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Best financial advisors in Sanford, FL

Registered advisers within 25 miles of Sanford, FL.

Offices
702
Firms
287
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,116 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BNY MELLON SECURITIES CORPORATION
TRUIST ADVISORY SERVICES, INC.
FINANCIAL LIFE DESIGNS LLC
VOYA FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CAPITOL SECURITIES MANAGEMENT, INC.
VIRTUE CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRITY ADVISORY SOLUTIONS
SYMPHONY FINANCIAL TEAM
MML INVESTORS SERVICES, LLC

Investors

Debbie Van Gaale
SEBASTIAN ANTONIO GALARCE
Leigh Ann Lyon
Julian Reed Cook
Elaine A Daniels
Frederick Steven Craig
Calin Hartshorn
AMIT PATEL
Nicholas Michael Volence
Neetu Behl
Madison Jane Hill
RISHABH SHUKLA
MICHELLE LYNN MEEKS
JAMES WILLIAM PETRUSKY
EVAN ALEXANDER FILLION
SHANNON BRI'ANNE HILL
Tyler Paul Jones
AUDREY WEHR JONES
SCOTT ALLEN BLINCOE
JOSEPH LAURO
MATTHEW PATRICK MURPHY
LAWRENCE WILLIAM NORDMANN
Matthew William Reynolds
WILLIAM DANIEL BROOKS
CHRISTOPHER LEWIS SKEES
JAMES ELLIOTT WEST
ALIREZA SHAHNAVAZ
BASSEM YUNES BERTIZLIAN
Jason Thornton
TIFFANY FRANCES KING
JENNIFER MARY FERGUSON
JACK REYNOLDS EDWARDS

Within 25 miles of Sanford, FL, Best Investors lists 287 registered investment advisory firms with 702 offices nearby, managing about $15.2T in combined regulatory AUM across 3,289,116 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 Sanford

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