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Best financial advisors in University Park, FL

Registered advisers within 25 miles of University Park, FL.

Offices
475
Firms
213
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
1.84M
1,844,508 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CLARITY CAPITAL ADVISORS, LLC
SOUTH SHORE ASSET MANAGEMENT, LLC
POPE WEALTH MANAGEMENT
CYPRESS STONE CAPITAL LLC
TRAVER FINANCIAL CONSULTING NETWORK PA
GOOD LIFE ADVISORS, LLC
STRATEGIC ADVISERS LLC
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
MAINLAND FINANCIAL
SAGE WEALTH CONSULTING, LLC
CYPRESS CAPITAL GROUP
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Jessica Chou
Donald James Paxton
JESSE LAWTON SHAW
JUAN CARLOS LIMON
JOEL CHRISTOPHER SIMS
RICHARD DEAN GODFREY
Michael Stone
Cornelius J Vaughan
Karissa Suzanne Campbell
Joshua Donald Fitzmorris
Cheryl Lynnette Maddox
Joshiwa Fayne Graham
Joanne Marie Hale
Ryan Gleichowski
Samuel Uribe-Palacios
Chadd P Brown
Paola Michelle De Aza
RICHARD DEAN GODFREY
Rhyanna Haley Broomfield-Gilman
Silvia E Marceleno
Taylor Alt
Kimberly Turner
James Gleichowski
Jordan Douglas Wright
Karissa Favazza
TIMOTHY HOCKENHULL DALEY
Kevin Hockenhull Daley
DAVID RICHARD FINK
JOHN RUSSELL DALEY
JAY DAVID FRANKLIN
CHERI ADA FRANKLIN
BRIAN RICHARD POPE
ERIC JOHN KUCHERA
JOHN MICHEAL TRAVER
ANDREW WILLIAM HOSKINS
IVAN ALEXIS RAMIREZ-RAMIREZ
ROBERT JOSEPH CREMERIUS
JOSHUA GARFIN
JAMES C HAGGARD
AARON CHAO
NATHAN C.B. ESTERLINE
GREGORY PEYTON NEATROUR
MARC W. SLONE
ETHAN RIDENER
MICHAEL D. GALLIANO
KRISHNA RANI JEFFRIES
VANJA MIKANOVIC
BRIAN MICHAEL HENSLEY
KELSEY ANN LEBEDA
ANASTASIYA RYBAK
JONATHAN JAMES MORRIS
PAIGE WOODLOCK
CHAITANYA S. SHINDE
JACKSON GEISER
ROBERT PAYTON ANDY
ANDREW ROBERT WILSON
ADAM CHRISTOPHER BARCLAY
LINDSEY MCCARTHY
EDWARD O THOMAS
DENNIS L GUMP
MAURICIO I. VARGAS
JONATHAN A GUERRERO
ANISA REDHEAD
SIMA TAMADDON
THOMAS DANIEL BERGEN
FELIPE RAMON LEWIS
CLAUDIO G CERON
ZAINAB SMITH
JACOB P. CLATON
BERTHA M ARIAS
ROZ LEANN PAIGE
LUCY ANN MARIE SOWERS
IDALIZ DIAZ GODINEAUX
PERI DIAMOND
HAYDEN B. VIVIANO
MARCO A HERRERA
DANIEL LACROIX
KATIE GUYTON
CASSANDRA MARIE COSTA
JACK MATUSZEWSKI
MATIAS VILLANUEVA
NATHAN BENNETT
RYLEIGH TAYLOR
BRADEN MICHAEL COE
Kurt Edward Stahl
HEATHER MICHELLE FORTE
MATTHEW LOUIS EDWARDS
CHRISTINA BEERS CAREY
ROBERT VERNON CARR
DIANNA MARIE WEAVER
VICTORIA MCCRINDLE
Stevan Stanisic
ANGELA WETZIG
THERESA D STRICKLAND
Kimberly March
Jonathan David Abbuehl
Julian Paul Grubbs
REGINA M BEATTY

Within 25 miles of University Park, FL, Best Investors lists 213 registered investment advisory firms with 475 offices nearby, managing about $14.4T in combined regulatory AUM across 1,844,508 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 University 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