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Best financial advisors in Aloma, FL

Registered advisers within 25 miles of Aloma, FL.

Offices
706
Firms
286
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,217 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
SHARIAPORTFOLIO, INC.
VIRJI INVESTMENTS, INC.
INDEPENDENT FINANCIAL PARTNERS
TRANSAMERICA FINANCIAL ADVISORS, LLC
REFORGE CAPITAL, LLC
NEWPORT GROUP CONSULTING, LLC
JACKSON WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT

Investors

JOHN STEPHEN PIONTEK
JOHN CHRISTOPHER BURMESTER
Suzette Ali Davis
Adam Mischel
Chandler Todd Altman
Christian Larson
Jesse Robert Anderson
Gladys Raquel Green
CHRISTOPHER PATRICK MCKELVEY
Anthony David Gilotti
Alejandro Carrasquel
MICHAEL LOPEZ
DAVID GARLAND
Shafaq Naeem Kazi
ISHAQ KHADER MOHIUDDIN
ALIREDHA MUNIR WALJI
Habib Anwar
Rezwana Abed
Mahdi Walji
Shafran Shurid
NAUSHAD VIRJI
ALLAN MICHAEL PAULL
SCOTT DAVID MARTIN
WINDEL I TAYLOR
JULIE MERRITT LEINENBACH
Philip Bradford Kidd
TRENTON JAMES HOLEC
JANE ELIZABETH KELLER
ANDREW PHILIP ARIGO
PAUL GERALD ESCOBAR
MATTHEW EDWIN MEYER
JUSTIN TYLER FEATHER
STEVE LEE WILLIAMS
STEVEN FRANCIS SCHREIBER
PAUL ROBERT MOEHLE
MATTHEW PAUL WAGGONER
Alexander Marcus
Viorica Wildes
LINDSEY ELIZABETH ELLIS
JEFFREY MARSHALL BUSH
EDDIE BRYAN ALLEN
MICHAEL DOUGLAS SHANNON
Katie Lynn Wright
Christopher Michael Kmetz
Natalie Kristen Samuels
MICHAEL PAUL MCGAHAN
GEORGE PAUL JACKSON
Ashley Henderson
Yulia Dance
MATTHEW PAUL JACKSON
Aleksei Kitaigorod
Caroline Rose Johnson
Michael H Pfister
Carlton Anthony Buckley
Robert Michael Crews
Michael Payne
Alfred James Baker
JAYAR DEAN WILLIAMS
Hieu Phi Nguyen
MICHAEL LOUIS NAGY
JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS

Within 25 miles of Aloma, FL, Best Investors lists 286 registered investment advisory firms with 706 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,217 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 Aloma

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