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Best financial advisors in Alva, FL

Registered advisers within 25 miles of Alva, FL.

Offices
197
Firms
82
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,729,613 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

Q3 ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BLACKRIDGE ASSET MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FACET
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

RYAN C BOYLE
William Malcolm MacDonald
LAURA LADD BRAUCH
Stephen Loyola Thomas
Cheryl Andrine Sylvester-James
Joseph Richard Timm
CAMILO JOEL WONG
AMANDA M SOLOWAY
STEVEN CHARLES SPENCE
VINCENT GIRARD PERFETTO
DANIEL CLIFFORD KING
DAVID PAUL PACIOREK
Ruth Currie Ladas
SHELBY H PELTIER
LARRY RYAN THOMAS
Michele Lynne Losapio
CRAIG STOKER WHITE
Lucas Sopchak
AUSTIN BUDNACK
PERRY FRANK CURASCO
RICHARD LAWRENCE ELLIOTT
Timothy Tom Aumann
YONA KLEIN
HEATHER RAE NIDETCH
Terri L Starliper
George Bockmeyer
Preston Dougherty
BENJAMIN B LANE
JESSICA L LUCHAN

Within 25 miles of Alva, FL, Best Investors lists 82 registered investment advisory firms with 197 offices nearby, managing about $14.3T in combined regulatory AUM across 2,729,613 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 Alva

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