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Best financial advisors in Matlacha Isles, FL

Registered advisers within 25 miles of Matlacha Isles, FL.

Offices
292
Firms
116
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,347 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
ARCHER INVESTMENT CORPORATION
SYNOVUS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JAMES TIMOTHY HALTIGAN
PAUL WAGNER
Austen Routte
Christopher Jay Twining
Stephanie Elaine Negip
CHRISTINE LYNNE McIntyre
Richard J Dempsey
JHULER VILLEGAS
Jonathan Rodriguez
SALVATORE PRISCO
MICHAEL WAYNE MCFARLAND
John Thomas Evans
JAIRO SOTOMAYOR
SCOTT FLINN
ZACHARY PAUL FRAZIER
WILLIAM ARTHUR KING
BRIAN DONALD SAULS
STEVEN FRIED
Tina Marie Richards
Sam V Mazzotti
VICTOR JAMES MAZZELLA
JAMES M. WESOLOWSKI
Colette Cox
TONYA KROPOFF SEXTON
MIGUEL ALEJANDRO ALVAREZ
PETER JUDE ARDOLINO

Within 25 miles of Matlacha Isles, FL, Best Investors lists 116 registered investment advisory firms with 292 offices nearby, managing about $14.8T in combined regulatory AUM across 2,743,347 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 Matlacha Isles

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