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Best financial advisors in Englewood, FL

Registered advisers within 25 miles of Englewood, FL.

Offices
219
Firms
99
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,628,590 clients when Item 5C has a number
Avg / client
$7.40M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHORN WEALTH
AE WEALTH MANAGEMENT, LLC
EDWARD JONES
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MOORS & CABOT, INC.
ONEAMERICA SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.

Investors

Gary Hirschy
BRYAN C DOMIAN
RONALD ADEN SMITH
Jared Bailey
John Richard Knott
FRANKLIN ARTHUR BANFER
Thomas Schorn
Valerie Teresa Wagner
RYAN JEFFERY GUTTRIDGE
RONALD JAMES ANNO
Davis Masella
Michael Edward Ernsting
DAWNNA DARLENE WILSON
JO ANNE C MARINO
THOMAS JOHN HINCK
JAMES L HINCK
JOHN WILHELM HINCK
GORAN KOCISKI
RYAN ROBERT STEVENSON
William Brent Forlow
MARK WHITEHEAD FRIEDMAN
NICHOLAS J MAGERO
HARRY RICHARD PINKHAM
JOHN WILLIAM FISHER
DAVID E SELDEN
Ashley Louise Darr
Nick F Wilson
KEITH BAIER
CHRISTOPHER JOHN JUALL
TODD ALAN MAUERMAN
Amanda Rachelle Castellano
MARINA SHINSKY
Christopher M Schoone
Brent A Pinkerton
Brett L Bristow
DANIEL THOMAS CORCORAN

Within 25 miles of Englewood, FL, Best Investors lists 99 registered investment advisory firms with 219 offices nearby, managing about $12.1T in combined regulatory AUM across 1,628,590 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 Englewood

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM