Best Investors Account Sign in

Best financial advisors in Coco River, FL

Registered advisers within 25 miles of Coco River, FL.

Offices
447
Firms
191
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,847,793 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

CONNECTICUT WEALTH MANAGEMENT, LLC
EDWARD JONES
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STRATEGIC ADVISERS LLC
OPPENHEIMER & CO. INC.
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
MWA FINANCIAL SERVICES INC.
M&M WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CLEARSHARES LLC

Investors

BRENDAN THOMAS CONRY
Shelby Lynn Keepler
Tyler Christopher Canady
Matthew Joseph Taylor
ROBERT FRANCIS LYNCH
PATRICK RICHARD MC NAMARA
Robert Allan Woolf
DAVID A CARUSO
KEITH WILLIAM PHILIPPI
Rachelle Marie Davis
Breeanna N Szittai
MICHAEL RUDOLPH HALL
JONATHAN FIELDING LOMBARDI
ANA TEREZA MUNRO
DONNA RAE JORDAN
Manuel Tezanos
Jacob Johnson
Vincent Illuzzi
Gianni Peter Uglialoro
GRETCHEN MCTHENIA COLLINS
EDWARD BELL
Alec Lucius Bellino
LOGAN GARRET NORRIS
BRIAN DENNIS MAZGAJ
JAY SHIFFLET
JAMES ARTHUR GOODSON
STEPHANIE CHICAGO
PHOEBE RAE MARTIN
ANDREW WILLIAM BEAN
ZACHARY JOSEPH BOCK
CONNOR FEWSTER
BRUNO GONZALEZ
GEOVANA COSTA FREITAS
RUSSELL OGAN
EDGAR THOMAS ATNIP
RAYMOND LEWIS DINKEL
JASON LEE CHABEK
GUSTAVE JOHN KRAFVE
ERIC ROBERT GAUSTER
MICHAEL FRANCIS OSHAUGHNESSEY
GARY FRANKLIN HARRINGTON
ANGELINA MARIE ANDERSON
GAVIN RYELAND MCDAVITT
DAVID HOWARD JARRELL
SHENANDOAH MILLION
COLIN GUIMIN FENG
ROBERT PAUL KRUPP
THOMAS DANIEL POUND
Jonathon Joseph Skalmusky
Travis Clayton Ritter
JAMES F REDDINGTON
Hannah Marie Andersch
Isaac Aguirre
Nicholas Suarez
Diego Rodriguez
Martin Peen
Caroline Bauer
Kevin W Fazio
CHAD NICKOLAS LOSON
JARRETT DOSS GLOSSON
GUISEPPI JOHN MORABITO
ERIC MATTHEW MARVIN
DANA SUSAN MESSINA
BRAD S BERSH
Coleen Marie Hodsdon
VINCENT MICHAEL MAGEE
TERRENCE JOSEPH MCCREANOR
Miguel Arnaldo Ricardo Quinones
Clifford J Heroth

Within 25 miles of Coco River, FL, Best Investors lists 191 registered investment advisory firms with 447 offices nearby, managing about $18.3T in combined regulatory AUM across 2,847,793 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 Coco River

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