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Best financial advisors in White Lake, MI

Registered advisers within 25 miles of White Lake, MI.

Offices
1,212
Firms
421
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,258,119 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LAKEPOINT WEALTH PARTNERS
ALLSTATE FINANCIAL ADVISORS, LLC
STRATUS ADVISORY GROUP, INC.
IAMS WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
SPC
FINANCIAL FREEDOM HOUSE

Investors

Asha S Patel
Kenneth Todd Mosher
Huimin Lau
Steven Morey
Adam David Veale
Wyatt William Flynn
Matthew Clinton Bade
PATRICK KEVIN LEE
JOHN GODFREY HIRZEL
ADAM JOHN HIRZEL
BRENDA MARIE OLDHAM
Ryan Matthew Scherer
Stephen Saad Yono
Ethan Joseph Mulder
JOSHUA KIRK MULDER
JOHN DAVID WAGNER
Amanda Nicole Teremi
KENT DONALD BALLARD
NORA JEAN ERICKSON
JOSEPH CHARLES JANCA
SUSAN WELLMAN
CHERYL LYNN BENWAY
STEVEN JAMES JAGUSCH
LISA RENEE MADILL
Robert Steele
LINDA SHARON BONHAM
ANDREW SCOTT UPLEGER
Adam J Upleger
Joseph Alfred Fagan
STEPHANIE MARIE BROWN
Jeffrey Pat Petrillo
DONALD IRVIN GILLIS
Robert Pat Petrillo
Hilary Lane Renno
BRIAN JAMES MCISAAC
JAMES C DENNY
BRIAN STEPHEN LAKKIDES
AARON ANDREW CARY
DARWIN LEE MOORE
THEODORE NMN LAKKIDES

Within 25 miles of White Lake, MI, Best Investors lists 421 registered investment advisory firms with 1,212 offices nearby, managing about $18.3T in combined regulatory AUM across 3,258,119 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 White 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