Best Investors Account Sign in

Best financial advisors in Davenport, FL

Registered advisers within 25 miles of Davenport, FL.

Offices
240
Firms
86
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,490 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MORGAN STANLEY
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMPBELL & ASSOCIATES
WELLS FARGO CLEARING SERVICES, LLC
VERONA ADVISERS
GOOD LIFE ADVISORS, LLC
BLACK RAVEN INVESTMENTS, LLC
TORI
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Daniel Z Lewis
ROBIN PREVER MALATINO
MAX VERYL ELSON
MARLIA SUE BROWN
Kyle R Antommarchi
Riley S Dyer
ANDREW PETER ZELMAN
MICHAEL DAVID VAN DIGGELEN
LAURA MARIE CAPPORELLI
STEVEN MICHAEL TINER
KAREN TERRY TINER
ROBERT T CAMPBELL
DANIEL A CHIAVAROLI
ELLEN ANN BURZYNSKI
Wolfgang Amadis Briceno
BRAD JOSEPH SCHNEIDER
JULIUS EDWIN LORD
MICHAEL J FERRARA
JENNIFER RITZ
CHARLES WESLEY BAIER
CHRISTOPHER DAVID MOAK
BRADLEY JONATHAN SHEAR
GENE CRAIG LEVENGOOD
MARCUS CLAUDE MOORE
JEFFERY ALLEN GRECU
LISA MARIE STROHM
EDWARD MICHAEL SEP
CELIA MAE SCOTT
KELLY ANN CONNELLY
LISA ARMSTRONG EVANS
JULIE MARIE KEMP
JONATHAN ANDREW HOFFMAN
KENNETH RAY CALCUTT
Nicholas Curinga
FRED STRAWBRIDGE CLAGHORN
KAREN ELICIA SPENCE
THOMAS J LEVY
JOSHUA ADAM STRANGE
JEREMIAH DUSTIN LOCASCIO
Benjamin VanTroost
MAXWELL DEMERITTE
BRENAN ROBERT VOLPE
DANIEL RYAN THORNTON
Hunter Rice
Jeffrey Carson Matthews
Alison Elizabeth Howells
Nathan Douglas Wagner
Lauren Ashley Giron
Timothy Denner
Bennett Wallace Miller
Robert Michael Penrose
LOUIS ANTHONY FALVO
BRIAN GRAYSON CROOK
MICHELE ELIZABETH DURA
Christopher Douglas Begbie
SEAN PATRICK MEST
Pierce A Giancaterino
Zachary Wayne Inklebarger
CHARLES ROBERT ELHOFF
FRED MAXWELL QUATTLEBAUM
HOWARD LEE SHEAR
Erik Kenneth Steudle
KYLE DONALD HARPER
Ashlee L Jones
KAMISHA AILEEN RAMIREZ MCKNIGHT
RYAN NICHOLS TEMPLETON
CHRISTOPHER N NEEDS
JEFFERY BRIAN HARPER
James Stroman Hall
CLAUDIA NEGRINI SALLES
THARCISIO ARAUJO DIAS DE SOUZA SANTOS
CONOR FRANCIS DELANEY
Isaac Dario Murillo
Stephen Peterson
DAVID RICARDO RODRIGUEZ LOZADA
JOSE ANTONIO LOPEZ RODRIGUEZ
Gilberto Hurtado Parra
ISRAEL NORIEGA
Diana Carolina Castaneda Cortes
Robert Jon Rosen
William Portage Schwemlein
JOSHUA WAYNE WYATT

Within 25 miles of Davenport, FL, Best Investors lists 86 registered investment advisory firms with 240 offices nearby, managing about $12.3T in combined regulatory AUM across 2,674,490 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 Davenport

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