Best Investors Account Sign in

Best financial advisors in Sweetwater, FL

Registered advisers within 25 miles of Sweetwater, FL.

Offices
1,306
Firms
765
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,228,488 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

DHODY INVESTMENT GROUP
STIFEL, NICOLAUS & COMPANY, INCORPORATED
J.P. MORGAN SECURITIES LLC
LONGMAN WEALTHCARE MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DASH INVESTMENTS
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
VECTOR TECHNOLOGIES, LLC
CAPTRUST
DINERAZO INC.

Investors

SANJAN [NO MIDDLE NAME] DHODY
CHERYL BETH FINEMAN
ILEANA MARIA COHN
CHRISTIAN ADAM MALDONADO
Garrett Taylor
WILLIAM STUART SCOTT
ANTHONY M SMALL
CHRISTOPHER THOMAS HARRINGTON
LORI AMOROSO
ABIGAIL RODRIGUEZ
Osnerlee Desulme
THOMAS JOSEPH LONGMAN
Zachary Thomas Longman
Joao Carlos Bastos
MARCEL DIAZ
brandon cuenca
ZAIN L. GRIFFITH
CARLOS MANUEL ABREU
Daniel Gonzalez
Michael Timothy Oliva
VICTOR ANTONIO MORALES
James Lewis Boruff
Stephen Harold Schott
TISHAWA WEDASEMARYAM HOWARD
CORNELIUS B LECOUNTE
TIFFANY NOREEN THORNE
ELLIE KENT MILLS

Within 25 miles of Sweetwater, FL, Best Investors lists 765 registered investment advisory firms with 1,306 offices nearby, managing about $18.8T in combined regulatory AUM across 3,228,488 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 Sweetwater

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