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Best financial advisors in Clermont, FL

Registered advisers within 25 miles of Clermont, FL.

Offices
598
Firms
243
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,248,193 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
JB MERIDIAN ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BLUE JASPER CAPITAL LLC
BALLARD WEALTH MANAGEMENT LLC
LEVEL FOUR ADVISORY SERVICES
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

BRETT CANARELLI
BENNETT NICHOLAS SPARTZ
Christopher Paul Boylan
Daniela Isbet Martinez Lara
Kalli Diane Le Jeune
JACK ALEXANDER KENNEDY
PETER VINCENT GIACONA
JEREMY HICKEY
RYAN ALLEN FRUTH
Eric Maurice Boylan
HEATHER LYN THIES
David Gonzalez
NEVILLE ERIC MELVIN
Michael Roger Schafer
Joshua Tyler Wintersdorf
Colin Stephen Myers
Grayson Price Bishop
TODD MICHAEL HECKMAN
Charlot Alexandre
John Carter Copeland
CHRISTOPHER EARL BALLARD
SCOTT FREDERICK KEIBER
MICHAEL ANTHONY SPARTZ
Yousuf Ghalayini
Anton Francis Lohn
Kenneth Eller
KARL JAMES KUCHMA
Camden Scott Vinton
DONALD ANTHONY ACOSTA
Jarrod Robert Shoemaker
Francine Sherry Stessel
JOHN JOSEPH LOMBA
James Robert Moulton

Within 25 miles of Clermont, FL, Best Investors lists 243 registered investment advisory firms with 598 offices nearby, managing about $14.5T in combined regulatory AUM across 3,248,193 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 Clermont

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