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Best financial advisors in Ojus, FL

Registered advisers within 25 miles of Ojus, FL.

Offices
1,615
Firms
857
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,649 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
HSBC SECURITIES (USA) INC.
CITIGROUP GLOBAL MARKETS INC.
J. SAFRA ASSET MANAGEMENT CORPORATION
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AVENTURA PRIVATE WEALTH, LLC
MAGEN WEALTH MANAGEMENT, LLC
HARBOR ITHAKA
B1 FINANCIAL
PRINCIPAL SECURITIES, INC.
MISSION WEALTH MANAGEMENT, LP
A.G.P. / ALLIANCE GLOBAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
APOLLON WEALTH MANAGEMENT, LLC
INGENIUS CAPITAL MANAGEMENT LLC
TEAM HEWINS, LLC
EDWARD JONES
ALIUS CAPITAL PARTNERS
CV ADVISORS LLC

Investors

ANTHONY TERMINELLO
JALMAR VEGA
RICARDO GADEA FLORES
DANIEL ALEXANDER RIEBER
MARIBEL Sanchez DEFAUWES
CLAUDIA MARCELA CORREA
PEDRO JOSE EID
Felipe Roca
Tomas Martin
ALFONSO MONTOYA
FRANKLIN JOSE RAMIREZ
MARBEL UGANDO
EMILIO WU
SANDRA MAHECHA
WILLIAM OSCAR RIVAS
Martin Galvez
DIEGO HENRIQUE SCHEURICH
Fernanda Bomfim Araujo
GRACIE B MAYA
ROBERT HARRY SPARKS
NEAL EVAN LESCHEL
JARED C SLANSKY
LLOYD M DAVIS
LISETTE GONZALEZ
DELROL PETERS
ANDREW DAVIS
DAVID HARRISON RASCOE
NICK ANTHONY MAZZURCO
ARNOLD T BUTKUS
ALAN WALTER CHAIS
DAVID ALAN KRONER
FREDRIC CHARLES GESTEN
ROBERT FRANK CAFARO
DOUGLAS LEE GOLDEN
BRUCE ALLEN DAVIS
CHARLES WASERSTEIN
BRIAN IRVING STONE
JAMES R MANIS
EUGENE SHKOLNIKOV
MORRIS ESQUENAZI
Maksym Konovalov
ROY ESH
Natan Btesh
DAYANA VELASCO
Shmuel ISAAC Maya
ANDREA JOSE BRUNO
PATRICK SIMON
NEER D HODOROV
Javier Bartolome Minana
CARLOS ALBERTO MACHADO
SOFIA A FERNANDEZ MORELL
JON PAUL ESPINOZA
STUART LAWRENCE BRISGEL
Michael Koziashvily
GIANFRANCO RASTELLI
JEROLD ATTENTO
Daniel Yshai Friedman
SIDDHARTH DHAWAN
VISHAL KISHOR CHOTAI
CLAUDIA ARANIBAR
Henry Silva
PHILIP HERZBERG
Simon Jonathan Dahan
Adriana Botero Bobulsky
MATTHEW JORDAN STORM
Ian Lucas Evans

Within 25 miles of Ojus, FL, Best Investors lists 857 registered investment advisory firms with 1,615 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,649 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 Ojus

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM