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Best financial advisors in Port Charlotte, FL

Registered advisers within 25 miles of Port Charlotte, FL.

Offices
164
Firms
72
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.62M
1,615,188 clients when Item 5C has a number
Avg / client
$7.04M
Combined AUM ÷ clients

Nearby offices

Firms

IDEAL RETIREMENT SOLUTIONS
IFG ADVISORY, LLC
RAYMOND JAMES & ASSOCIATES, INC.
COQUINA PRIVATE WEALTH ADVISORS
HUNTLEIGH ADVISORS, INC.
EDWARD JONES
CENTAURUS FINANCIAL, INC.
PFS INVESTMENTS INC.
AMERIGO ASSET MANAGEMENT CORPORATION
THRIVENT INVESTMENT MANAGEMENT INC.
GREAT VALLEY ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Corey J Cyr
JEFFREY JOZSEF TAMAS
Christian Sahlmann
Scott John Long
JEFFREY JOHN FERO
REBEKAH JO FERO
RANDALL BRIAN FRANCIS
RUSSELL ANDREY SKIBICKI
KRISTIN ELIZABETH KEHL
GREGORY ORDMANDY
Tyler James Amendola
Leah Ronnell van Welie
LAURA LOUISE AMENDOLA
JOSEPH PERCIVAL WILLIAMS
SHANNON CREE SAPP
Stephen Gerard Cook
James David Fendrick
Peter Donlevy
Steven R Muse
Jacob Cornell
DAWNE DENISE POLSINELLI
CHRISTOPHER CHURCH
TRENT TREMAYNE HUGHES
STEVEN LYNN BURKS
Robert JS Smith
STEVEN JOSEPH MARKOVIC
Jean-Paul Ceballo
SAL STANZIONE JR
Christopher Padrick
ROBERT ALLEN DUNCAN
Osmany Rojas
Gabriel Iglesias
JABIN WADE NILES
Jason Lee Cabral
Christopher Fernandez
CHRISTINA MCLAUGHLIN
Jonathan Conrad Ferro
STEPHANIE BENARDO DESEAR
JOANNE GIBSON JOHNSON
ISOLDY GUZMAN
JEFFREY WAYNE ASKINS
JULIO ENRIQUE ROQUE
REAGAN CARUSO
Jamison Dale Edlin
ROBERT FRANCIS CERRITELLI

Within 25 miles of Port Charlotte, FL, Best Investors lists 72 registered investment advisory firms with 164 offices nearby, managing about $11.4T in combined regulatory AUM across 1,615,188 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 Port Charlotte

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 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