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Best financial advisors in Orchid, FL

Registered advisers within 25 miles of Orchid, FL.

Offices
87
Firms
51
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,477,085 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORANGIE MANAGEMENT LLC
STRATEGIC ADVISERS LLC
SPIREPOINT PRIVATE CLIENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NAPLES GLOBAL ADVISORS
ARMOUR CAPITAL MANAGEMENT LP
TRUVESTMENTS CAPITAL LLC
ADVISORY ALPHA, LLC
EDWARD JONES
GALLATIN & COMPANY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CARDEA CAPITAL ADVISORS, LLC
ONESOURCE WEALTH ADVISORS
FORMIDABLE ASSET MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

MELISSA KIMBERLY JAMES
Peter Anderson
MICHAEL DAVID KEENAN
RONNIE JAMES MARCEAUX
Kim M Orsi
SUSAN A ZIMMERMAN
James Andrew Beindorf
TRENT H LEYDA
COURTENAY J SATTERWHITE
HAKYUNG KAY CAMPIONE
ROBERT C SCARBOROUGH
CARRIE ORCUTT BOCK
DOUGLAS EMIL BRYAN
JOHN PATRICK RICE
JOHN DOUGLAS ORCUTT
DEIDRE JEAN CLAYTON
Samuel LaFevers
George William Bryan
ROBERT GEORGE HAGSTROM
AARON MARTIN
SEAN SPEER
JUDITH PEACE
SUE TOMPKINS
ALEXANDER STEVEN BATT
DAVID WARD GRIFFIS
ANDREW BOYD HARTLINE
Henry Joseph Venker
JAMES CHRISTOPHER DAVIS
KEVIN JAY MCENERNEY
DANNY CORY HOWES
Andrew M Streeter
JODEE LEE LILLIE
RUSSELL WILLIAMS TWISS
Todd M Winter
Ethan Wood
CHARLES BRYAN WOOD
RICHARD KENNETH ROSCELLI
KENDALL SAVAGE BORCHARDT
ROXANNA MARIE GUINAN
Kevin Ross
PATRICK ALLAN THOMAS
CONSTANTINE GEORGE BURLOS
BLAKE MORAN CAMPBELL
WILLIAM EDWARD ROMANS
MICHAEL PAUL MASSEY
CLIFFORD LEWIS FAINTYCH

Within 25 miles of Orchid, FL, Best Investors lists 51 registered investment advisory firms with 87 offices nearby, managing about $11.8T in combined regulatory AUM across 2,477,085 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 Orchid

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