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Best financial advisors in Estero, FL

Registered advisers within 25 miles of Estero, FL.

Offices
517
Firms
215
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,864,794 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
R.E. SNOW PRIVATE WEALTH MANAGEMENT GROUP, LLC
LEGACY FAMILY OFFICE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VERTIS WEALTH, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
DREAMIT VENTURES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
EAGLE STRATEGIES LLC
AUSDAL FINANCIAL PARTNERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MASON CHRISTOPHER SCOTT WEILER
Eric Lee Tibbs
Joshua R Janssen
HITESH GHANGUS
Susana Guerra Mandes
NICHOLAS BRIAN GLAESER
CORY M SHAPIRA
RANDOLPH EDGAR SNOW
TAMARA LYNN SURRATT
JAMES ALLEN BUTCHER
Grant W Gunder
JASON DAVID DEROSA
Stephen Frederick Poll
GUY ANTHONY PAREDES
SIDNEY WAYNE YEOMANS
ADAM MICHAEL BOCK
PETER LOOMIS LOVLEY
MARK BROWN
John David Porter
CLINTON ALAN HELMBRECHT
Justin Charles Suter
CORY JOHN DICKSON
KERRY MAYO HORNE
STEPHEN BRADFORD ELLER

Within 25 miles of Estero, FL, Best Investors lists 215 registered investment advisory firms with 517 offices nearby, managing about $18.4T in combined regulatory AUM across 2,864,794 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 Estero

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM