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Best financial advisors in Bonaventure, FL

Registered advisers within 25 miles of Bonaventure, FL.

Offices
1,044
Firms
451
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,283 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
IMPACT PARTNERSHIP WEALTH, LLC
ARETE WEALTH ADVISORS, LLC
BOLTON SECURITIES CORPORATION
INTEGRITY ALLIANCE, LLC.
FRESH BREAD INVESTMENTS, LLC
CORNERSTONE PLANNING GROUP
LIFESPAN FINANCIAL STRATEGIES, INC.
AMELIORA WEALTH MANAGEMENT USA LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KOVACK ADVISORS, INC.

Investors

Sebastian Davalos
Andrea Cruz
Camilo Vilchez
REMY LYN JEANNEAU
RICHARD MARTIN ARDUENGO
JOSE ANTONIO FONTE
ARTURO PERRET-GENTIL
STEPHEN MCDONALD SMITH
ANA PATRIZIA HERNANDEZ
JUAN DAVID LENIS
JAEMAIR LOREN ALEX LEWIS
ALAIN DIEGUEZ HERRERA
LINA M VALENCIA SANDOVAL
EMIL MANZANO
KATIA MARIA PECCI
JULIO ERNESTO LEYVA
REYNEL GONZALEZ
WILLIAM EARL PENLAND
GONZALO PEREZ-VERDIA
Amber Marion Kelly
ADAM PRESNEY GONZALEZ
ERNESTO AMENGUAL
MAIGUALIDA LANZETTA GOMEZ
JORGE ENRIQUE AGUERREVERE SANCHEZ
LEONARDO TEDESCHI
MILTON CEOTTO
Guilherme Luperi Guerra
THEODORE EDWARD BOYES
STEVEN JAMES SANDBERG
PETER GEORGE PECCI
JOHN CLIFFORD HUXFORD
TYLER JORDAN ARES
BARJES RAINIERO ANGULO
PAMELA S JOO
Angela Vaughan
LAURA ANNE WALSH
RAQUEL TEICH
SHERWOOD CHARLES FORMAN
Joshua Raymond Crow
CYNTHIA DAWN WAGNER
CLAUDIA ANGELA BERNAOLA
David Rodriguez
Pedro Henrique Rocha
SAVERIO ANTHONY FIORELLO
ED MAISONET

Within 25 miles of Bonaventure, FL, Best Investors lists 451 registered investment advisory firms with 1,044 offices nearby, managing about $17.1T in combined regulatory AUM across 3,149,283 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 Bonaventure

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM