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Best financial advisors in Sun City Center, FL

Registered advisers within 25 miles of Sun City Center, FL.

Offices
1,026
Firms
393
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,434,783 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SIMPLICITY WEALTH
EDWARD JONES
GALVEZ FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL PARTNERS
TUCKER ASSET MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ARNELLE FILSAIME-JOHNSON
BRYAN KELLY LINGLE
Guillermo Cornejo
TERRENCE DUSHAN DUNCAN
JOHN STEWART FLETCHER
PETER SAYRE
PARRY JAMES WARD
Jeffrey Ryan Cerven
Rachel Nicole Kelly
Azul Fernando Galvez
CANDACE HEISS GREENE
JILL MARIE KELLY
JOHN MICHAEL PRICE
MARC JAY BESHANY
MICHAEL CONNORS PRICE
RICHARD JAMES RIOS
ROSLYN CARTER
GLENN KRCMARIC
James Paul Berndt
SCOTT GEORGE ALLISON
PETER JOSEPH FARINA
MICHAEL VINCENT MCCORMICK
ROBERT DANIEL HARTLAND
CHARLES JASON CONNER
DANIEL WILLIAM WALSH
JEAN PIERRE RULLIER
PAUL WILLIAM SPONSELLER
GLEN ARTHUR MCGAHA
Isaac J. Treesh
MEGAN CHERIE BOSTON WOOD
GARY GRANT MAHAN
Patrick Shaun Compston
Sebastien Risselin
Michael William Lucien Ball
JOEL E MARIUS
JONATHAN DAVID WILKINS
BRETT WILLIAM SHEPPARD

Within 25 miles of Sun City Center, FL, Best Investors lists 393 registered investment advisory firms with 1,026 offices nearby, managing about $18.7T in combined regulatory AUM across 3,434,783 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 Sun City Center

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM