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Best financial advisors in Port Orange, FL

Registered advisers within 25 miles of Port Orange, FL.

Offices
159
Firms
65
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,645,326 clients when Item 5C has a number
Avg / client
$3.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
THE STRATEGIC FINANCIAL ALLIANCE, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INDEPENDENT FINANCIAL PARTNERS
SIGNAL ADVISORS WEALTH, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NEWEDGE ADVISORS

Investors

Tyler Ryan Chestney
Brian L. Peterson
James J. Tully
Kelsie Saskill
CASEY HARVIN CLARK
Thomas Joseph Ventura
Timothy Kuzma
THOMAS EDWARD KEALY
PAUL DAVID STELTER
Brent Bruce Jamison
FRANKLIN TRAVIS REYNOLDS
JEFFERY MICHAEL HOFFER
Bryan Timothy Tudeen
CHASE Cameron SMITH
Steven L Rich
Alan Richard Sollis
John Marshall Delavan
STANLEY OBRYANT HARRISON
NICHOLAS D MITCHELL
MICHAEL DAVID HALSEMA
JONATHAN ANDREW HALL
WILLIAM BRADLEY HARRISON
AMANDA KIM BLOCKSOM
Jonas Alexander Roddenberry

Within 25 miles of Port Orange, FL, Best Investors lists 65 registered investment advisory firms with 159 offices nearby, managing about $10.0T in combined regulatory AUM across 2,645,326 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 Orange

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM