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Best financial advisors in Ellenton, FL

Registered advisers within 25 miles of Ellenton, FL.

Offices
633
Firms
279
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,117,353 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ASSURITY WEALTH MANAGEMENT
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
PENINSULA ASSET MANAGEMENT INC

Investors

Sejla Hadziabdic
MICHAEL A PICCIONE
JOSEPH ANTHONY ROWE
PAULA RENEE FUNDERBURKE
Peter Z Hofstra
Michael Thomas Vann
NANCY ANN SEE
THOMAS EDWARD REDDEN
Stephanie Marie Jackson
James M Desmond
LEA SMITH JOHNSON
THOMAS J KORNETT
BRIAN PAUL SMITH
Benjamin William Prescott
TRACEY KEITH GANNER
DAVID SCOTT APPLEBY
JANUARY SCHMUS
MEGAN CHERIE BOSTON WOOD
Robert A. Evans
ROSE MARIE ROBERTS-JASSOY
Debbie Lancaster
Jeffrey M Patten
PATRICIA ANN CHEVALIER
LAWRENCE PHILIP ROSE
Corey David Sherk
Harrison P VanDerNoord
Elwood Frederick Gross
John Bullock Tucker

Within 25 miles of Ellenton, FL, Best Investors lists 279 registered investment advisory firms with 633 offices nearby, managing about $15.2T in combined regulatory AUM across 3,117,353 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 Ellenton

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