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Best financial advisors in Royal Oak, MI

Registered advisers within 25 miles of Royal Oak, MI.

Offices
1,413
Firms
452
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,264,517 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

SOLYCO WEALTH LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC
ONEPOINT BFG WEALTH PARTNERS
FOLMAR ADVISORY, LLC
HANTZ FINANCIAL SERVICES, INC.
MPM WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
TOWNSEND STREET CAPITAL MANAGEMENT
ARAX ADVISORY PARTNERS
C&M CONNECTIONS, LLC
ERICA HALL WEALTH ADVISORS, LLC.
OSAIC WEALTH, INC.
PERIGON WEALTH MANAGEMENT, LLC

Investors

JAMIE LEE ROTH
Evan Garrett Gruchot
Derek J Podolak
Tinja Anderson
Thomas John Trouba
VITO PETER GIOIA
Curtis Ryan Trimble
Isaac Nathan Miller
Samuel James Gettis
MARY MARGARET CRUMMEY
Matthew McCabe Suszan
Mark Alan Suszan
Edgar L. Jackson
Timothy D Dimock
Sarah Markeson
Nathaniel Shallal
GARY MICHAEL PRYKA
ALBERT CLEMENT PRYKA
GEORGE CHRISTOPHER SUKKAR
ALEXANDER RYAN PRYKA
PAUL EDWARD KADESCH
JOHN RUSSELL HANTZ
THOMAS MICHAEL DROUILLARD
STEVEN EDWARD BERNIER
KIRSTEN ERIKA SOLTIS
JESSICA LYNN SHERMAN
JERALD LEE HANKS
LARRY EUGENE FOLMAR
KRISTIE LYNN WALDORF
Joseph G Opiela
Sanhita Bhattacharya
KEVIN MATTHEW BEAUCHAMP
PRASAD MOHAN
BRADLEY KEVIN FELDMAN
BRIAN JOHN MACKEY
Jordan Howard Smith
AARON JOHN HODARI
MARC RODNEY SCHECHTER
JOHN EDWARD STEIN
Stefanie Lyne Jenkins
RICHARD JOSEPH ELIAS
ROBERT JOHN DUTKIEWICZ
ERICA NICOLE HALL
RICHARD LANCE TRUXALL
JACK M. HOSMER
RICHARD BRUCE WEINERMAN
JAMES MICHAEL GASPAROTTO
MARY ANDREA PREBISH
Brad James Bell
VICTOR HAYES HICKS

Within 25 miles of Royal Oak, MI, Best Investors lists 452 registered investment advisory firms with 1,413 offices nearby, managing about $18.6T in combined regulatory AUM across 3,264,517 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 Royal Oak

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