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Best financial advisors in Minneola, FL

Registered advisers within 25 miles of Minneola, FL.

Offices
706
Firms
284
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,255,862 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ESTEE ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JB MERIDIAN ADVISORS, LLC
LEVEL FOUR ADVISORY SERVICES
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BALLARD WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
BLUE JASPER CAPITAL LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

James Robert Moulton
Sandra Esther Burgess
Timothy Eric Smith
Yousuf Ghalayini
Anton Francis Lohn
SANDEEP TYAGI
Joshua Tyler Wintersdorf
JACK ALEXANDER KENNEDY
PETER VINCENT GIACONA
SCOTT FREDERICK KEIBER
Daniela Isbet Martinez Lara
Kalli Diane Le Jeune
DONALD ANTHONY ACOSTA
Jarrod Robert Shoemaker
Francine Sherry Stessel
JOHN JOSEPH LOMBA
CHRISTOPHER EARL BALLARD
BRETT CANARELLI
BENNETT NICHOLAS SPARTZ
Christopher Paul Boylan
Colin Stephen Myers
Grayson Price Bishop
TODD MICHAEL HECKMAN
Charlot Alexandre
John Carter Copeland
Camden Scott Vinton
HEATHER LYN THIES
David Gonzalez
NEVILLE ERIC MELVIN
Michael Roger Schafer
JAMES GARRY BERTRAND
Jad Rurambo
Robert Bruce Young

Within 25 miles of Minneola, FL, Best Investors lists 284 registered investment advisory firms with 706 offices nearby, managing about $14.9T in combined regulatory AUM across 3,255,862 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 Minneola

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