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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

SPC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SECURE ASSET MANAGEMENT, L.L.C.
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
BANKERS LIFE ADVISORY SERVICES, INC.
ECOS WEALTH ADVISORS
ALLSTATE FINANCIAL ADVISORS, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.

Investors

CHRISTOPHER ROBERT OZDARSKI
Hilary Lane Renno
Sean Patrick Hetherton
Troy Wallace VandenBosch
Michael Reed
Chad Michael Wotton
Thaddeus William Schlaud
BENSON N ONYEGBULA
MARK JOHN MUELLER
Gavin Schmidtmann
ANTHONY JOSEPH VOLANTE
MARK PRAINITO
Alban Londo
Sohan Sarkar
NUA ANTHONY DUSHAJ
Michael John Reinhard
Stephen J. Mikel
Danielle Louise McClung
Brandon Mattinen
MICHAEL ANTHONY WIDMAIER
Jeffrey James Jacques
TOMMI ELIZABETH HARRIS
Vita Marie Romberger
Mitchell Patrick DeBrincat
HUNTER MARC FOUGNER
James Edward Wilhelm
Michael S Roberts
James Hutchins Held
TIMOTHY J MARTIN
Jake Maxwell McNeil
KAREN MAY
NICHOLAS STEVEN SCHUMMER
BETSY ANNE BOYD

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