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Best financial advisors in Poinciana, FL

Registered advisers within 25 miles of Poinciana, FL.

Offices
239
Firms
96
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,809,139 clients when Item 5C has a number
Avg / client
$3.85M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
LEVEL FOUR ADVISORY SERVICES
FIFTH THIRD SECURITIES, INC.
FREEDOM FINANCIAL MANAGEMENT, INC

Investors

FABIO GARCIA
EMMANUEL SANTIAGO PEREZ
Sandra Ramos
Devin Luis Crimzon
Kenton Scott
Kerry Lee Scott
JOSE LUIS CERDA
Yee Ling Lee-Spears
KUAISHENG ZHAO
DAIRO JOSE LOPEZ PAYARES
Annaliese Catherine Grissom
Edward Cleveland Grissom
DANIELLE GUZMAN
JANICE ADELAIDE RATHMAN
Ramon Jorge
MICHELLE CORREA
Rodrigo Moises Torres Pinto
MOHAMAD ALHALWANI
YAJAIRA RODRIGUEZ
PAULA ALMEIDA COELHO
William Portage Schwemlein
JOSHUA WAYNE WYATT
Kristina Marie Dhountal
LESLIE EDWARD GARRETT
Gilberto Hurtado Parra
DAVID RICARDO RODRIGUEZ LOZADA
ROLLAND BASANT
Kevin J Dunleavy
Ariel Dominguez

Within 25 miles of Poinciana, FL, Best Investors lists 96 registered investment advisory firms with 239 offices nearby, managing about $10.8T in combined regulatory AUM across 2,809,139 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 Poinciana

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM