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Best financial advisors in Tierra Verde, FL

Registered advisers within 25 miles of Tierra Verde, FL.

Offices
725
Firms
290
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,280,775 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TARGETED FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
CROSSPLAN MONEY MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Investors

KENTON DEAN WILSON
John Stephen Kollar
JILL LINDA GIBB
Jake Robert Rubin
ALAN RUBIN
Aaron Edwin Middleton
JAMES MICHAEL FRIERY
Joanne Marie Dauphin
KEVIN MATTHEW HALIFAX
Bruno Alonso Ayala-Garcia
SUSAN V. WASSERMAN
James Christopher Dowdell
KEVIN MICHAEL NICK
Puran Sugrim
Stefano Aleppo
Carolyn Bell
JOHN RANDOLPH PALM
ALBERT BERYL LEWIS
RAYMOND RUSSELL MCKENNEY
Walter Stern IV
Tod Lebeda
DANIEL JUAN MARTINEZ
John M Campora
RYAN BELFIORE

Within 25 miles of Tierra Verde, FL, Best Investors lists 290 registered investment advisory firms with 725 offices nearby, managing about $13.3T in combined regulatory AUM across 3,280,775 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 Tierra Verde

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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