Best Investors Account Sign in

Best financial advisors in Montverde, FL

Registered advisers within 25 miles of Montverde, FL.

Offices
698
Firms
283
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,257,260 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
FINANCIAL MANAGEMENT NETWORK INC
J.P. MORGAN SECURITIES LLC
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
MCDONOUGH CAPITAL MANAGEMENT, INC.
EMINENCE WEALTH MANAGEMENT INC.

Investors

DARYL DUDLEY JONES
KENNETH WAYNE PATTON
Christopher Ryan Strickland
Francesco Bonacia
Dennis Grieco
DAVID WILLIAM SOSA
Michael Andrew Smith
Joshua Neuville
CORTNEY NICOLE TIDWELL
WINDEL I TAYLOR
HEATHER CREWS BAKER
DAVID KWAME MOYSTON
Kenneth Bates
David Michael Severson
MATTHEW SCOTT MERWIN
Ashley Broc Rosser
Marco Lopez
GREGORY MORRIS BEARDSLEE
ERIC JAMES HOEBBEL
MATTHEW BERNARD HAUSHALTER
Juan Saavedra Marin
THANH-CAM THI NGUYEN
EDWARD ALOYSIUS MCDONOUGH
Shannon Ashley McDonough
Nicholas James Gorry
Kiel Allison Lewis
Chance Josef Robinson
Avilio Alejandro Sutherland Navea
NICHOLAS JAMES RUSSELL
Travis Daniel Keller
DAVID ISAIAH STRUNC
Brady Alan Keller
PAUL JOSEPH PISCITELLI
JANET ROSE BURKE
ROCCO FRANK ENGLISH
Kevin McNair
Caleb Chapman
Brian Cary Russell
Isabel Linda Dueri
JEREMY ARTHUR HANDLEY
Kristi Glover

Within 25 miles of Montverde, FL, Best Investors lists 283 registered investment advisory firms with 698 offices nearby, managing about $15.1T in combined regulatory AUM across 3,257,260 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 Montverde

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