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Best financial advisors in BVL, FL

Registered advisers within 25 miles of BVL, FL.

Offices
605
Firms
252
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,281,404 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
TOKENOVA, INC.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRLEX
ARBOR PARTNERS INC
OTT FAMILY HOLDING
CETERA INVESTMENT ADVISERS LLC

Investors

DAIRO JOSE LOPEZ PAYARES
JOSE LUIS CERDA
DANIEL ENRIQUE LUNA
Devin Luis Crimzon
Sandra Ramos
WILLIAM LAURENCE PANCAKE
Ricardo Cases
Ruy F Diaz Hernandez
Yee Ling Lee-Spears
Robert Jon Rosen
MOHAMAD ALHALWANI
YAJAIRA RODRIGUEZ
PAULA ALMEIDA COELHO
Rodrigo Moises Torres Pinto
Ramon Jorge
MICHELLE CORREA
Kristina Marie Dhountal
FABIO GARCIA
EMMANUEL SANTIAGO PEREZ
Kenton Scott
Kerry Lee Scott

Within 25 miles of BVL, FL, Best Investors lists 252 registered investment advisory firms with 605 offices nearby, managing about $14.6T in combined regulatory AUM across 3,281,404 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 BVL

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