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Best financial advisors in Wales Township, MI

Registered advisers within 25 miles of Wales Township, MI.

Offices
103
Firms
37
Combined AUM
$7.23T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,248,401 clients when Item 5C has a number
Avg / client
$5.79M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL INDEPENDENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MARINER INDEPENDENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
OPPENHEIMER & CO. INC.
THRIVENT INVESTMENT MANAGEMENT INC.
WATERFORD FINANCIAL MANAGEMENT, LLC
BAY POINTE FINANCIAL
SPC
LPL FINANCIAL LLC

Investors

SCOTT JAMES METZNER
William Joseph Metzner
JAMES MARTIN WINIARSKI
Carrie Lynne Fielder
Kristy L Pieprzak
Nicholas J. Thomas
Adam Kotkoski
MATT SCOTT TURNBULL
THEODORE LAWRENCE KORODAN
William Gordon Oldford
DAVID ANDREW THOMAS
STEVEN BARRY DISSER
GOLDA MAY DIMON
MICHAEL JOE ANDERSON
Christine Marie Newberry
MICHAEL STEWART GLENN
MEGAN RENE SIMMONS
MATTHEW JAMES GREGOR
NATHAN CLARK HALL
Nicholas Justin Dickinson
Robert Randall Wilkinson
Nicholas James Conard
Ignacio Antonio Villalobos
STEVEN J BEATTY
Addison Wallace
JEFFREY JOHN WALLACE
DAVID MICHAEL BETTS
Kyle Nicholas Tank
MICHAEL W BURCH
GREGORY GEORGE BUSDICKER
MICHELLE LEE KREDA
TYLER GEORGE BUSDICKER
MARIO POPAJ
JOSEPH MICHAEL MERICKA
Tonya S. Hutchison
JESSE MICHAEL MESSING
JEFFREY PAUL RANCILIO
RYAN PATRICK CHARRON
CHRISTOPHER NORMAN KNOWLTON
JAMES PATRICK CHARRON
Ryan James Young
BETHANY MARIE SHUTKO
Monnencia Shanta Riley
JONATHAN ALAN PHELAN
Andrew S Roosa
BRETT CHARLES BUSUTTIL
MARK FRANK PAUWELS
PAMELA JEAN SARNEY
JAMES FREDERICK BURDEN

Within 25 miles of Wales Township, MI, Best Investors lists 37 registered investment advisory firms with 103 offices nearby, managing about $7.23T in combined regulatory AUM across 1,248,401 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 Wales Township

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM