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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

J.P. MORGAN SECURITIES LLC
THE FINANCIAL CENTER, LLC
CITIZENS SECURITIES, INC.
PASSMORE MANAGEMENT GROUP CAPITAL
LPL FINANCIAL LLC
SW ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
REDHAWK WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VERTRIX WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
KELLY WEALTH MANAGEMENT, INC.
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROYAL OAK FINANCIAL ADVISORS, LLC

Investors

Eric Eggen
Elizabeth Ann Williams
ROCCO JOSEPH SCARSELLA
MAJDA SUHAIL
LORD BYRAN DEGRAFFENREID
JOSEPH WILLIAM SABELHAUS
Kathryn S Wunderlich
SCOTT M WLOSZEK
Brady Matthew Higgins
MOLLY ANN BERNER
DAVID NATHANAEL GRANNER
CHRISTOPHER ALLAN PUGH
Samantha Kathleen Maddox
DEBORAH ANN JOSEPH
KATRINA LEE SAVAGE
WILLIAM BRYAN OWENS
PAUL ALFRED SCHMIDT
KRISTIE LEE GUADIANO
JORDAN PAUL NEUMANN
JOSHUA PATRICK VANDERGRAAFF
ERIC WAYNE BABCOCK
NORMAN CHARLES LEON
ROBERT JOHN YARMAK
PETER ROBERT SINGLER
Mary Jane Kelly
Sean Lawrence Kelly
JAMES CONNOR MACBETH
BRADLEY RYAN BASTION
ALEXANDER JOHN RASKY
MICHELLE MARIE TOMEI
MELISSA LAURA DE ROZARIO
Mark Alexander Carpenter-Frere
John J Cruse
David Wohlberg
JAMES ANDREW ROUMELL
THOMAS MARK TURCHETTI
MICHAEL JOHN PESENDORFER
CHRISTINE ANITA FOGG
AUSTIN JACOB VANDER MEER
JOSEPH MICHAEL HAMO
JULIE MARIE RUSS
MARK MIKOLAJCZAK
Brian L Reiber
Jason James Kokaly
GARY RAYMOND DENIS
THOMAS WILLIAM HANKINS
ANTHONY JAMES LAUZON
CRAIG ALAN BRAUN
ANDREA ATTWOOD
CHRISTOPHER JOHN RODRIGUEZ
KEITH ALAN HOLZWARTH
KASEY PATRICK GEORGE
ROBERT Allan PALMA
JOHN MICHAEL DYER
BRIAN RICHARD BRANCH
PAUL EDGAR ERICKSON
JAMES BRENDAHL WESTWOOD
ROBERT CHARLES MULCAHY

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