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Best financial advisors in Belleview, FL

Registered advisers within 25 miles of Belleview, FL.

Offices
178
Firms
72
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,627,842 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
SMITH FINANCIAL LLC
DUSHANE MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ROYAL FUND MANAGEMENT, LLC
BROOKSTONE WEALTH ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
ALEXANDER CAPITAL VENTURES MANAGEMENT, LLC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Investors

EILEEN MARY ANN MCCARTHY RITTER
BERT DELROY RITTER
BRET ROBERT MICKEL
ROBERT REED BRYANT
Camille Marie Coke
JOAN LORETTA COKE
Jena Sullivan
Jeremy Joseph DiFiore
CHRISTOPHER J CALANDRA
LINDY MARLENE BROCK
ROBERT MICHAEL ELSTAD
TERRY DANIEL SMITH
MARK RICHARD DUSHANE
PATRICIA ANNE CONRAD
ABIGAIL JEAN BLANTON
John Fielder Walker
Jarrod Council
JOHN WIRTH LAWRENCE
CRAIG RICHARD CASSIDY
RUSSELL RAIMUND WAGNER
GEORGE ANDREW WATSON
MILLARD SCOTT NORRIS
SIDNEY REESE SMITH
ALAN WAYNE OLSON
RICHARD GORDON EASTERBROOK
MICHAEL JOHN CONWAY
KELLEY COFFEY PYLES
MATTHEW THOMAS JACKSON
KEITH BRADLEY HAWK
SEAN KIMBALL CLARK
JOSEPH RAY FAULK
MARK R TRIPLETT
VICKI LYNN MONACO
LINCOLN EARL MCRAE
SCOTT EDWARD HEATHER
WILLIAM ROCCO FOLEY
Aaron Taylor Hawks
Kevin Carl Wingert
Briley Dalton Baca
PAUL MICHAEL FOKKEN
Jake Everett Stephens
NEIL ANDREW HIGGER
GREGORY WILLIAM RIECKHOFF
ROBERT JAMES NORRIS
CLAUDE THOMAS CORBETT
JOHN ROBERT LINK
KEVIN JOHN SCHNEIDER
BRYAN KEITH DALY
OWEN THOMAS EDWARDS
BRADLEY RONALD GERBERDING
DAVID A. LATCH
BRADY TYLER NELSON
Hunter Henry Von Unschuld
KIMBALL THOMAS KISTLER
DHARAM PAUL KALRA
MARK ROYAL SORENSEN
ROBIN MICHAEL SLAUGHTER
ALAN EDWARD KUZMA
JOHN LAWRENCE MILLS
NICKLOS KARL NASEMAN
SHELLI JO RICHARDSON
BARTH HOWARD FRANKENBERRY
PATRICIA ANN FREDERIKSEN
Camden Andrew Sprouse
Jamie Lamson
JOSEPH HUNTER VON UNSCHULD
ROMMEL GARCIA
Ronald DeVries
MARINA VLADIMIROVNA VOBLIKOVA DAVIS
ROBERT MICHAEL LESTER
Benjamin G Kochera
JAMES HERBERT BAILEY
JOHN MARTINI JANSEN
John William Newell
Andrew Chandler Parks
Niccole Marie Palacios
Clemente Palacios

Within 25 miles of Belleview, FL, Best Investors lists 72 registered investment advisory firms with 178 offices nearby, managing about $11.2T in combined regulatory AUM across 2,627,842 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 Belleview

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM