER
DIANA MARIE FREEBURG
Kaiako Kala Kaaumoana
MAKRAM N TALIA
ROBERT GLEN LEVY
CAROLYN KAY HALL
JACK CARL ROSELY
DAVID JOSEPH KUBICEK
RONALD JAMES WALTON
Sylvia Yousif Matti
TINA CHRISTINE POTASINSKI
AARON J PAWLAK
CRAIG ALAN FELHANDLER
GREGORY JOHN SPINAZZE
Sean Patrick Hetherton
Troy Wallace VandenBosch
JUDITH LYNN HERNANDEZ
CHARLES PATRELLO
Robert Kashat
Ryan J Coryell
Michelle Renee St George
RACHEAL LOREN HARDY
Michael James Boren
ali mchawrab
KENT A COMMER
KEVIN SCOTT HURLEY
STEPHANIE MARIE ROSE
SUSAN JILL HODESS
KENT EDWARD BOWMAN
JOHN VANCE KLOSTER
KEVIN JOHN STEMBERGER
ARTHUR DENNIS FRASCA
JAY NEIL HACK
PAUL AGREE HACK
CHRISTOPHER ROBERT OZDARSKI

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