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Best financial advisors in Immokalee, FL

Registered advisers within 25 miles of Immokalee, FL.

Offices
10
Firms
10
Combined AUM
$4.93T
Firm-wide filings, not assets booked only here
Clients
668K
667,533 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

LAGRANGIAN CAPITAL LLC
CAMBIER CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
THE PINNACLE FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Brett R. Best
Alex Orillac
FABIAN GIL
ERIC NEUWIRTH
Mariam Ibrahim
MICHAEL JOSEPH BEDA
THERESA M SCHMITT
EDGAR JUAREZ
KELLY OSORIO
ALEXONDRA NICOLE BROUWER
Matthew P Lang
Matthew M Hembling
Michael Anthony Kusky
CHRISTOPHER JOSEPH BUCCHERI

Within 25 miles of Immokalee, FL, Best Investors lists 10 registered investment advisory firms with 10 offices nearby, managing about $4.93T in combined regulatory AUM across 667,533 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 Immokalee

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 8 THE PINNACLE FINANCIAL GROUP 42 advisers $1.38B AUM