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Best financial advisors in Azalea Park, FL

Registered advisers within 25 miles of Azalea Park, FL.

Offices
711
Firms
290
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,336 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
HAVEN PRIVATE
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WARWICK SHORE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AIF MANAGEMENT LLC
NON-TRADITIONAL WEALTH MANAGEMENT, LLC
MFM CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERICAN REALTY ADVISORS
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BURGOS & BREIN WEALTH MANAGEMENT

Investors

CHRISTINE YVONNE VELLA
nicco vella
BRUCE WESLEY BALTICH
JOHNNY MARION GIBSON
STACEY LYNEL COLE
James Jacob Oswald
PAUL JUDSON HERSHISER
MARC R ANGLE
CHRISTOPHER GRAHAM CALISE
Mikayla Coreen Howick
JUSTIN JERALD BASSELL
Paul Zachary Shelton
JOHN S VERANO
Janelyne Yu Ho
Jeffery Donahou
Natalie Monique Plant
Joewin Jemang
Erin Soliven
EDWARD DOUGLAS BORST
DENNIS EDWARD GAGNON
JOHN ANTHONY MAFFEI
DAMON BASCO
MARCUS A HEALEY
Coleby Wright
Jason Abel Jones
KARIN RICHELLE HAYES
LOUIS ANDREW SATMARIA
Robert Thomas Hopper
CINDY ELAINE FOWLER
BRENT J RAMSEY
STEPHEN LUGO YOUNG
MICHAEL DOUGLAS ALLEN
CHARLES WINFIELD ALLEN
FRANK SALVATORE LOVAGLIO
AUSTEN ANDREW-PHILLIP JACKS
Jennifer Renee Inigo
Bruce Crandall Woodruff
GREGORY TAKASHI BRONER

Within 25 miles of Azalea Park, FL, Best Investors lists 290 registered investment advisory firms with 711 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,336 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 Azalea Park

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