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Best financial advisors in Irvine, FL

Registered advisers within 25 miles of Irvine, FL.

Offices
133
Firms
65
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,635,902 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUESDELL WEALTH, INC.
COGENT PRIVATE WEALTH
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SB ADVISORY, LLC
CANOPY 360 WEALTH, LLC
EQUITABLE ADVISORS, LLC
OCALA CAPITAL, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Thomas Michael Spinelli
Luis Alejandro Vera
Christopher Robert Cahill
David Robert Nettles
Brandon White
Brody A Pierce
PAUL GRANT TRUESDELL
Daniel Quartararo
Gabriel UMANA
PHILIP JORDAN OLSTEIN
Kerry Haines
JONATHAN EDWARD GRABE
RUSSELL CLAY LINDSAY
TATYANA E. KOZLOVSKA
JAMIE GUMP LOSITO
HUNTER DITTY
LANCE MONTGOMERY POWERS
JOHN DAVID CERVELLERA
JORGE LUIS VAZQUEZ
MICHAEL CORBETT MILNE
JOHN MICHAEL MOODY
DAVID JEFFREY DICKS
RICHARD MICHAEL SANDY
HOWARD WALLACE GEORGE
BRENT WILLIAM DORMAN
PATRICIA A HALL
HOWARD WALLACE GEORGE
DIANA DAWSON
LISA MARIE GILL
PATRICIA ANNE CONRAD
JASON ANDREW CLARK
DENISE JOY ADAMS-MCCAULEY
ERIC ROGER WILLIAMS
Casey Lane DeLuca
Jerry Lawrence Furlong
WARREN JUDSON SCROGGIE
JOHN MICHAEL MEFFERT
Ross Edwin Davis

Within 25 miles of Irvine, FL, Best Investors lists 65 registered investment advisory firms with 133 offices nearby, managing about $12.2T in combined regulatory AUM across 2,635,902 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 Irvine

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