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Best financial advisors in Celebration, FL

Registered advisers within 25 miles of Celebration, FL.

Offices
508
Firms
211
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,879,967 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
REA FINANCIAL
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
CHARLES SCHWAB & CO., INC.
EMINENCE WEALTH MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
MCDONOUGH CAPITAL MANAGEMENT, INC.
PFS INVESTMENTS INC.

Investors

Nicholas Andrew McTurk
Daniel Aaron Smith
David S Pieronowski
Nicholas D Johnson
THOMAS ALLEN BRAY
Thomas Dalton Bray
ERIC PETER CARLSON
Ethan Stone Vanz
ROCCO FRANK ENGLISH
DAVID MICHAEL MURPHY
GREGORY MORRIS BEARDSLEE
ERIC JAMES HOEBBEL
MATTHEW BERNARD HAUSHALTER
JOSE LUIS CERDA
DANIEL ENRIQUE LUNA
LOGAN THOMAS WOLFLEY
Stephen Peterson
DAVID RICARDO RODRIGUEZ LOZADA
DAIRO JOSE LOPEZ PAYARES
Cody Michael Cervellera
Anoop Raghu Nath
DANIEL RAYNEE GREEN
RANDALL A HOLMQUIST
BRYAN L BOYD
Brian Diaz
STEPHEN M WYTIAZ
Marina Troyan Borden
Michele Ann Cook
Michael Stephen Wytiaz
Nicholas James Gorry
Kiel Allison Lewis
Chance Josef Robinson
Avilio Alejandro Sutherland Navea
NICHOLAS JAMES RUSSELL
Travis Daniel Keller
DAVID ISAIAH STRUNC
Brady Alan Keller
PAUL JOSEPH PISCITELLI
JANET ROSE BURKE
Ian S. Manahan
KYLE WASSMANN
BRYAN BENJAMIN DONALD BELOFF
THANH-CAM THI NGUYEN
EDWARD ALOYSIUS MCDONOUGH
Shannon Ashley McDonough
FLORENCIA REDONA URBINA

Within 25 miles of Celebration, FL, Best Investors lists 211 registered investment advisory firms with 508 offices nearby, managing about $14.0T in combined regulatory AUM across 2,879,967 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 Celebration

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