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Best financial advisors in Enterprise, FL

Registered advisers within 25 miles of Enterprise, FL.

Offices
593
Firms
241
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

EDWARD JONES
BNY MELLON SECURITIES CORPORATION
TRUIST ADVISORY SERVICES, INC.
FINANCIAL LIFE DESIGNS LLC
VOYA FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CAPITOL SECURITIES MANAGEMENT, INC.
VIRTUE CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRITY ADVISORY SOLUTIONS
SYMPHONY FINANCIAL TEAM
MML INVESTORS SERVICES, LLC
G. A. REPPLE & COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
GWN SECURITIES INC.

Investors

Madison Jane Hill
RISHABH SHUKLA
MICHELLE LYNN MEEKS
JAMES WILLIAM PETRUSKY
EVAN ALEXANDER FILLION
SHANNON BRI'ANNE HILL
Tyler Paul Jones
AUDREY WEHR JONES
SCOTT ALLEN BLINCOE
JOSEPH LAURO
MATTHEW PATRICK MURPHY
LAWRENCE WILLIAM NORDMANN
Matthew William Reynolds
WILLIAM DANIEL BROOKS
CHRISTOPHER LEWIS SKEES
JAMES ELLIOTT WEST
ALIREZA SHAHNAVAZ
BASSEM YUNES BERTIZLIAN
Jason Thornton
TIFFANY FRANCES KING
JENNIFER MARY FERGUSON
JACK REYNOLDS EDWARDS
MEGAN NICOLE WOLFE
ROBERT WARREN WOLFE
EVAN MATTHEW SHEAR
ROBERT RAY ROSS
LEAH MARIE BACKUS
NANCY ANN WILKINS
ELIZABETH MARIE BAKER
EDWIN ALICEA
GAROLD SCOTT CASTERLINE
RANDOLPH MILES PETERS

Within 25 miles of Enterprise, FL, Best Investors lists 241 registered investment advisory firms with 593 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 Enterprise

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