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Best financial advisors in Felda, FL

Registered advisers within 25 miles of Felda, FL.

Offices
28
Firms
19
Combined AUM
$4.71T
Firm-wide filings, not assets booked only here
Clients
831K
831,185 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
Q3 ADVISORS, LLC
CAPTRUST
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LAGRANGIAN CAPITAL LLC
FACET
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BYRNE FINANCIAL FREEDOM, LLC
EQUITABLE ADVISORS, LLC

Investors

VINCENT GIRARD PERFETTO
DANIEL CLIFFORD KING
Joseph Richard Timm
STEVEN CHARLES SPENCE
LAURA LADD BRAUCH
Stephen Loyola Thomas
Cheryl Andrine Sylvester-James
RYAN C BOYLE
LARRY RYAN THOMAS
Timothy Tom Aumann
AMANDA M SOLOWAY
CAMILO JOEL WONG
Brett R. Best
Alex Orillac
FABIAN GIL
RICHARD LAWRENCE ELLIOTT
CHAD NICKOLAS LOSON
JONATHAN GEORGE BREIT
ANDREW DAVID LAFORCE
LUKE FRANCIS BRIGNOLA
JESSICA BECKETT
Jack Arduin
SHENANDOAH MILLION
COLIN GUIMIN FENG
ROBERT PAUL KRUPP
THOMAS DANIEL POUND
Jonathon Joseph Skalmusky
Travis Clayton Ritter
JAMES F REDDINGTON
Hannah Marie Andersch
Isaac Aguirre
Nicholas Suarez
Diego Rodriguez
HITESH GHANGUS
Susana Guerra Mandes
MASON CHRISTOPHER SCOTT WEILER

Within 25 miles of Felda, FL, Best Investors lists 19 registered investment advisory firms with 28 offices nearby, managing about $4.71T in combined regulatory AUM across 831,185 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 Felda

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM