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Best financial advisors in Deltona, FL

Registered advisers within 25 miles of Deltona, FL.

Offices
597
Firms
242
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,288,175 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
LEFILS WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
HANSON FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC

Investors

ERIKA EVANS TEXTER
LEYTON EVANS
MICHAEL THOMAS EVANS
JAMES ALAN RAYNOR
Richard Brian Coloni
Deborah Sue Hawksworth
SHAWN ANTHONY WALTON
SEBASTIAN ANTONIO GALARCE
Bradford J Tallman
Jeremy H Adams
Ana Maria Arango
Ian Markowitz
Khalid Boyd
Jesse Michael Plunkett
Bernard Joseph LeFils
RYAN JOSEPH BUCHHOLZ
Debbie Van Gaale
Leigh Ann Lyon
Julian Reed Cook
Elaine A Daniels
Jeffery Lynn Ritchey
Devon Joseph Bennion
Evin Lynch
CREIG DESMOND JARDINE
Frederick Steven Craig
Calin Hartshorn
AMIT PATEL
Nicholas Michael Volence
Neetu Behl
SHARON KAY COMBS

Within 25 miles of Deltona, FL, Best Investors lists 242 registered investment advisory firms with 597 offices nearby, managing about $15.1T in combined regulatory AUM across 3,288,175 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 Deltona

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