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Best financial advisors in Uleta, FL

Registered advisers within 25 miles of Uleta, FL.

Offices
1,601
Firms
853
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,633 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
SPIRE WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
NEXUS ADVISORS
SOUND INCOME STRATEGIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE LEGALTECH FUND MANAGEMENT CO., L.L.C.
EX CATHEDRA LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
BEACON POINTE ADVISORS, LLC
KIRTLAND FINANCIAL MANAGEMENT, INC.
HOLDCO ASSET MANAGEMENT, LP

Investors

ALAN HOWARD BLUESTEIN
Melinda A Gambino
MATTHEW WILLIAM DAMIANO
PAMELA JOY MORELAND
PENELOPE BLAIR
Denise Santoni
SEAN ANTHONY FLETCHER
MATTHEW ALAN SAVARICK
Alberto Castellon Echagarrua
PATRICK MICHAEL FEENEY
CHARLES RUSSELL MCKEE
Rachell Comunale
Althea May Ceasor
David F Griffin
Diego Polar
Daelle Guirand
MARK J O'LEARY
Robert Bolber
MELANIE R MIRANDA
DEBRA ANN MARTIN
DAVID J DIAZ
Michael Ryan
CURTIS JON KURAMOTO
LINDA MILLER-CAHILL
GUSTAVO ADOLFO CARVAJAL
MICHAEL COONEY
JULIE LYNNE WILLIAMSON-BRESSET
LETICIA A PRESMANY
JULIAN L LATIMER
KENRICK ANTHONY WHYTE
MICHAEL A SAVIANO
SHANNON TERESA MARTIN
Michael J Wohlgemuth
SAMEER V DERASHRI
JOSEPH PALMESANO
JASON TODD EDELMANN
WHITNEY RAYMOND
Christopher M Bernal
MEGAN A PATENA
MARLON D MILES
TRACE SHAPIRO
ANTHONY O DECERBO
EDUARDO FLORES-VEGA
LIGIA DI NALLO
ALEJANDRO RAMIREZ DEL VILLAR
MAHESH ROOPNARINE
ANDRE BERNARD GONZALEZ
MICHAEL A CAVALLARO
Ronald Vargas
Mark A Ugartechea
Garland Andres Rodriguez
MARK MICHAEL HOPPER
PAUL JOSEPH YATES
Ryan Michael Knight
ANA ISABEL PERERA
JEANNE Ann WOLK
Garrick Trosper
Richard Alan Lang
Emmanuel Adoghe
Bryant Hernandez
MIROSLAV M DOLAPCHIEV
Michelle Valdez
Jorge Cayon
Benjamin Beauharnais
Terrell Lamont Cowvins
Alex M Bluestein
Mack Alexis
ROBIN V HYRES CECERE
Kathleen ANN Yahya
Katherine H Soderman
ELEANOR CECILIA SCHNELL
Michelle MONIQUE Reid
SUSAN K PEETS
DEBORAH E ALLEN-PHILLIPS
MICHELLE L HAMPTON-ANDERSON
VINCENT T VELLA
NEIL VINOD MEHTA
JAMES KEITH CARLSON
Krystina Alyssa Cruz
ROBERT STEVEN BENITES
LINDSAY LEHN
ADAM S FASS
ELIZABETH REGALADO
Jordan Matthew Bluestein
ALAIN GUERRA DIAZ
Nicholas J Durfee
Apichaya Chumsai Na Ayudhya
WALTER EDWARD LYTLE
JACK DAVID SHARPE
Narciso Cherson
GARLAND A RODRIGUEZ
LINDA S WEITZ-STONE
VINCENT J VELLA
ANNE BARDENHEIER DOLPH
ANDREIA G NIMARA
JOHANNA A TRUJILLO
Luis H Santos
CHRISTOPHER COSTA
Steven Peter Daigle
Nicklaus J Palmesano
Melanie L Farmer
PATRICIA INGRID NICOLAU
Gerardo A Rodriguez
Anastasiya Zaytsev
ANDREA JULIANA FREIMAN
Jacob L Spiegel
Gabriella Nicole Suarez
CATHERINE ALEJANDRA MONTILVA
JOSEP Antonio SAGARRA
ROY H. SAVARICK
Andres Bayona
MARCEL PELEGRIN
KIMBERLY C SAMPSON
HIROMI HANAMURA
JOHN R TORREGROSA
LLOYD GREGORY MACEDO
Victoria Anne Troccoli
Chase D Lalonde
DERRICK A MUNROE
JOSHUA EDWARD EDWARD GRABEL
JAMES C. PEREZ
NICHOLAS ROBERT CATANIA
SHERRILL GARRISON ELROD
MINDY KAY NIGHTINGALE
MEGAN ANN MACGOWAN
KEVIN MONTGOMERY MARRIOTT
JUSTIN GROMLEY
CHRISTOPHER DONALD NILES
MARK SWENSON
ALISON MCENTEE
CAROLYN ANN ASENCIO
Ismael E. Gorra
EVAN MCGRATH
Abel Roberto Scilingo
Andrew Pitler Oleinick
Hutchens John Torregrosa
CHRIS G GARVIN
JENNIFER CAY GARVIN
DARRAN BLAKE
TRACEY LYNN KEITH
Kyle Thomas Howgate
H GLENN GARVIN JR.
CHARLES L VERNER
BRADLEY JOSEPH ROSS
Gavin James Doyle
Luke Christopher Niles
GINA INFANTE
KINSLEY MORROW
PHILLIP MICHAEL KRAUSE
MICHAEL DAVID ERBAIO
ALBERTO RAFULS
JAVIER LUIS BRICENO
RODNY BAEZ
Jose David Venegas-Llorente
JULENE V. RICHARDS-SCILINGO
DANIEL KAISER
STEVEN EPHREM KAISER
Andres S Archbold
CHRIS PENDRAK
W S PARKER
SEAN MICHAEL RILEY
WILLIAM S PARKER JR.
Beth Ann Marques
SHERI H RUBIN
MICHAEL JONATHAN ZAGER
JEFFREY DEAN BLISS
Jasmin Valiente
Nick Korzhenevsky
Mikhail Kamrotov
ROGER JOHN RELUCIO
KEVIN MICHAEL DERY
JOSEPH PETER CACCIPPIO
JOEL NATHAN ZVI GOREN
Christopher James Budny
BRETT CHARLES HIXON

Within 25 miles of Uleta, FL, Best Investors lists 853 registered investment advisory firms with 1,601 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,633 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 Uleta

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