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Best financial advisors in Orlando, FL

Registered advisers within 25 miles of Orlando, FL.

Offices
888
Firms
367
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,312,931 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LINCOLN INVESTMENT
CAPITAL ANALYSTS
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
YANDELL INVESTMENTS, LLC
BURGOS & BREIN WEALTH MANAGEMENT

Investors

Mason John Wohltman
TAIMI BEK
BRACHER H BROWN
Edward Hudson Rice
MARTIN SCOTT BROWN
Ashley Lauren Oglesby
George Stefanou
Kevin MacLean
Anmol Singh Multani-Kohal
THOMAS JEFFREY FAULKNER
DANIEL ANTHONY IOSUE
JEFFREY MATTHEW BANNON
DANIEL JAMES THILL
Daniel James Battillo
Erick Manuel Avila-Mejia
Gordon Ralph
BRUCE KERLEE BROUSSARD
RICHARD JOSEPH MACAK
JUSTIN G BAUKNIGHT
ANDERSON WREN
Laura Inez Williams
JOHN DJUNG HOFFMAN
ROBERT MISIO NEJMAN
CORY EDWARD KENT
GREGORY TAKASHI BRONER
Brian Benedetto Fucile
Johana Perez
Michael Broadus
CHRISTOPHER NEAL YANDELL
Jennifer Renee Inigo
Bruce Crandall Woodruff
ELIZABETH HALL
Anthony Wayne Johnson
Analee G Johnson
Jill Annette Birmingham

Within 25 miles of Orlando, FL, Best Investors lists 367 registered investment advisory firms with 888 offices nearby, managing about $15.8T in combined regulatory AUM across 3,312,931 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 Orlando

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