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Best financial advisors in Bonita Springs, FL

Registered advisers within 25 miles of Bonita Springs, FL.

Offices
527
Firms
215
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,860,540 clients when Item 5C has a number
Avg / client
$6.57M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
NAPLES WEALTH PLANNING
SENTINEL WEALTH INC
CERITY PARTNERS LLC
B. RILEY WEALTH ADVISORS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
TWENTY FIRST INVESTORS
PROSPERITY CAPITAL ADVISORS
RINALDI WEALTH MANAGEMENT, INC.

Investors

FRANK RAPHAEL HUJSA
MARK ANTHONY MATOS
GARY F LENCHNER
GARY WILLIAM MEDLEY
REESE Philip BOEHME
KENNETH JAMES WISE
MITCHEL J WISE
ANDRES MACIAS
MACKENZIE C RICKMAN
ANDREW JOSEPH KRONE
John Cimino
Nelson Pereira
Michael J Iacampo
RICHARD J CALHOUN
LAURENCE ELLIOTT HULBERT
CHRISTOPHER GUY RAGAIN
RICHARD DAVID PICONE
JOHN FLEMING BLAIR
WILLIAM JOSEPH MIHM
RODNEY JAMES KLEIVER
Kyle Terzak
MICHELLE LYNNE MINISCI
SCOTT LYNN FREDSTROM
Anthony Dagati
Ana Francia Rincon Diaz
SIDNEY WAYNE YEOMANS
KEITH WILLIAM MOORED
JOHN RAYMOND EIKANGER
EDWARD LEO BAYARSKI
Halie Annmarie Stewart
DUSTIN CARL RINALDI
PATRICK JAMES O'GRADY
Anna Butterfield Khemkhajon

Within 25 miles of Bonita Springs, FL, Best Investors lists 215 registered investment advisory firms with 527 offices nearby, managing about $18.8T in combined regulatory AUM across 2,860,540 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 Bonita Springs

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM