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Best financial advisors in Shelby, MI

Registered advisers within 25 miles of Shelby, MI.

Offices
33
Firms
15
Combined AUM
$3.28T
Firm-wide filings, not assets booked only here
Clients
509K
509,037 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
OSAIC WEALTH, INC.
THE LIFE GROUP FINANCIAL SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CENTAURUS FINANCIAL, INC.

Investors

JAMES FREDERICK STOVALL
ERIN SHAWN DOAN
Jacob Matthew Tufts
Scott A Geiger
Danielle Ryann Priest
EDWARD DALE MCCOMBS
MARCI LYNN BENTZ
JAMES DANIEL BIRD
Tina L Wightman
John Albert Kaminski
RICHARD JAMES RUBA
RYAN JAMES RUBA
DANIEL FRANKLIN PEACOCK
RYAN MATTHEW BEISHUIZEN
JONATHAN DAVID COX
DAVID JOHN BRUS
TROY DAVID FOX
Seth Andrew Adkins
Christine E Church
BENJAMIN JOHN STRAUTMANN
Dean Ford
Melissa Suzanne Frankhouser
CASIE JO EITNIEAR
BRIAN SCOTT KARSTEN
Glenn Alan McLain
Tanya Lesinski
Eric Friese
Heather Lois Bush
SCOTT JERRY OOSTING
STEVEN DUANE BURT
DERIK CLAY HEIMERDINGER

Within 25 miles of Shelby, MI, Best Investors lists 15 registered investment advisory firms with 33 offices nearby, managing about $3.28T in combined regulatory AUM across 509,037 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

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EP WEALTH ADVISORS 346 advisers $45.1B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM