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Best financial advisors in Carrollwood, FL

Registered advisers within 25 miles of Carrollwood, FL.

Offices
1,132
Firms
374
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,400,467 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

NORMAN DAVID RAYMER
HAYKUHI POGHOSYAN
Afsana Khan
CLINT MADDEN
Bryan Patrick Graham
Laura L Rehbein
STEPHEN CHRUCHELL POWER
STEPHEN PETER WESTON
GERALD LEE REID
ISRAMIL PICHARDO
THEODORE BICKERT
ROBERT RECKER
TULIO ERNESTO SUAZO
RAYMOND BRIAN SHADE
DUSTEN JOHN RIZZO
DAVID HARRIS
RUDOLPH ANTHONY RAMIREZ
MARK WALKER
BRANDT ZIMMERLY
ROBERT S CANN
AUDREY SABINE HIRST
MARCOS J STEWART
MICHAEL Scott SANTASANIA
RANDALL HARLAN RUCKMAN
Lauren Duran
MELVIN JAMES EDWARDS
RANDY LONG
RONALD DAY ROBERTSON
CLYDE HUGH WELLS
ERIC CHRISTOPHER HALE
JOHN MICHAEL CLIFFORD
TAMMY ALUMBAUGH
Noah Lee Mcqueen

Within 25 miles of Carrollwood, FL, Best Investors lists 374 registered investment advisory firms with 1,132 offices nearby, managing about $18.4T in combined regulatory AUM across 3,400,467 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 Carrollwood

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM