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Best financial advisors in OLDMAR, FL

Registered advisers within 25 miles of OLDMAR, FL.

Offices
1
Firms
1
Combined AUM
$154M
Firm-wide filings, not assets booked only here
Clients
764
764 clients when Item 5C has a number
Avg / client
$201.6K
Combined AUM ÷ clients

Nearby offices

Firms

MAGGI INVESTMENT SERVICES, LLC

Investors

SAMUEL KUST
CHRISTOPHER ROBERT MAGGI

Within 25 miles of OLDMAR, FL, Best Investors lists 1 registered investment advisory firm with 1 office nearby, managing about $154M in combined regulatory AUM across 764 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 OLDMAR

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MAGGI INVESTMENT SERVICES, LLC 764 clients · 3 advisers $154M AUM