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Best financial advisors in New Prt Rchy, FL

Registered advisers within 25 miles of New Prt Rchy, FL.

Offices
683
Firms
216
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,291,210 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CSENGE ADVISORY GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ORCA WEALTH MANAGEMENT, LLC
SPC
INDEPENDENT FINANCIAL GROUP, LLC
1ST FINANCIAL LLC
COMMONCENTS WEALTH ADVISORS, LLC
GRADIENT INVESTMENTS, LLC
OSAIC WEALTH, INC.

Investors

Jewmanna Mehasen
MICHAEL PRESTON CHAMBERS
LEONARDO IRIZARRI
Katrina Naples
Nicholas Anthony Bogdan
NICHOLAS ALEXANDER MANNS
MICHAEL JOSEPH COX
JOSHUA AARON GREEN
CRYSTAL KITCHENS
PATRICIA LEE TIPPIN
LAWRENCE CARL SCHALLES
Desiree Kennedy
Aleksandr Kuzmin
RUDOLF LUCIAN MOLNAR
SHANNON LEE SIPES
STEFANIE FRANCES PONTLITZ
DEREK PONTLITZ
DAVID ALLEN EVANS
NICHOLAS THAD SCHAAF
KENNETH DONALD OUELLETTE
ALISON MARIE JANKE
BARRY L MOSS
JAMES MICHAEL NOTO
LEO CHARLES WAGNER
MICHAEL PATRICK PAUTAUROS
CHERYL LYNN MCCARTHY
JESSICA ELIZABETH STROH
Patrick Ryan McDermott
Ronald James May

Within 25 miles of New Prt Rchy, FL, Best Investors lists 216 registered investment advisory firms with 683 offices nearby, managing about $14.2T in combined regulatory AUM across 3,291,210 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 New Prt Rchy

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