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Best financial advisors in Leehigh Acres, FL

Registered advisers within 25 miles of Leehigh Acres, FL.

Offices
308
Firms
125
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,245 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CAPTRUST
FACET
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
Q3 ADVISORS, LLC
MWA FINANCIAL SERVICES INC.
SILVERLEAF VENTURE PARTNERS, LLC
SVP3 GP, LLC

Investors

LAURA LADD BRAUCH
Stephen Loyola Thomas
Cheryl Andrine Sylvester-James
AMANDA M SOLOWAY
CAMILO JOEL WONG
LARRY RYAN THOMAS
Timothy Tom Aumann
RICHARD LAWRENCE ELLIOTT
DAVID PAUL PACIOREK
SHELBY H PELTIER
Michele Lynne Losapio
Lucas Sopchak
AUSTIN BUDNACK
PERRY FRANK CURASCO
CHAD NICKOLAS LOSON
JONATHAN GEORGE BREIT
ANDREW DAVID LAFORCE
LUKE FRANCIS BRIGNOLA
CRAIG STOKER WHITE
SHENANDOAH MILLION
COLIN GUIMIN FENG
ROBERT PAUL KRUPP
THOMAS DANIEL POUND
Jonathon Joseph Skalmusky
Travis Clayton Ritter
JAMES F REDDINGTON
Hannah Marie Andersch
Isaac Aguirre
Nicholas Suarez
Diego Rodriguez
RYAN C BOYLE
JARRETT DOSS GLOSSON
Martin Peen
Caroline Bauer

Within 25 miles of Leehigh Acres, FL, Best Investors lists 125 registered investment advisory firms with 308 offices nearby, managing about $14.8T in combined regulatory AUM across 2,743,245 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 Leehigh Acres

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM