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Best financial advisors in Oxford, MI

Registered advisers within 25 miles of Oxford, MI.

Offices
920
Firms
321
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,481 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

CORECAP ADVISORS
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
TRIUMPH INVESTMENT ADVISORY GROUP, LLC
MANAGED ASSET PORTFOLIOS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
KOVACK ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.

Investors

RONALD MICHAEL GUEVARRA
MARIA JOSE BARON
MELANNIE JOYCE KLEVEN
Corey J. Doyle
MOHANAD AABED
STEVEN MEZZO
ANDREW CONSTANTINE PSILIS
RONALD MILLER
ALAN BLAKE MCLELLAN
JAMES WILLIAM MCLELLAN
Ryan Joseph Hansinger
LAURA WAIMON HUNG BASTUBA
CRAIG WILLIAM BASTUBA
MIKE CHARLES SPINALE
DENNIS D RICHARDSON
Antonio J Bugli
Kayla Mae Jordan
Drexel Noecker
MARK TAYLOR KAISER
Lisa Ann Imbrunnone
Steven Patrick McGrath
Chad Patrick Rinke
MICHAEL STEPHEN SKRZYPCZAK
CHAD AARON SIMON
Stephen Michael Dzialo
MICHAEL STEPHEN DZIALO
MICHAEL DENNIS RODZIK
STEVEN JOHN HUSOVSKY
ZACHARY S. FELLOWS
Samuel Edward Morley
Nathan Marshall
KAREN MICHELE CULVER
DENNIS LOYD ENGEL
PETER JORDAN SWAN
STANLEY CHRISTOPHER PERKOWSKI
Julie Anne Fici
BRIAN DAVID NEWCOMBE
Nicolas Andrew Vilotti
DANIEL SCOTT PATTERSON
THOMAS PATRICK FITZGERALD
LEONARD MICHAEL BRUNKEY
STEPHEN JOHN NIEZGODA
MADELINE KATE BRUNKEY
ROBERT MICHAEL CRAUN
Jason Michael Muchortow
Brian James Coleman
Madison Alysse Scarpelli
AARON DALE OSKEY
WILLIAM G LANGENSTEIN
MARC JANCA
TIMOLEON LUCAS NICHOLAOU

Within 25 miles of Oxford, MI, Best Investors lists 321 registered investment advisory firms with 920 offices nearby, managing about $18.1T in combined regulatory AUM across 3,251,481 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 Oxford

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