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Best financial advisors in West Bloomfield, MI

Registered advisers within 25 miles of West Bloomfield, MI.

Offices
1,410
Firms
451
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,260,744 clients when Item 5C has a number
Avg / client
$6.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OCTO CAPITAL, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
RAIDER DENNIS AGENCY
OSAIC ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
DUET ADVISORY SERVICES LLC
STAR WEALTH MANAGEMENT CORPORATION
ADVISORY ALPHA, LLC

Investors

JASON ADAM TRZCINSKI
JENNIFER LYNN KREUTZER
JAMES ANTHONY KREUTZER
DANIEL B SHUB
NADER JOSEPH AL-MOOSHI
MATTHEW JOSEPH MCDONALD
David Viane
Amanda Allie
David L. Holliday
Raphael Mazen Salim
LOUIS ANDREW BADER
STUART ERIC RAIDER
PETER MARTIN MENDLER
Joshua Blake Raider
HARVEY ALAN BRODE
JOAN MARIE WARNER
AMY LYNN SMITH
Stilianos Basil Karagatsoulis
ROBERT SCOTT DISKIN
LANCE KEVIN VAINIK
TODD E HOLQUIST
GREGORY ALLEN KATEFF
KEVIN PATRICK BROCKMAN
Jay Ryan Blackburn
Ahmad Harajli
William Joseph Revoir
COURTENAY MARIE LYONS
CARL EDWARD ERICKSON
Keith F Grover
Richard Gray Williams
Matthew J Liston
LAWRENCE JOSEPH STACK
BRIGID MULROY
Jacqueline Nicole Almeida
KYLE TIMOTHY OBRIEN

Within 25 miles of West Bloomfield, MI, Best Investors lists 451 registered investment advisory firms with 1,410 offices nearby, managing about $20.7T in combined regulatory AUM across 3,260,744 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 West Bloomfield

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM