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Best financial advisors in Boca Grande, FL

Registered advisers within 25 miles of Boca Grande, FL.

Offices
156
Firms
62
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
1.43M
1,430,003 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

DOUGLAS C. LANE & ASSOCIATES
SOMERSET GROUP LLC
MOORS & CABOT, INC.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
SPYRNAL FINANCIAL GROUP
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIGO ASSET MANAGEMENT CORPORATION
AE WEALTH MANAGEMENT, LLC
SCHORN WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DOUGLAS CALDER LANE
ROBERT DAVID LANE
JULIE RENEE TOELLE
KEITH BAIER
CHRISTOPHER JOHN JUALL
TODD ALAN MAUERMAN
Amanda Rachelle Castellano
Peter Samuel Rouzzo
Cole Kendrick
William Brent Forlow
RYAN ROBERT STEVENSON
GORAN KOCISKI
DAWNNA DARLENE WILSON
JO ANNE C MARINO
THOMAS JOHN HINCK
JAMES L HINCK
JOHN WILHELM HINCK
CHAD PATRICK MICHAELS
Jack Aaron Drapkin
Davis Masella
Michael Edward Ernsting
Daniel Rossi
Rebecca S Durling
CHAD BURNS
ROBERT ALLEN DUNCAN
TRENT TREMAYNE HUGHES
STEVEN LYNN BURKS
RONALD JAMES ANNO
FRANKLIN ARTHUR BANFER
Thomas Schorn
Valerie Teresa Wagner
RYAN JEFFERY GUTTRIDGE
RONALD ADEN SMITH
Gary Hirschy
BRYAN C DOMIAN
Jared Bailey
John Richard Knott

Within 25 miles of Boca Grande, FL, Best Investors lists 62 registered investment advisory firms with 156 offices nearby, managing about $11.3T in combined regulatory AUM across 1,430,003 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 Boca Grande

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 CAPTRUST 963 advisers $1.24T 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