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Best financial advisors in Ft Charlotte, FL

Registered advisers within 25 miles of Ft Charlotte, FL.

Offices
147
Firms
60
Combined AUM
$9.70T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,395,599 clients when Item 5C has a number
Avg / client
$6.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
GREAT VALLEY ADVISOR GROUP, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
COQUINA PRIVATE WEALTH ADVISORS
HUNTLEIGH ADVISORS, INC.
CENTAURUS FINANCIAL, INC.
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.

Investors

James Oliver Sproul
MELISSA RENEE CUNNINGHAM
BRIAN PLACKE
ROBERT MARINO PORTO
CHARLES JOSEPH CASH
JABIN WADE NILES
Jason Lee Cabral
Osmany Rojas
Gabriel Iglesias
Jamison Dale Edlin
Robert JS Smith
STEVEN JOSEPH MARKOVIC
Jean-Paul Ceballo
SAL STANZIONE JR
Christopher Padrick
Daniel Marcel Dalke-Dupey
Edward McKinney
Tyler James Amendola
Leah Ronnell van Welie
LAURA LOUISE AMENDOLA
JOSEPH PERCIVAL WILLIAMS
SHANNON CREE SAPP
Stephen Gerard Cook
James David Fendrick
Peter Donlevy
Steven R Muse
Jacob Cornell
RANDALL BRIAN FRANCIS
RUSSELL ANDREY SKIBICKI
KRISTIN ELIZABETH KEHL
GREGORY ORDMANDY
John Kirkwood
Brandon E Boone

Within 25 miles of Ft Charlotte, FL, Best Investors lists 60 registered investment advisory firms with 147 offices nearby, managing about $9.70T in combined regulatory AUM across 1,395,599 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 Ft Charlotte

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM