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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

PASSMORE MANAGEMENT GROUP CAPITAL
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
EDWARD JONES
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
THE WOLTER GROUP, INC.
SPC
SAVANT WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC

Investors

Justin Maidlow
Veronica Brunetti
Andrew Michael Misenko
Ishmael Saeed Thomas
Daniel Patrick Bulgozdy
Garry J. Penta
Ramzi Y Bahu
Jared Michael Kersten
THOMAS TRERICE LANDIS
DAN SCHUETZ
Conrad Scott Landis
ROBERT YOUNG
Jacob Adam Wirgau
Jason S Wirgau
Scott L Wirgau
TINAMARIE SOPHIA STOCK
SCOTT GENE JASMAN
GEORGE THIBAULT
GARY JOSEPH ZARB
SCOTT GARY WOLTER
RICHARD DOUGLAS LAX
Ryan Seth Cohen
Terence Lee Reed
Melissa Elizabeth Southwell
TIMOTHY ROBERT ROSIAK
DONALD GREGORY WYLIN
Brian Werth
Jacob Wayne Lamrock
PHILLIP MICHAEL DESANTIS
Monica Lynn William
JAY PHILIP KEMPF
Cody Borke
Emma Marie Goodman
Lakyndra Chantice Mitchell
AMAN ULLAH AWAN
JAMES ANDREW LEVENTIS
John Anthony Birchler

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