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Best financial advisors in South Lyon, MI

Registered advisers within 25 miles of South Lyon, MI.

Offices
1,008
Firms
370
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,141,312 clients when Item 5C has a number
Avg / client
$5.76M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OLD OAK FINANCIAL PLANNING, INC.
SUMMIT FINANCIAL, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
FOUNDERS FINANCIAL SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GIBBS WEALTH MANAGEMENT, LLC
STRICKLER INVESTMENT SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION

Investors

AARON ARTHUR DAAVETTILA
JEREMY ETHAN HERSHEY
RICHARD JOSEPH HAMLIN
JEFFREY NEAL TUBBS
Steven Lundquist
ANDREW MICHAEL CRONK
Travis Prince
Brandon Lawrence LaCarter
FRANCIS WILLIAM MOSSETT
FRANK FREDERICK PATRICK
ALBERT WILLIAM SHARP
MARK EDWARD GARBACIK
Stacy Ray Starr
John Robert KAMAL
JONATHAN JAMES HARRIS
SARAH ELIZABETH BARISH
Brady Matthew Higgins
MOLLY ANN BERNER
DAVID NATHANAEL GRANNER
CHRISTOPHER ALLAN PUGH
Samantha Kathleen Maddox
KARA ASHLEY WILCOX
GRANT VINCENT LEMIRANDE
JOSEPH PANFIL
RYAN MICHAEL SCHACHT
DAVID FRANK REA
JOHN THOMAS PRIESTAP
William Edward Wagner
PETER WILLIAM DOTSON
Russell William Strickler
Alexander R Walther
Alec John Copeland
Logan Robert Doty
Luka Roman Zachary
Christopher Thomas Bakken
Nathan O'Connell
Brittney A Broich
Christopher W. Root
Cory G. Kuzinski

Within 25 miles of South Lyon, MI, Best Investors lists 370 registered investment advisory firms with 1,008 offices nearby, managing about $18.1T in combined regulatory AUM across 3,141,312 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 South Lyon

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