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Best financial advisors in Waterford, MI

Registered advisers within 25 miles of Waterford, MI.

Offices
1,340
Firms
432
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,060 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL FREEDOM HOUSE
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
LINCOLN INVESTMENT
MOORE FINANCIAL STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.

Investors

BRIAN JAMES MCISAAC
JAMES C DENNY
BRIAN STEPHEN LAKKIDES
AARON ANDREW CARY
DARWIN LEE MOORE
THEODORE NMN LAKKIDES
Joseph Alfred Fagan
LISA RENEE MADILL
Robert Steele
Ryan Matthew Scherer
STEPHANIE MARIE BROWN
MICHAEL DOWDELL
Matthew Clinton Bade
PATRICK KEVIN LEE
Robert Kashat
Ryan J Coryell
Michelle Renee St George
RACHEAL LOREN HARDY
CELENA BERYL HOWARD
Jonathon Krempa
COREY RYAN SCHEPPER
Richard El-Khoury
PATRICK JOHN HILLMAN
Eli Durgham
COURTENAY MARIE LYONS
CARL EDWARD ERICKSON
JULIANE ANN LEE
Sean Michael Ryan
JASON MICHAEL MOORE
RONALD JAMES WALTON
JUDITH LYNN HERNANDEZ
CHARLES PATRELLO
Nicholas Juncaj
Stephen Saad Yono

Within 25 miles of Waterford, MI, Best Investors lists 432 registered investment advisory firms with 1,340 offices nearby, managing about $18.3T in combined regulatory AUM across 3,261,060 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 Waterford

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