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Best financial advisors in Forest City, FL

Registered advisers within 25 miles of Forest City, FL.

Offices
754
Firms
293
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,366 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VESTAPOINT LLC
ALPHAQ ADVISORS
RIVERTREE ADVISORS, LLC
DELLA PAROLA CAPITAL MANAGEMENT
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PORTFOLIO MEDICS, LLC
OSAIC WEALTH, INC.
SANDHILL WEALTH MANAGEMENT, INC.
KIRENAGA MANAGEMENT GROUP, INC.
BEACON POINTE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
FAIRWAY FINANCIAL, LLC
HORIZON WEALTH GROUP, LLC
MATTHIAS PRIVATE WEALTH, LLC

Investors

DENNIS ROGER NOLTE
TODD JONATHAN FEINTUCH
JAMES RAY ZICK
Samuel Joseph Fragale
BETH ANNE STAPP
PETER H MATARAS
SYED RIZVI
Lisa Ann Grady-Strange
THEODORE SPENCER RICH
Jacob Lubner
MATTHEW KREISLER
PAUL MITCHELL TARINS
MARY KATHLEEN NEWHOUSE
MICHAEL JOHN GORDON
EDWARD HENRY JENNINGS
DAVID A GULACSY
JARED INCINELLI
PAIGE LAVERELL GOLL
CRYSTAL SIMMONS GARNER
Cameron Paul Crain
Landon Charles Bosworth
TIM ALAN BANKS
EDWARD EUGENE MCKEEVER
CHARLES ALLAN BOSWORTH
GORDON SCOTT JOHNSON
MARCIA LYNN RAIDLE
TARA ANNE PINCHAL
JOHN EDWARD GREENE
JAIME ANTONIO PLANELLS
RANDY EUGENE SMITH
SUMMER DORN
CARL VINCENT ERICKSON
RICHARD RUSSELL MATTHIAS
JUSTIN JAMES ELLSESSER
EDWARD BURGOS

Within 25 miles of Forest City, FL, Best Investors lists 293 registered investment advisory firms with 754 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,366 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 Forest 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 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