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Best financial advisors in Sterling Heights, MI

Registered advisers within 25 miles of Sterling Heights, MI.

Offices
1,339
Firms
432
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,262,149 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VERTRIX WEALTH MANAGEMENT, LLC
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
TRINITY WEALTH SOLUTIONS LLC
CITIZENS SECURITIES, INC.
MANGOTREE CAPITAL, LLC

Investors

KODY EUGENE SEIBOLD
SARA CATHERINE ROSEMA
Jonathan S. Quigley
Steven Ray Dunmire
NICHOLAS JOHN SHAHEEN
RUSSELL GLEN VALLEE
JERAD MICHAEL LAPARL
JEFFREY ANTHONY MANZELLA
sufia farhan choudhury
Dylan Davenport Seibold
KRISTIE LEE GUADIANO
JORDAN PAUL NEUMANN
JOSHUA PATRICK VANDERGRAAFF
ERIC WAYNE BABCOCK
NORMAN CHARLES LEON
ROBERT JOHN YARMAK
Karen Warner
David Beaton
AMANDA NICOLE NOWINSKI
Brian Joseph Wyzgowski
Andrew Covic
PETER JOHN MOLESA
ERIN LOUISE GUNNELL
DONALD MICHAEL DENSTAEDT
JEFFREY RICHARD HOENLE
GREGORY WILLIAM HOENLE
BRENDAN SCOTT CONNELLY
MARK THOMAS WISE
Issac William Power
KIMBERLY JOANNE CRICHTON ENDERS
Nickolas Daniels
WALTER MAZIARZ
DAVID CHRISTOPHER JOZEFIAK
ROBERTO RICARDO RIZZA
TRAVIS JOHN LETA
CHI DAWNIELLE RICHMOND
LORD BYRAN DEGRAFFENREID
JOSEPH WILLIAM SABELHAUS
Kathryn S Wunderlich
JAYESH PRAKASH MUNJ
SATISH P DHARWADKAR

Within 25 miles of Sterling Heights, MI, Best Investors lists 432 registered investment advisory firms with 1,339 offices nearby, managing about $18.5T in combined regulatory AUM across 3,262,149 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 Sterling Heights

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