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Best financial advisors in Punta Gorda, FL

Registered advisers within 25 miles of Punta Gorda, FL.

Offices
206
Firms
85
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
1.58M
1,582,190 clients when Item 5C has a number
Avg / client
$8.32M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PROSPERA FINANCIAL SERVICES, INC.
EDWARD JONES
KOVACK ADVISORS, INC.
CWM ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

ERIC FRANKLIN CAPLINGER
JOSHUA MICHAEL HOWELL
Timothy Andrew Meyer
Catherine Poole
Tiffany Lynne Meyer
THADDEUS PAUL OBECNY
CHRISTOPHER MICHAEL HERNDON NEAL
SOMMER TENELLE O'NEIL
Jordan Rae Talbert
Tristan L Jacobi
HAROLD LYNN CARMEAN
JEFFREY LEON LEEDY
SUZANNE JANE KINGSBURY
Brittany C Ingman
Christina Simonyi
AMBER LEIGH WEAVER
Michael Thomas Sheppard
ROY BORREGO
Adrienne G Hiatt
CHRISTOPHER GEORGE DWYER
JENNIFER A WILSON
KENNETH E LAYTON
LOGAN TYLER DAVIS
Jan Ann Neptune
Rachel Ann Layton
Kerrolyn M. Noonan
Angela L Davis
CARLOS CANDALES
ROBERT WILLIAM DWYER
TIMOTHY CHRISTOPHER RAYNOR
JUDI MARIE ABER
JANET MOCK WILLINGHAM
Todd Priest
Ryan M. Reynolds
JOHN CARLOS COUTO
PABLO ESTEBAN ROCA
RYAN CHRISTOPHE RUPERT
ERIC CHARLES LOCHE
Kerri Lyn Duffey
SHANNA L MATE
FRANCIS SPYROS LEONTITSIS
Kristin Cardona
Nicholas Matthew Nemec
Glen Mark Payne
SHARRY HAWKINS
JONATAN DIAZ
OSCAR TAPIA
JASON JAMES NARDELLA
Adam Cummings
DOUGLAS ALLEN JOSLIN
ADRIENNE MOORE
Flor Estela Matteen
DEBRA ANN COOPER
James Lawrence Nicholson
MICHAEL WILLIAM LANDSBERG
MARSHALL RAY ROBINSON
KRISTEN HELEN ROBINSON
SAMUEL AVERT KIBURZ
JOHN COLMORE BEANE

Within 25 miles of Punta Gorda, FL, Best Investors lists 85 registered investment advisory firms with 206 offices nearby, managing about $13.2T in combined regulatory AUM across 1,582,190 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 Punta Gorda

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