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Best financial advisors in Redland, FL

Registered advisers within 25 miles of Redland, FL.

Offices
442
Firms
254
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,040,526 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
PFS INVESTMENTS INC.
JESSURUM CAPITAL
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
FIRST GROWTH CAPITAL LLC
ISGAM US LLC
HIGHRISE WEALTH MANAGEMENT
PORTFOLIO MEDICS, LLC

Investors

LUIS DEMETRIO PETERS
VICTOR JAMES FURNISS
RICHARD GORDON KING
FARES BENDECK
Vanessa Alejandra Ceravolo
DELFIN BLANCO
MAIRELYS SALAZAR
KEVIN D QUESADA
ASHTON D MEDINA
Miguel Rodriguez
DANIEL MACHADO
SERGIO FERNANDEZ
DAN MICHAEL BONSANTI
GLENN JOSEPH HALL
Natalia Sanchez
Kevin Enrique Jessurum
RUBEN JAVIER FREZZOTTI
NATALIA LORENA PARIS
PIERRE RIEUMONT
FIORELLA INURRITEGUI
DAVID IRVING REIDY
Frank Robert van Lerven
RALPH EVERETTE LEMON
Daniel Alejandro Del Rio
Richard Perez

Within 25 miles of Redland, FL, Best Investors lists 254 registered investment advisory firms with 442 offices nearby, managing about $13.3T in combined regulatory AUM across 3,040,526 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 Redland

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