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Best financial advisors in North Port, FL

Registered advisers within 25 miles of North Port, FL.

Offices
219
Firms
95
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,607,893 clients when Item 5C has a number
Avg / client
$7.28M
Combined AUM ÷ clients

Nearby offices

Firms

SCP MANAGERS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
SYNOVUS SECURITIES, INC.
PFS INVESTMENTS INC.
IDEAL RETIREMENT SOLUTIONS
IFG ADVISORY, LLC
COQUINA PRIVATE WEALTH ADVISORS
HUNTLEIGH ADVISORS, INC.
CENTAURUS FINANCIAL, INC.
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Kristie Elizabeth Robert Marshall
Linda L Coules
Kristin Cardona
Jeimy L Rodriguez
John Kirkwood
DANIEL Richard KOWALCZYK
Robert Patrick Nelson
ROBERT FRANCIS CERRITELLI
Christopher Fernandez
CHRISTINA MCLAUGHLIN
Jonathan Conrad Ferro
STEPHANIE BENARDO DESEAR
JOANNE GIBSON JOHNSON
ISOLDY GUZMAN
JEFFREY WAYNE ASKINS
JULIO ENRIQUE ROQUE
REAGAN CARUSO
DAWNE DENISE POLSINELLI
CHRISTOPHER CHURCH
Edward McKinney
Corey J Cyr
JEFFREY JOZSEF TAMAS
Christian Sahlmann
Scott John Long
JEFFREY JOHN FERO
REBEKAH JO FERO
Tyler James Amendola
Leah Ronnell van Welie
LAURA LOUISE AMENDOLA
JOSEPH PERCIVAL WILLIAMS
SHANNON CREE SAPP
Stephen Gerard Cook
James David Fendrick
Peter Donlevy
Steven R Muse
Jacob Cornell
RANDALL BRIAN FRANCIS
RUSSELL ANDREY SKIBICKI
KRISTIN ELIZABETH KEHL
GREGORY ORDMANDY
Jamison Dale Edlin
Robert JS Smith

Within 25 miles of North Port, FL, Best Investors lists 95 registered investment advisory firms with 219 offices nearby, managing about $11.7T in combined regulatory AUM across 1,607,893 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 North Port

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM