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Best financial advisors in Walled Lake, MI

Registered advisers within 25 miles of Walled Lake, MI.

Offices
1,360
Firms
458
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,286 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
SPC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
NFI ADVISORS, INC
C2 PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
VERDURA WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

BRIDGET M BAUGHMAN
MARK ROBERT DIEDERICH
JASON ADAM TRZCINSKI
JENNIFER LYNN KREUTZER
JAMES ANTHONY KREUTZER
MATTHEW JOSEPH MCDONALD
Michael James Boren
ali mchawrab
Sean Patrick Hetherton
Troy Wallace VandenBosch
JUDITH LYNN HERNANDEZ
CHARLES PATRELLO
Stephen Saad Yono
DANIEL TACKER
THOMAS PHILLIP NORRIS
Jared Michael Lee
KIRK MELBOURNE CASSIDY
MATTHEW DEAN ANDREOLI
Jason Douglas MacLean
Shawn Srivastava
Michael Paul Masserant
Gregory Charles Haeger
L BRIAN ATHERTON
JOSHUA LEE JACKSON
JACOB CHARLES ZAGOR
PAUL ELLIOTT METLER
Adam wiliam Holl
Kevin Richman
Robert Kashat
Ryan J Coryell
Michelle Renee St George
RACHEAL LOREN HARDY
Jennifer June Pirret
CAROLYN IRENE FRIEND
Jameson Kenneth Cavanaugh
DAVID RICHARD VANDERHOVEL
RENEE T MIETELSKI
CALVIN A. GEORGE
MARK D MACARTHUR
SIDNEY POLK
KATHARINE ANN MALIGA
TED GRAHAM CAMPBELL
WHITNEY YOUNG ROBINSON
ROBERT J OROSZ
MATTHEW E ROGAL
CHRIS ISCELA ARTEAGA-CARLONI
AMBER LYNNE DEEL
AUSTIN WAGLEY
PATRICK MOSS
ROBERT MARTINEZ
ANDREW David GIZINSKI
JOSHUA DAVID HARTMAN
BRIAN DENNIS MARAONE
NICK NABORS
NICHOLAS JOHN AJLOUNY
GRANT MICHAEL BURKHARD
JOSEPH ARTHUR TOTH
JOHN C. PETTIFURD
ZIAD DALLO
JEREMY THOMAS JONES
ANTHONY LAMBERT
JOSEPH D MILLARD
DAVID ALAN HERBECK
ALICIA MARIE CRAFTS
SAMUEL J. SCHMONDIUK
HILLARY NICOLE ZIEMBA
BLAKE MERCURY COLEMAN
HANNAH LAKIAN
AVERY DANE RITZ
IAN GOINS
JEFFREY VERDURA GUY
Alicia A Botti
MARK IVANOVIC
JEFFREY LEROY STINEDURF

Within 25 miles of Walled Lake, MI, Best Investors lists 458 registered investment advisory firms with 1,360 offices nearby, managing about $18.4T in combined regulatory AUM across 3,261,286 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 Walled Lake

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