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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

EDWARD JONES
OSAIC ADVISORY SERVICES, LLC
EQUITY PLANNING GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
ARMOR WEALTH STRATEGIES, LLC
BERINGEA, LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UBS FINANCIAL SERVICES INC.

Investors

Norman Jadan
Maggie Mae GUENTER
SCOTT MICHAEL GOLDBERG
Adam Clifford Whitfield
Kristina Rose Schofer
GREGORY JOE VOYLES
Renee Suzanne Roberts
VITO GIOVANNI GUARANO
TIMOTHY JACK BELL
SUSAN LINDSAY TOWER
FRANK FREDERICK PATRICK
NEETA SINGH
DANIEL JOSEPH POZDOL
Gaurang A Joshi
Nicholas Juncaj
VICKI MARIE FILIPIAK
KURT EBEL
MASON MOUAYAD DADO
BRUCE NEWELL TOWNSEND
DAVID KEITH SMITH
LARRY DONALD WRIGHT
SPENCER PHILIP WARN
ELLA LAZIC
RICHARD PAUL KUNDRACIK
THADDEUS M BIENKO
Jonathan David Boone
MICHAEL HONG CHO
Jeff Probst
SEAN PATRICK WHALEN
Robert Finn
Jennifer Ann Justice
BRIAN LEE COLES
RONALD STEVEN BARLOW
JONATHAN THOMAS
Cody John McCullough
ADAM J SAN JUAN
GERALD THOMAS FENBY
TIMOTHY LYN FORD
Brett Joseph Bujdos
BETH JANNETTE BROOKS
CHERYL ANN MCGOWN
Brian Phillip Squire
Jeffrey Curtis Brindley
DAVID EDMUND LENDA
WILLIAM JOSEPH DOLUNT
NICHOLAS UMBERTO SCARSELLA
Robert LaBarbera
ROBERT J RAY
DEBORAH G DILLOWAY
Zane Thomas Rosely
DOMINIC MICHAEL NIETO
JILL A NESTER
KRISTEN M FARIS
DAVID BERINGER MCMURTRIE
MAUREEN E EVANS
ANDREW DAVID BOCKNEK
Anthony M Ajlouny
PAUL MARC DEROCHE
JOHN FITZGERALD CRAMPTON
DANIEL MATHEW HORNBLOWER
DIANA MARIE FREEBURG
Kaiako Kala Kaaumoana
MAKRAM N TALIA
ROBERT GLEN LEVY
CAROLYN KAY HALL
JACK CARL ROSELY

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