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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

RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COQUINA PRIVATE WEALTH ADVISORS
HUNTLEIGH ADVISORS, INC.
EDWARD JONES
CENTAURUS FINANCIAL, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
GREAT VALLEY ADVISOR GROUP, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SCP MANAGERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

RANDALL BRIAN FRANCIS
RUSSELL ANDREY SKIBICKI
KRISTIN ELIZABETH KEHL
GREGORY ORDMANDY
ROBERT FRANCIS CERRITELLI
Tyler James Amendola
Leah Ronnell van Welie
LAURA LOUISE AMENDOLA
JOSEPH PERCIVAL WILLIAMS
SHANNON CREE SAPP
Stephen Gerard Cook
James David Fendrick
Peter Donlevy
Steven R Muse
Jacob Cornell
Robert JS Smith
STEVEN JOSEPH MARKOVIC
Jean-Paul Ceballo
SAL STANZIONE JR
Christopher Padrick
Jamison Dale Edlin
Edward McKinney
Osmany Rojas
Gabriel Iglesias
JABIN WADE NILES
Jason Lee Cabral
TOUFIK JEBRANE BOUHAMID
CHRISTOPHER AARON NICHOLS
KRISTIN NELSON
ANASTASIOS KOURPOUANIDIS
CHARLES JOSEPH CASH
James Oliver Sproul
JARED DANIEL BURKE

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