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Best financial advisors in Plymouth, MI

Registered advisers within 25 miles of Plymouth, MI.

Offices
1,261
Firms
445
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,254,060 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

ONTRACK WEALTH MANAGEMENT
JLB & ASSOCIATES INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
LAW OFFICE OF KEVIN ADAMS, PLLC
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
FOGUTH WEALTH MANAGEMENT, LLC.
PINNACLE WEALTH MANAGEMENT GROUP, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SCHWARTZ INVESTMENT COUNSEL INC

Investors

JAMES TAYLOR BURNS
JAMES EDWARD BASHAW
TYLER JAMES BASHAW
CHRISTOPHER RALPH SZYDLOWSKI
Brandon Caverly
JEREMIAH JOSEPH WHIDDON
RALPH J GALLO
Garry J. Penta
KERRY JAMES KERCH
ELLEN MARIE DAVIS
Mike McGowan
Samson Y Park
Ramzi Y Bahu
Daniel Patrick Bulgozdy
Melissa S. Hodskins
Jonathan Hassan Saffiedine
Michelle A. Oleszkowicz
DAVID JAMES WAGNER
GABRIELLE BRIANA MCCARTHY
Jessica Marie Axelsson
Jay Julius Peitsch
Lana Haitham Albawwab
Joshua Brucker
LOUIS ANDREW BADER
JOSEPH MARK BINDER
Michael Roberts
JACOB NEWMAN
DIANE SUSAN WINNER
Carolynn Bridget Bridges
NANCY MARIE PASHNIK
JAMES D POTTER
JASON Andrew NEWEL
PETER PETROPOULOS
WILLIAM ALEXANDER WILLIAMS
HEATHER MARIE OTT
LAURA MICHELLE TREANOR
ANTHONY CHARLES RUDA
Kellan Jackson Landefeld
Kendra Anne McKinney
DANIEL ANTHONY CESTA
EDDISON CHARLES MILLINGTON
ROBERT CHARLES MURPHY
NICHOLAS ROBERT SARNACKI
COLLIN ALLOR
RYAN CHRISTOPHER HOFF
Kevin Joseph Markey
Andrew Hinrichs
LINDSAY ONEILL CORNEILLE
ROBIN MICHELLE STACK
PATRICK THOMAS O'NEILL
Colin Michael Talbot
Sherrie Lynn Webb-Zucker
JASON RONALD LOISELLE
PAUL JOHN BENSON
GLEN ALDRICH WALBORN
ELIZABETH JAYNE TKACZ BREITNER
SCOTT PAUL SKOWRONSKI
Paul Scott Schultz
PAUL JOHN BENSON III
SEAN PATRICK COONEY
ROBERT LEE ALTIZER
SHERRY MARIE BROWN
Bruce D Baja
Patrick Ingram
CARL JAMES MEYERS
JOHN ROBERT LOKAR
JOHN PETER SHMYR
JOANN G PRICE
RONALD MATHEW SHMYR
CHAD FREDERICK ROLLINS
MICHAEL FITZGERALD LEONARD
JAVIER CUADRADO LOPEZ
BRANDON SCOTT SCHEITLER
ROBERT CHRISTOPHER SCHWARTZ
GEORGE PETER SCHWARTZ

Within 25 miles of Plymouth, MI, Best Investors lists 445 registered investment advisory firms with 1,261 offices nearby, managing about $18.2T in combined regulatory AUM across 3,254,060 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 Plymouth

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