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Best financial advisors in Union Park, FL

Registered advisers within 25 miles of Union Park, FL.

Offices
701
Firms
285
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,312 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
WARWICK SHORE ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
KOVACK ADVISORS, INC.
AIF MANAGEMENT LLC
NON-TRADITIONAL WEALTH MANAGEMENT, LLC

Investors

Crystal Adames Alejandre
CAMERAN MCKENRY
Manuel Enrique Bello
Jason A. Rosado
Robert Stafford
ERIC CLARK ANDERSON
JOHN CHRISTOPHER BURMESTER
ANDREW ADAM MAZLIN
CHRISTINE YVONNE VELLA
nicco vella
Susan M Conroy
Veronica Woodard
Bradley Dean Erb
Julie Kerr Tecau
Geoffrey Joseph Del Bene
Sheri Michelle Conerly-Davis
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb
EDWARD JOHN CORBETT
BRADLEY GATEWOOD GEISE
Paul Zachary Shelton
CINDY ELAINE FOWLER
BRENT J RAMSEY
STEPHEN LUGO YOUNG
MICHAEL DOUGLAS ALLEN
CHARLES WINFIELD ALLEN
FRANK SALVATORE LOVAGLIO
AUSTEN ANDREW-PHILLIP JACKS
BRUCE WESLEY BALTICH
STEVEN ADAM NEWMAN
DENNIS EDWARD GAGNON

Within 25 miles of Union Park, FL, Best Investors lists 285 registered investment advisory firms with 701 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,312 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 Union Park

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM