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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

PARK AVENUE SECURITIES LLC
MOULY FINANCIAL MANAGEMENT, INC.
PRINCIPAL SECURITIES, INC.
OSAIC WEALTH, INC.
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
SEDG FINANCIAL SERVICES CORP.
FIRST COMMAND ADVISORY SERVICES
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
INSIGHT WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.
NORTHSTAR FINANCIAL PLANNERS, INC.
LWM ADVISORY SERVICES, LLC
OLEA ADVISORY SERVICES
EDWARD JONES

Investors

JAY TSACHI BAITNER
EILEEN LOUISE MOULY
JOHN THOMAS CULLEN
ISAAC FRANCO
SALOMON LEVY
DAVID ANDREW KNIERIM
KEVIN MICHAEL WEHN
JOSE MANUEL MATEO
FRANK JEFFERIES HELD
MICHAEL GENTRY BROWN
KARINA ELIZABETH ROMERO
Kolsen Allen Bender
Juan Jose Benjumea
Juan Scheele
YURAISY CABAN
LESTER LEE HARDY
GERARD DANZI
kelvin cui
LARRY L SAFFER
SEAN STEVEN BEN-ASHER
GUILLERMO ARTURO ARENAS
Rafael A Cruz
Kimberly Marie Gray
JOHN PAUL NORRIS
RICHARD DANIEL LARIN
Natalia Portocarrero
Mathias Alexander Schek
ALEXANDRA DRUSKIN
Marius Morico Mapp
William D Weldon
GARY CRISTOPHER GONZALEZ
JOSEPH GLENN VALERIO
ALLEN PAGE GIESE
Charles Cleveland Thomas
JOEL ANGEL PALATNIK
MARCO R BOHORQUEZ
BARBARA EILEEN SACHAROW
SONJA KOPPENWALLNER
Valeria Carolina Ortega
TONY EDWARD DUBOSE
CLAUDIA NURI RUBENSTEIN
RELY HECHTER
Robert Francis Cullen
Craig M. Rosen
Maria Jose Bustamante

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