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Best financial advisors in Bokeelia, FL

Registered advisers within 25 miles of Bokeelia, FL.

Offices
227
Firms
91
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,741,743 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

SPYRNAL FINANCIAL GROUP
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
DOUGLAS C. LANE & ASSOCIATES
SOMERSET GROUP LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
RETIREMENT WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

CHAD PATRICK MICHAELS
Jack Aaron Drapkin
Daniel Rossi
Rebecca S Durling
CHAD BURNS
Christopher Jay Twining
Stephanie Elaine Negip
JAMES TIMOTHY HALTIGAN
PAUL WAGNER
Austen Routte
DOUGLAS CALDER LANE
ROBERT DAVID LANE
JULIE RENEE TOELLE
Richard J Dempsey
CHRISTINE LYNNE McIntyre
MICHAEL WAYNE MCFARLAND
John Thomas Evans
JAIRO SOTOMAYOR
SCOTT FLINN
ZACHARY PAUL FRAZIER
WILLIAM ARTHUR KING
BRIAN DONALD SAULS
SALVATORE PRISCO
Jonathan Rodriguez
JHULER VILLEGAS
Donna A Krohn
JOSEPH LANZA
ERIC EUGENE KEARNEY
AMY BLAIR LAWSON

Within 25 miles of Bokeelia, FL, Best Investors lists 91 registered investment advisory firms with 227 offices nearby, managing about $13.2T in combined regulatory AUM across 2,741,743 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 Bokeelia

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