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Best financial advisors in Oviedo, FL

Registered advisers within 25 miles of Oviedo, FL.

Offices
704
Firms
290
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,288,803 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REGAL INVESTMENT ADVISORS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
KOVACK ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RARIDEN INVESTMENT ADVISORS, LLC
EQUITABLE ADVISORS, LLC

Investors

Raisa Cathleen MacLeod
Alejandro Seferino Richardson
Fiona Alfred
Michele Butera Rivera
Veronica Woodard
Hunter Kenneth Reddick
DAVID J BLOUNT
Rohan Rashid
Jason A. Rosado
Robert Stafford
Patricia Ellen Del Bene
Kevin Michael Rosen
STEVEN ADAM NEWMAN
CHRISTOPHER WILLIAM CAMPOS
CRAIG ADAM COOPERSMITH
Bruce Edward Kavenagh
Geoffrey Joseph Del Bene
Sheri Michelle Conerly-Davis
SCOTT REYNOLDS NICKERSON
BRANDON JEFFREY WATERS
JOSE A TAGLE
ALAN BRIAN ZINKIN
Charles Robert Allen
WILLIAM EDWIN LAGRANGE
Marc Christian Abraham
CARLOS TRAVIESO
Jack Grace
Shantel C Robinson
Denise Anne Crawford
CHRIS ALAN ROBERTS
GEORGE MANTON RARIDEN
Alexandre Maltez
Nelson Fernandez
Esteban R Rondon

Within 25 miles of Oviedo, FL, Best Investors lists 290 registered investment advisory firms with 704 offices nearby, managing about $15.3T in combined regulatory AUM across 3,288,803 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 Oviedo

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