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Best financial advisors in Altamonte Springs, FL

Registered advisers within 25 miles of Altamonte Springs, FL.

Offices
769
Firms
299
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,291,140 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
ARCHER INVESTMENT CORPORATION
HERITAGE ADVISORS GROUP, INC.
AMERITAS ADVISORY SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS
SYNERGY INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
401K GENERATION
G. A. REPPLE & COMPANY
PFS INVESTMENTS INC.
CAPITAL Q MANAGEMENT LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Investors

MICHAEL EMMANUEL MOLLICA
JAMES PAUL GRIFFIN
Michael Joseph Udvari
Manuel Angel Ortiz Aquino
Andrew Russell Hicks
MICHAEL DAVID TANNENBAUM
ANTHONY JOSEPH ROSSETTI
JOHN BRUCE KELLY
JOSEPH MICHAEL MCCANN
ROBERT JEFFREY HEARD
JEFFREY ALAN GREEN
ANTHONY GASPARE PERRONE
NICHOLAS A PERRONE
EMMA LEE MUMPOWER
Ethan Thomas Heard
Seth Tyler Heard
Sean Williams
DANIEL CHRISTOPHER ZAGATA
JAY BRIAN FISCHER
RONALD CHRISTIAN RASBAND
MICHAEL EDMUND SPEED
Alexander L Jermain
Cole Brothen
Dana Alexandra Richmond
WILLIAM KENT ELLIOTT
GREGORY HANNA ABDALLA
Tyler Levy
LORI ANNE MICHAELSON
JAMES MICHAEL BASS
LINDA MCCORMICK TAYLOR
Robert Michael Rycyk
CHRISTOPHER WAYNE BORDNER
Guy Britton Davidson
DAVID JOHN SCHLITT
JIMMY DALE GREENE
JASON BLAIR TUCKER
THOMAS THEODORE GERARDI
Roberto Antonio Yudice
Christopher Michael Claude
Liam Riley
MICHAEL PAUL WICKS
SOLOMON SHEN
Levi Cardin Silvas
SHARI LEIGH FLOWERS
Julia Rose Adams
DAVID JAMES PECKHAM
PRESTON JASON BELLAIRE
LORETTA MICHELLE MILLER
HARRY B OVERTON
GUY HAMILTON BLAKEY
MICHAEL GARY ARGENBRIGHT
BRIAN ROBERT WISE
AARON STEVEN PAUL
KYLE WILLIAMS
THOMAS LEE HENRY
Eric Stauffer
KELLI DIANE ROJAS
GYASI MARSHALL
Marlene Jarrett Nitsch
EDWARD ROJAS
Dyllan Brent Mastrodicasa
RICHARD BUTLER CROUSE
MICHAEL UTZ
Kiran Ellis
ROY EDWARD KELSEY

Within 25 miles of Altamonte Springs, FL, Best Investors lists 299 registered investment advisory firms with 769 offices nearby, managing about $15.4T in combined regulatory AUM across 3,291,140 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 Altamonte Springs

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