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Best financial advisors in Indiantown, FL

Registered advisers within 25 miles of Indiantown, FL.

Offices
145
Firms
72
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,755,577 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AEGIS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
SELECTED OBJECTIVES LLC
PARK AVENUE SECURITIES LLC
PASQUA WEALTH SOLUTIONS
LPL ENTERPRISE, LLC
PNC WEALTH MANAGEMENT LLC
PRIVATE CLIENT ADVISOR GROUP, LLC

Investors

Michael Caracciolo
MARK ROLNICK
KRISTINA MARIE GARRISON
Benjamin Darwin Lynch
ALFRED RICHARD SORICELLI
Angel Berlanga Rodriguez
Brandon Santillo
Alejandro Vallejo
JEFFREY ALEX BANACK
DAVID JEFFREY BANACK
KIMBERLY GAIL PAYNE
Somphavanh Inthisane-Lovanh
Laura Beth Hutter
Hunter Sheehan
MARIA GABRIELLA OROZCO
Omar Peguero Hernandez
John Anthony Williams
Keith J Gilmour
PETER C BISULCA
Joseph Robert Roddy
ROBERT JOSEPH METZ
Joseph Fuschillo
MICHAEL EFFRON
MARIANELLA CAMPAGNA
Ernesto R Mendoza
Bryce Robert Buchanan
CURTIS S GILBERT
WILLIAM JOHN MONISERA
Russell L Rykse
LAWRENCE TRENDELL
MARK EDWARD STRATTON
BRENNEN SEAN NEWTON
BRYAN SCOTT NEWTON
Dirk Eugene Palmer
DAVID WILLIAM BUSH

Within 25 miles of Indiantown, FL, Best Investors lists 72 registered investment advisory firms with 145 offices nearby, managing about $11.5T in combined regulatory AUM across 1,755,577 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 Indiantown

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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