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Best financial advisors in Longwood, FL

Registered advisers within 25 miles of Longwood, FL.

Offices
769
Firms
302
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,290,371 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ROYAL PALM INVESTMENT ADVISORS, INC
LONGVIEW, INC.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CERTIFIED ADVISORY CORP
HIGHLAND CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CYNDEO WEALTH PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
KOVACK ADVISORS, INC.

Investors

PATRICIA SPROTT AHRENDT
ANDREW MICHAEL VARGO
JANET CATHERINE STEIMEL
SYLVIA CHRISTINE PRESLEY
CECILIA ANN MCCLURE
RUSSELL COLEMAN COLBERT
WILLIAM DAVID HYLTON
Sammy Joe Wells
Kok Leng Tiew
DAVID JUSTIN MELNYK
RICHARD JOSEPH FERRER
Delbert Wynn Smith
RODNEY LEE OWNBY
Dillon Little
HARRY STADELMAYER
GARY STEPHEN ABELY
TODD JEFFREY TOCCO
JUSTIN RILEY SPITLER
AARON JOSEPH BERT
Jessica Leigh Hall
CHRISTOPHER HOWARD TOADVINE
ADAM CHARLES JONES
Grant Marshall Kennedy
JOSEPH FRANK BERT
NANCY ILENE HECHT
Deivanayak T Balakrishnan
VICKI DENISE KOVACH
RUPERT CHARLES CURRY
STEVEN MICHAEL STACK
PATRICIA ANN ADAMS
JOHN GREGORY YUZZOLIN
ANTHONY ROBERT VITAGLIANO
CHRISTOPHER SCOTT STEEL
AMAN ANEJA
LEONARD PERILLO
VICTORIA CRISSY MILLER
SHAWN PATRICK JILES
Glenn Scott Rodriguez
JOHN AJWANI
ROY EDWARD KELSEY
Douglas Maniscalco

Within 25 miles of Longwood, FL, Best Investors lists 302 registered investment advisory firms with 769 offices nearby, managing about $15.2T in combined regulatory AUM across 3,290,371 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 Longwood

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