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Best financial advisors in Rotonda West, FL

Registered advisers within 25 miles of Rotonda West, FL.

Offices
155
Firms
65
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.66M
1,656,599 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MOORS & CABOT, INC.
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
AE WEALTH MANAGEMENT, LLC
SCHORN WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIGO ASSET MANAGEMENT CORPORATION
CETERA INVESTMENT ADVISERS LLC
SOMERSET GROUP LLC
DOUGLAS C. LANE & ASSOCIATES
PFS INVESTMENTS INC.
IDEAL RETIREMENT SOLUTIONS

Investors

Peter Samuel Rouzzo
Cole Kendrick
KEITH BAIER
CHRISTOPHER JOHN JUALL
TODD ALAN MAUERMAN
Amanda Rachelle Castellano
William Brent Forlow
RYAN ROBERT STEVENSON
GORAN KOCISKI
DAWNNA DARLENE WILSON
JO ANNE C MARINO
THOMAS JOHN HINCK
JAMES L HINCK
JOHN WILHELM HINCK
Davis Masella
Michael Edward Ernsting
RONALD JAMES ANNO
FRANKLIN ARTHUR BANFER
Thomas Schorn
Valerie Teresa Wagner
RYAN JEFFERY GUTTRIDGE
RONALD ADEN SMITH
Gary Hirschy
BRYAN C DOMIAN
Jared Bailey
John Richard Knott
TRENT TREMAYNE HUGHES
STEVEN LYNN BURKS
ROBERT ALLEN DUNCAN
JULIE RENEE TOELLE
DOUGLAS CALDER LANE
ROBERT DAVID LANE
DAWNE DENISE POLSINELLI
CHRISTOPHER CHURCH
Corey J Cyr
JEFFREY JOZSEF TAMAS
Christian Sahlmann
Scott John Long

Within 25 miles of Rotonda West, FL, Best Investors lists 65 registered investment advisory firms with 155 offices nearby, managing about $10.1T in combined regulatory AUM across 1,656,599 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 Rotonda West

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