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Best financial advisors in UNIVERSITY, FL

Registered advisers within 25 miles of UNIVERSITY, FL.

Offices
1,810
Firms
941
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,322,782 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COUGAR MUTUAL COMPANY INC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
THE JAFFEE FINANCIAL GROUP, INC.
EVEREST FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PATTERSON INVESTMENTS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DELTASYS ADVISORS LLC

Investors

JANETTE LEONORA BINGHAM DAVIS
Genevieve Isabelle Arias
Pedro Henrique Rocha
SARA COLLEEN STEVENSON
Clinton Cooper
CLINTON MATTHEW COOPER
Jorge Giovanni Remotti
FRANAH VAZIR-MARINO
SANDRA MICHELE SCOTT
GREGORY VITALE
PETER MICHAEL FRANKLIN
Alexander Gerhard Forster
MICHAEL STEVEN JAFFEE
PATRICIA ANN BITNAR
Raquel L Nacht
JAMES EDGAR ESTEP
LEONARDO NUNEZ
Daniel Seghi
JACK PATTERSON
DAVID JOSEPH FASANO
Abraham Jose Cabrera
Raquel Da Silva Araujo
Tamir Y Levi
Michael Eisenstadt
HUMBERTO LOPEZ

Within 25 miles of UNIVERSITY, FL, Best Investors lists 941 registered investment advisory firms with 1,810 offices nearby, managing about $20.5T in combined regulatory AUM across 3,322,782 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

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