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Best financial advisors in El Portal, FL

Registered advisers within 25 miles of El Portal, FL.

Offices
1,553
Firms
845
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,513 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

MERION ROAD CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LONGMAN WEALTHCARE MANAGEMENT, LLC
WEEKEND ADVISOR LLC
DASH INVESTMENTS
E. A. HORWITZ LLC
POINT BREAK CAPITAL MANAGEMENT LLC
M HOLDINGS SECURITIES, INC.
ACCELMED PARTNERS II MANAGEMENT, LLC
SULZBERGER CAPITAL ADVISORS, INC.
CAPTRUST
ALSIS FUNDS, LLC
DINERAZO INC.
EXCITE CAPITAL LLC
SAPIENT CAPITAL LLC

Investors

AARON JACOB SALLEN
PARNEL LEONARD VICTOR
Cherry Mae B. Lerio
LUC-BERNARD MURAT
Gabriella Alvarenga
LEONARDO RAMIREZ
Phillip Anthony Brunson
ROBERT T WROBLEWSKI
DAVID ALLEN TREECE
THOMAS JOSEPH LONGMAN
Zachary Thomas Longman
ZAIN L. GRIFFITH
Lesley Winston
Juan Roberto Ruiz
Osnerlee Desulme
Cody Shoop
EUGENE CHARLES SULZBERGER
Stephen Harold Schott
JAMES ALBERT ROONEY

Within 25 miles of El Portal, FL, Best Investors lists 845 registered investment advisory firms with 1,553 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,513 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 El Portal

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM