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Best financial advisors in Southgate, MI

Registered advisers within 25 miles of Southgate, MI.

Offices
883
Firms
317
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,134,884 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
MERIT FINANCIAL ADVISORS
SPC
WORLDWIDE CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC

Investors

DANIEL JOHN DICKHUDT
CHRISTINA MARIE PERNA
ANTHONY ERNEST LAJEUNESSE
ERIN MICHELLE WOZNIAK
NICHOLAS JOSEPH STROIA
ERIC MICHAEL BODDY
JASON DANIEL MCELROY
NICHOLAS ANTHONY HAWK
TODD ALAN COUSINO
TERRI KATHLEEN ROWE
Sonya Gwyn Palumbo
GERARD THADDEUS TAYLOR
KENNETH BRUCE LUNDQUIST
CORRINE RENEE CLARK
PETER NANASI
JANICE CICHOWLAS
DANIEL JOSEPH LEZOTTE
Logan J Collins
SHAWN DAVID BUMGARDNER
Scott David McKinnie
STEPHEN M HARTWIG
EDWARD ISADORE SMITH
Keith Dean
KATHLEEN WHITMAN LOFTON
STEPHEN JOSEPH VARGO
Lorri Ann Milewski
TIMOTHY ROBIN LAURAIN
Matthew Allen Wrenn
SAMUEL EVERETT QUISENBERRY
AMY ELIZABETH YESNACH
Joshua Lee Potter
Jessica Nuhaj
ADAM LEONARD HOLINSKI

Within 25 miles of Southgate, MI, Best Investors lists 317 registered investment advisory firms with 883 offices nearby, managing about $16.2T in combined regulatory AUM across 3,134,884 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 Southgate

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