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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

PEAK CAPITAL MANAGEMENT
AURAPOINT CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DAVIES WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
SYNOVUS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
ANCHOR FINANCIAL SERVICES, CPA, PA
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
ROBERT HENRY WEALTH MANAGEMENT, LLC
INTEGRITT WEALTH MANAGEMENT, LLC
MOTIV8 INVESTMENTS LLC

Investors

DONALD MICHAEL BURLEIGH
Benjamin Joseph Graybow
ANDRE JAMES LAMBROS
DAVID FRANK GIUNTA
ANTHONY ROGER FELIX BORIEL
LEIGH COATES GIUNTA
ROBIN MARIE COBAS
ROBERT HARRY SPARKS
DONNA MAE CHILDRESS
Melanie Rivera
SHANNON M MURPHY
MARK ANDREW PALOMBI
NICOLE MOLINEUX
PAMELA CHILTON DALLAS
Amber Renee Stephan
STEPHEN PATRICK MCGOVERN
DANIEL W PLUMMER
DREW DINZIK
GORDON RICHARD NEARING
HALLI ANN BRADICE TSCHANNEN
JAMES JOSEPH MONTALTO
James H Sutcliffe
SUSAN LYNN SCHMIDT
BORIS NIKO
JENA BURROWS
CASEY R CASTOR
Jacob K Lowe
CHRISTIAN THOMAS CLINTON
Brendan C Connor
Austin C Drukker
BRENDT EDWARD BECKER
JEFFREY ROBERT CHRISTOPHER
THOMAS ROBERT DAVIES
JESSICA KRAMSER KING
Lacey Thompson-Krul
JASON MICHAEL PACE
David Hanson
JOHN W TAYLOR
STEVEN J RUSNAK
MICHAEL P HARTMAN
BRIAN Joel AKE
PETER WILLIAM WEILER
Ronald Steven Shultz
Anthony Justin Caputo
ROBERT HENRY LIPKA
MARC LEON RITTERSPORN
KATHERINE MARY STIENESSEN
CHRISTINA WORTH KEMPRECOS
MICHAEL GERALD TERRIO
STEPHEN GLYNN DYER
Andrey N Kolpakov
OWEN P TENNYSON
JANE ELIZABETH BOURETTE
Matthew James Neal
Marci Hodge

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