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Best financial advisors in Swartz Creek, MI

Registered advisers within 25 miles of Swartz Creek, MI.

Offices
178
Firms
60
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,565,944 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SECURITY FIRST FINANCIAL
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC
PLANTE MORAN FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
SPC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

TIMOTHY AARON BRIGHT
JARED DOUGLAS WHITTEY
Edward C Irwin
MARK HOWARD HERHOLD
AMY MARIE LINCOLN
ZACHARY J BAUER
DENNIS GEORGE POULOS
William C Myers
TODD LOWRIE MCCLAIN
MARC R. STASIK
JUSTIN DUANE BLEVINS
JAMES JOSEPH TILLMAN
JACK D STEELE
DAVID ROBERT NEWBILL
CHRISTOPHER SAUL KELLY
DAVID HENRY SMITH
KENDALL HUGH WRIGHT
ROBERT CARLOS WRIGHT
TERESA LYNN MCCLELLAND-SARGENT
JASON BROWN
ABDALHAKIM ANWAR KHIRFAN
Alexander Hunter Bowden
ALAN RICHARD ROHDE
William Paul Protasiewicz
GARY RAYMOND DENIS
THOMAS WILLIAM HANKINS
ANTHONY JAMES LAUZON
CRAIG ALAN BRAUN
ANDREA ATTWOOD
CHRISTOPHER JOHN RODRIGUEZ
KEITH ALAN HOLZWARTH

Within 25 miles of Swartz Creek, MI, Best Investors lists 60 registered investment advisory firms with 178 offices nearby, managing about $10.7T in combined regulatory AUM across 1,565,944 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 Swartz Creek

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM