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Best financial advisors in Saint Clair Shores, MI

Registered advisers within 25 miles of Saint Clair Shores, MI.

Offices
1,067
Firms
372
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,250,998 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
TRINITY WEALTH SOLUTIONS LLC
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
PREMIER ESTATE PLANNERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

BROOKE A CRANE-ACRE
Issac William Power
KIMBERLY JOANNE CRICHTON ENDERS
Nickolas Daniels
WALTER MAZIARZ
DAVID CHRISTOPHER JOZEFIAK
DAVID SCOTT PATTON
DAVID LAWRENCE BULTYNCK
CHRISTOPHER MICHAEL SCOTT
CHRISTINE ANN BOMBARD
Jacob Bultynck
Jack Filippo Oliveri
SARA CATHERINE ROSEMA
Jonathan S. Quigley
Steven Ray Dunmire
BRADLEY DAVID THOMAS
JOSEPH THOMAS
LUCAS MATTHEW THOMAS
THOMAS MATTHEW JANICKI
SCOTT ALLAN LUTHER
JOSEPH MICHAEL WIETECHA
THOMAS ROY MAZZA
DONALD P CARNAGHI
JUDY ANN BETTS
DAVID PAUL ARCE
ANTHONY FRANK TUZZOLINO
AMANDA CAROL KEBBE
Montez Roberson
SOPHIA FAZEKAS
DAMJAN JUNCAJ
JAMES CLARK
RUSSELL GLEN VALLEE
MICHAEL JOSEPH D'AGNESE
MARCELLA ANN EVANS
Jeremy J Wonch
JAMES ROBERT WRIGHT
DANIEL BRYAN MUZLJAKOVICH
FRANK V DILORENZO
Andrew Russell Okray
DAVID LAURENCE EVOLA
DOMINIC R FAZZOLARI
ANDREA GIBSON

Within 25 miles of Saint Clair Shores, MI, Best Investors lists 372 registered investment advisory firms with 1,067 offices nearby, managing about $18.1T in combined regulatory AUM across 3,250,998 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 Saint Clair Shores

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