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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

EVOLUTION WEALTH MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
WATERSTONE FINANCIAL ADVISORY LLC

Investors

KURT MICHAEL TRAULSEN
Adam Bruno
Brett John Barry
Ross William Moody
Lauren Kathryn Traulsen
BENJAMIN B LANE
JESSICA L LUCHAN
DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE
Joshua Trent Scoggins
LEONARD STAGNITTI
JASON TRENT SCOGGINS
MATTHEW FORREST WELBORN
STUART DRUMMOND BUCK
Shawn D Kinney
MARK ALAN GEISSINGER
Owen John Geissinger
MARK GERARD SONNTAG
CARL HENRY CHAPUT
DONALD R MCWATERS
TERRENCE CLARK PORTER
EUGENE JOSEPH ENDERS
ROBERT JOSEPH DIMARIA
JOHN GINSBURY
LAWRENCE E CROUSE
Jack Arduin
Alison Dale Free
Parker Conitz
SUSAN WEIDENKOPF WATTS
DAVID MC QUADE
MICHAEL SHANNON STRYKER
KAREN SCHUMAN ZEIS
SALVATORE PHILIP BAIO
DANIEL JAMES HYNDEN
JONATHAN STEVEN CASIMINI
BENJAMIN JOEL HYNDEN
Juliana Lombardo
RICHARD PAUL WILLIAMS
NICHOLAS ALFRED MAURILLO
NATASHA LARK
Ashley Chouinard
Mina Choe McQuade
DAVID PAUL SATKOSKI
COREY MATTHEW WILSON
THOMAS L BURT
JOHN TIMOTHY MCGEE II
JOHN JAMES PETRACCO
Christopher Gianni Ottolini
CHARLES IRWIN TODD
REBECCA ROSE PYBURN
William Nathan Shorack
WILLIAM ROB CARLSON
DAVE IANNONE
Valerie Gomes
Victoria Valentina Luzardo Ocando
DAVID PIKOP
Eric BAUTISTA Somodio
LEO DAVID BOISVERT
Erik Geoffrey Heben
JEFFREY DAVID MCGLONE
WILLIAM CHRISTOPHER VALENTI
JENNIFER ANN RAMEY
Anthony L Panarello
William Payne duPont
Christian Nicholas Whiteley
JUNE N. MILLER
Debra Ann Merwin
JASON MICHAEL DUKE
LEONARD IAN KATZ
Trenton R Baker
AARON P WHITE
ADAM D PIATT
CARLY ANNE RAINERO
ANTHONY LAWRENCE CIVITILLO
CAROLINE A PETERS
NICOLE DIANE MAJORAS
Laurie Gegen Moore
John Bowden Hawks
Sean C Toggweiler
MICHAEL DAVID FREITAG
MATTHEW EDWIN MILLER
Jennifer M Woods
TINA MARIE TURI-SHELLEY
AMANDA CATHERINE PFLANZ
JENNA MARIE BORNHORST
BAYLIS MCKEE GRUBER
RANDY L DOMBROWSKI
PATRICIA LYNN MESSNER
TERRENCE MICHAEL MCMAHON
ROBERT ANTHONY SERVIDIO
JEFFREY JAY BERNS
GARY LOUIS CORONA
Maria E Fruciano
JULIE KAY VOGT
ANN MARIE RIES
MARIE FERNANDE SOMERS
CARY ROBERT KLEINFIELD
Steven Benjamin Gross
MICHAEL ANDREW WILHELM
JAMES V CAIRO
KENNETH ALAN LEVIN
ROSS GARING
TREVOR WAYNE HARRELSON
Brecken Kanz
Robert Phillip DiBella
DAMIAN MARCUS VARELA
Colin J Bosak
DENNIS GENE HARRELSON
Phillip Taylor McGrath
JAMES STUART GALLAGHER
Adam Richard Daniels

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