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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

KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
GLASS RETIREMENT STRATEGIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
GREYSTONE FINANCIAL GROUP, LLC
SIGNATURE CAPITAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HARBOUR INVESTMENTS, INC.
PROSPERA FINANCIAL SERVICES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
OSAIC ADVISORY SERVICES, LLC
EDWARD JONES
EQUITY PLANNING GROUP, INC.

Investors

MICHAEL RONALD MOLESKI
TIMOTHY LEONARD GOOD
JAMES MICHAEL KOCZARA
HERBERT NEIL GLASS
KATHY RENE SEIMET
Michelle Marie Lamacchio
NICHOLAS LOBERG
BRIAN A STONE
ERIC ROBINSON MOSS
TODD ROBINSON MOSS
Michael James Boren
ali mchawrab
HENRY STEVEN WOLOSON
LAURA CARMELA WOLOSON
IAN CARL ERIKSEN
Nolan Adam Eriksen
MARK ADAM ERIKSEN
PHILLIP J WEST
EDWARD CHARLES SUDZINA
Casey Sage
COLLEEN ANN SCHON
BRENT LEE DEUEL
DAVID WAYNE DEUEL
Zaed S Shamoon
KEVIN M DOYLE
STEVEN M REAUSO
Mahadee Hassan Chowdhury
Rita Orow
Mark Thomas Mullin
MATTHEW K BRAND
Blake Fortune
Norman Jadan
Maggie Mae GUENTER

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