Best Investors Account Sign in

Best financial advisors in Osteen, FL

Registered advisers within 25 miles of Osteen, FL.

Offices
487
Firms
207
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,284,602 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRANSAMERICA FINANCIAL ADVISORS, LLC
QTR FAMILY WEALTH, LLC
RBC ROCHDALE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRITY ADVISORY SOLUTIONS
FINANCIAL LIFE DESIGNS LLC
VOYA FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CAPITOL SECURITIES MANAGEMENT, INC.
VIRTUE CAPITAL MANAGEMENT, LLC
SYMPHONY FINANCIAL TEAM

Investors

MICHAEL DAVID HALSEMA
CHASE Cameron SMITH
MICHELLE LYNN MEEKS
JAMES WILLIAM PETRUSKY
EVAN ALEXANDER FILLION
SHANNON BRI'ANNE HILL
JONATHAN ANDREW HALL
NICHOLAS D MITCHELL
JAYAR DEAN WILLIAMS
Hieu Phi Nguyen
MICHAEL LOUIS NAGY
Charles Whitlock Kunzelman
William Michael Freeman
Wesley David Hunter
Lisa Renee Malaspine
Chad Michael Hunter
John Christopher Murphy
BRIAN ARTHUR SALERNO
BRADLEY A SKIPPER
ELAYNA SYLVIA BARRISON
CINDY LOU MAYFIELD
JAMES ELLIOTT WEST
ALIREZA SHAHNAVAZ
BASSEM YUNES BERTIZLIAN
Jason Thornton
Tyler Paul Jones
AUDREY WEHR JONES
SCOTT ALLEN BLINCOE
JOSEPH LAURO
MATTHEW PATRICK MURPHY
LAWRENCE WILLIAM NORDMANN
Matthew William Reynolds
WILLIAM DANIEL BROOKS
TIFFANY FRANCES KING
JENNIFER MARY FERGUSON

Within 25 miles of Osteen, FL, Best Investors lists 207 registered investment advisory firms with 487 offices nearby, managing about $14.6T in combined regulatory AUM across 3,284,602 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 Osteen

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