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Best financial advisors in Everglades, FL

Registered advisers within 25 miles of Everglades, FL.

Offices
28
Firms
18
Combined AUM
$9.35T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,190,916 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
ANCHOR & OAK WEALTH ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
CLEARSHARES LLC
CIC, LLC
LEBENTHAL GLOBAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONNECTICUT WEALTH MANAGEMENT, LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

Kevin O'Fee
KENNEDY SHERLES
JAMES FREDERICK SHAW
KENNETH CAGNOLATTI
Miguel Arnaldo Ricardo Quinones
Clifford J Heroth
MARK ADAM CALLON
ANDRI GONZALEZ
ANNA GIONET
WAYNE D BALLER
JOSEPH DANIEL DIPIERRO
KEITH THOMAS EMBREE
DARCIE HELEN GUERIN
Kevin W Fazio
Vincent Illuzzi
Gianni Peter Uglialoro
CRAIG JOHN COUTURE
Bob Weigel
BRENDAN THOMAS CONRY
Tyler Christopher Canady
Matthew Joseph Taylor
ROBERT FRANCIS LYNCH
PATRICK RICHARD MC NAMARA
Robert Allan Woolf
DAVID A CARUSO
KEITH WILLIAM PHILIPPI
Rachelle Marie Davis
Breeanna N Szittai
MICHAEL RUDOLPH HALL
JONATHAN FIELDING LOMBARDI
ANA TEREZA MUNRO
DONNA RAE JORDAN
Manuel Tezanos
DANA SUSAN MESSINA
BRAD S BERSH
Coleen Marie Hodsdon
VINCENT MICHAEL MAGEE
TERRENCE JOSEPH MCCREANOR
BRIAN DENNIS MAZGAJ

Within 25 miles of Everglades, FL, Best Investors lists 18 registered investment advisory firms with 28 offices nearby, managing about $9.35T in combined regulatory AUM across 2,190,916 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 Everglades

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 CAPTRUST 963 advisers $1.24T 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