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Best financial advisors in Shelby Twp, MI

Registered advisers within 25 miles of Shelby Twp, MI.

Offices
1,058
Firms
372
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,781 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
HANTZ FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
OSAIC ADVISORY SERVICES, LLC
CORECAP ADVISORS
CITIZENS SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
PKS ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STONEY CREEK ADVISORS LLC
EDWARD JONES
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
THEPARTNERS WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
A.G.P. / ALLIANCE GLOBAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST FINANCIAL COACHING, INC.

Investors

JULIE ANN ZOBECK
JOSEPH KAMAL YATOUMA
Bobbi Marie Wroblewski
Paul LaBaere
JAMIE LYNN URBANSKI
KIMBERLY A YAROCH
ROBERT MATTHEW MCCLAIN
DONOVAN L CIMINELLI
BRIAN WILLIAM LAURAIN
DANIEL SCOTT SUPER
AMY SUE HOFFMAN
Barak Jamaal Henderson
Joseph Myers
Selman Kanani
Samuel Robert Lasher
MICHAEL JAMES POPADICH
MICHAEL DALE LUNA
RIMOUN ESTIFOU
KEVIN JOHN TORRESAN
LISA MARIE MCGRATH
Conor William Walters
PATRICK GERALD MCGRATH
Justin Russo
Stephanie Marie Scully
Melissa Ann Bell
SANTO BLUMKE
DAVID DARWIN COLLINS
Ian A Cole
SARA CATHERINE ROSEMA
Jonathan S. Quigley
Steven Ray Dunmire
KEVIN WILLIAM WOEHLER
STEPHEN JAMES ZADE
sufia farhan choudhury
PETER A MITROFF
ROBERT BRUCE KAHN
Angelo Oreste D'Orazio
WILLIAM ALBERT WAGGONER
Ethan McKinnon Hoffman
Kurt Ryan Davis
William James Hawkins
DANIEL JOSEPH STAWINSKI
KATHLEEN VALERIE ELLIOTT
Jill Trivelloni
Nicole Faith Narkus
Alex Boatman
ALAN BLAKE MCLELLAN
JAMES WILLIAM MCLELLAN
JIMMY MILLARD BEVINS
MICHAEL NORMAN SARCHECK
JANET NUGENT HARRINGTON
Alan Charles Schauer
Mathew Ryan Reed
BECKY LYNN WALKER
WILLIAM WESLEY REED
Jonathan Curtis Furest
JAMIE LANAY SMITH
FRANK PETER ORZEL
JEFFREY CURTIS FUREST

Within 25 miles of Shelby Twp, MI, Best Investors lists 372 registered investment advisory firms with 1,058 offices nearby, managing about $18.1T in combined regulatory AUM across 3,251,781 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 Shelby Twp

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