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Best financial advisors in Floral City, FL

Registered advisers within 25 miles of Floral City, FL.

Offices
123
Firms
41
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.28M
2,276,674 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE CAPITAL MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MODERA WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
AE WEALTH MANAGEMENT, LLC
KOVACK ADVISORS, INC.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Ryan Jenkins
Scott Lynwood Lee
Brian Blake Fitzpatrick
KIRBY SPENCER MCDONALD
ROBERT SPENCER HOCKETT
NEIL VON MAHONEY
JOHN JOSEPH CEPARANO
GREGORY PAUL WHEELER
Alexander Lewis Bedford
JARED KENNETH KIRBY
LISA C ESTEVES-DIXON
MATTHEW L DAVIS
Timothy Mack DeBruyn
MICHAEL SHAWN HADDIGAN
JAMES DANIEL SEGOVIA
RACHEL LOUISE MOATES
Milton David Caraway
DEBORAH J. MOEN
CHAD MICHAEL ROWLAND
ERIN KAYE REY
JUDITH GRECO
PATRICK SHANE FITZPATRICK
DANIEL LAWRENCE SULLIVAN
JOSEPH DI VINCENZO
Broc Avery Valdez
Richard Luigi Shaw
DAVID BRUNING GHINGHER
Brandon Fox
JOSEPH KYLE RETTIG
HENRY EDWIN SLY
JOSEPH ROBERT RETTIG
Ronald A. Wheeles
Brittney Aline McAuley
Paul Gene Nessler

Within 25 miles of Floral City, FL, Best Investors lists 41 registered investment advisory firms with 123 offices nearby, managing about $10.6T in combined regulatory AUM across 2,276,674 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 Floral City

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