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Best financial advisors in Orange City, FL

Registered advisers within 25 miles of Orange City, FL.

Offices
498
Firms
200
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,284,677 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

LEFILS WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
EAGLE STRATEGIES LLC
HANSON FINANCIAL GROUP
MORGAN STANLEY
ROBERTSON ADVISORY, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Bernard Joseph LeFils
Ana Maria Arango
SEBASTIAN ANTONIO GALARCE
Bradford J Tallman
Jeremy H Adams
Richard Brian Coloni
Deborah Sue Hawksworth
SHAWN ANTHONY WALTON
JAMES ALAN RAYNOR
Ian Markowitz
ERIKA EVANS TEXTER
LEYTON EVANS
MICHAEL THOMAS EVANS
CREIG DESMOND JARDINE
SHARON KAY COMBS
Jeffery Lynn Ritchey
Devon Joseph Bennion
Evin Lynch
MATHEW AARON JEMISON
SIDNEY HOWARD TAYLOR
JEFFREY Mark SOCHAR
KRISTY LEE SAUNDERS
Mia N Young
James Richard Huster
DAVID MICHAEL WELSH
TIMOTHY PEDER HAUGAARD
Amanda Wyant Agnew
LOUIS THOMAS ROBERTSON
Donna Jean Boyd Flood
Sherry Ann Madl
Sean Michael Tamm
Kaylie Manecke
LORI ANN ENDICOTT
Wren Marie Jones
Margaret A Bentkowski

Within 25 miles of Orange City, FL, Best Investors lists 200 registered investment advisory firms with 498 offices nearby, managing about $14.6T in combined regulatory AUM across 3,284,677 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 Orange City

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