Best Investors Account Sign in

Best financial advisors in Whitmore Lake, MI

Registered advisers within 25 miles of Whitmore Lake, MI.

Offices
645
Firms
222
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,981 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
INSPIRE WEALTH ADVISORY LLC
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
FOUNDERS FINANCIAL SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
A SMARTER WAY TO INVEST
SIMPLYRIA ADVISOR NETWORK
WEALTH & WELLNESS GROUP, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EP WEALTH ADVISORS

Investors

Nathan O'Connell
Brittney A Broich
Christopher W. Root
Cory G. Kuzinski
JASON CONRAD HUNTLEY
MICHELLE ANN JOSEPH
DANIELLE K HENRY
BRANDON RAYMOND JUODIKIS
KATHLEEN LYNN AKSTEN
RYAN Joseph HALLER
PAULA CHRISTINE SWAIN
Anthony J Weatherspoon
DANIEL STASIW
KARA ASHLEY WILCOX
GRANT VINCENT LEMIRANDE
JOSEPH PANFIL
Michael Correll
Kristen Hawkins-Yakel
JOHN JAMES MACDONELL
Timothy Shebak
ANJANETTE ACUFF NICKOLOFF
Grant Sutter
Oscar N. Ford
RYAN MICHAEL SCHACHT
DAVID FRANK REA
ERIK DAHLIN KRAMER
Neil Alan Kaplan
Ronald John Briggs
Ethan Thomas Favre
Anthony Michael Longo
RONALD JOHN BRIGGS
DAVID ALAN LEKARCZYK
STEVEN MICHAEL ROY
Nathan Daniel Meyer
Maxwell E Carlson
Ory Menachem Schwartz
JOHN CHARLES LAMBERT
MICHAEL J HASKELL
MATTHEW ROBERT LAMARRE
JAMES W ANADON
Jacob Kasperski
Bradden J Blair
SCOTT JAY KARL
sefton kingsbury barnes
DAVID HAROLD KISSER
FRANCIS WILLIAM MOSSETT
FRANK FREDERICK PATRICK
ALBERT WILLIAM SHARP
Robert Steven Laura
Robert Jake Rux
Mark Pagels
Jeffrey Herbert Dagher
KEVIN JAMES ROGAN
KEVIN WILLIAM MURPHY
Colleen Condra Cowles
John Kenneth Condra
Philip Brent Spoljarick
Mark Allen Mann
CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
KEVIN EDMUND CROSS
ANDREW JASON ZEHNDER
TODD ANTHONY PERRY
Christopher WIlliam Toro
ALBERT PINGREE HERZOG
DANIEL COYE WEAVER
ALBERT PINGREE HERZOG
ZACHARY B MESSINA
Andrew Rocco Szewc

Within 25 miles of Whitmore Lake, MI, Best Investors lists 222 registered investment advisory firms with 645 offices nearby, managing about $14.1T in combined regulatory AUM across 3,116,981 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 Whitmore 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM