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Best financial advisors in Tavares, FL

Registered advisers within 25 miles of Tavares, FL.

Offices
422
Firms
162
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,667 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
SYNERGY INVESTMENT MANAGEMENT LLC
DESTINY FAMILY OFFICE
DESTINY WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Brian Colvin
ANGELA DAWN HUGHES
JULIE BIVINS RILEY
TRACY MCINTYRE BELTON
DAVID HARRY DAGOSTINO
Stephany Arlene Slysofski
ELAINE ANN SEAQUIST
ISABEL IVETTE ORTIZ
JEFFREY ACKLER
Brian Davis
Robert Clark
Mitchel Travis Faulkner
Ronald Joseph Hopper
CAROL ANN MULCAHY
AUDREY MARIE MANCUSO
Keith Webster Ward
JEREMIAH ELIJAH WASSMER
THOMAS HUEY RUGGIE
MORGAN AILEEN HATFIELD
ALAN MOORE BELANGER
Eliza Fryer Kwentus
LOUIS MITCHELL SHINAMAN
Christopher George Nichols
RICHARD DALE GANT
MICHAEL JOHN D'ALESSANDRO
RICARDO ALVES DE OLIVEIRA
STEVEN K BENNETT
Clint Robert Shea
DAVID ALAN UNDERWOOD
Renee Elizabeth Burke
Matthew Sterling Hackler
GREGORY CLINE COLLIER
JOHN TIMOTHY CUMMING
Diane Thomas
MICHAEL RADNOTHY
RYAN JAMES BROWN
Richard Scott Levand
Liam C Barningham
BRIAN J PANZELLA

Within 25 miles of Tavares, FL, Best Investors lists 162 registered investment advisory firms with 422 offices nearby, managing about $12.4T in combined regulatory AUM across 3,194,667 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 Tavares

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM