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Best financial advisors in PONTE VERDA, FL

Registered advisers within 25 miles of PONTE VERDA, FL.

Offices
7
Firms
7
Combined AUM
$945B
Firm-wide filings, not assets booked only here
Clients
210K
209,746 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

ARKADIOS WEALTH ADVISORS
BLUE HORIZON EQUITY, INC.
INTELLICAPITAL ADVISORS LLC
KCD FINANCIAL, INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
REDHAWK WEALTH ADVISORS, INC.

Investors

Stanton Price Wheeler
TRICIA LILLER
Robert Joseph Fremont
Edward Devon Spaulding
BENJAMIN ADAM WHITACRE
JOSEPH P CELIBERTI
Allen Bronton

Within 25 miles of PONTE VERDA, FL, Best Investors lists 7 registered investment advisory firms with 7 offices nearby, managing about $945B in combined regulatory AUM across 209,746 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 PONTE VERDA

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 3 ARKADIOS WEALTH ADVISORS 222 advisers $8.79B AUM 4 REDHAWK WEALTH ADVISORS, INC. 68 clients · 46 advisers $1.46B AUM 5 KCD FINANCIAL, INC. 75 clients · 42 advisers $202M AUM 6 INTELLICAPITAL ADVISORS LLC 3 clients · 2 advisers $116M AUM