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Best financial advisors in Indn Riv Shrs, FL

Registered advisers within 25 miles of Indn Riv Shrs, FL.

Offices
86
Firms
50
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,476,758 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
HERNDON WEALTH SERVICES INC
SECURE ASSET MANAGEMENT, L.L.C.
EDWARD JONES
OSAIC WEALTH, INC.
TD PRIVATE CLIENT WEALTH LLC
ADVISORY SERVICES NETWORK
VIRTUE CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC

Investors

MICHAEL RICHARD KANNER
Daniel Trevor Ingraldi
Emily Kurczyk
LORI JANE WOLFE LAZORIK
Garrett Alexander Kent
Caroline E Salvator
Mikael Daniel Montalvo Ruiz
RONALD EVAN JAEGER
Samuel LaFevers
ERIC PHILIP STORBERG
AMANDA JEAN DARRESS
MICHAEL THOMAS WILLIAMS
SCOTT THOMAS MOSHER
ANTHONY ZAHIRE TULSIRAM
BIRAN CLIFFORD HERNDON
Richard A Yemm
Thomas Patrick Kiernan
MARC PRENTICE TOMBERG
Dwight Brian Holmes
JOSHUA DOZE CANEVARI
JOHN ROSS CROOKS
David Edward Cherry
Kenneth Lee Wathen
ANNE LYNDSAY VLIEGENTHART
James Lloyd Hart
KRYSTA NYCOLE WRIGHT
EDWARD CHARLES BAMBERG
Nicholas Lance Bruce
Dean Edward Statler
DANIEL PAUL MACE
ARGIE FOCCO
ALISON JANE BOWES
KERRY JEAN KIMMEL-GEIGER

Within 25 miles of Indn Riv Shrs, FL, Best Investors lists 50 registered investment advisory firms with 86 offices nearby, managing about $11.7T in combined regulatory AUM across 2,476,758 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 Indn Riv Shrs

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