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Best financial advisors in Valrico, FL

Registered advisers within 25 miles of Valrico, FL.

Offices
732
Firms
251
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,324,885 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

DARWIN WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
ASSUREDPARTNERS INVESTMENT ADVISORS
BRIGHTWATER ADVISORY, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CALTON & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HURLBURT FINANCIAL
EDWARD JONES
CAPSTONE WEALTH MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
SIMPLICITY WEALTH
INDEPENDENT FINANCIAL PARTNERS
AEGIS CAPITAL CORP.

Investors

Gloria G. Bartolotta
Ralph Profeta
Brian Matthew Doherty
Spencer Kane Avalos
Kaelan Keaton Dean
Ryan Creecy
IGOR BAMPA SCHATTAN
Michael Thomas Sorrentino
MATTHEW A KRUEGER
MICHAEL SEBASTIAN BARTOLOTTA
Trevor Saunders
ERNEST C. MEADS
GARY GRANT MAHAN
Brandon R Heckert
CHARLES EARL OSBORNE
SOLOMON EDWARD REEVES
Sean Taylor Hong
DAVID CARLEN MADDUX
Barry W Brindise
JEFFREY MARC CHERNOFF
MICHAEL DAVID CHERNOFF
Isaac J. Treesh
TERRENCE DUSHAN DUNCAN
MEGAN CHERIE BOSTON WOOD
GLENN KRCMARIC
James Paul Berndt
SCOTT GEORGE ALLISON
PETER JOSEPH FARINA
Stephen Eric McMasters
BRYSON TYLER MACCHIONE
DONALD CRAIG JOHNSON
ROBERT DEWAYNE HURLBURT
MITCHELL REED BRUNER
Gary L Willis
Laura Verene Lear
Amanda K Walsh
JONATHAN THOMAS STUMP
CHRISTOPHER DEAN KLINE
ALLEN RAY MONTGOMERY
CHARLES JASON CONNER
DANIEL WILLIAM WALSH
JEAN PIERRE RULLIER
MICHAEL VINCENT MCCORMICK
ROBERT DANIEL HARTLAND
PARRY JAMES WARD
PAUL WILLIAM SPONSELLER
SCOTT WAYNE POWELL
Jonathan Charles Weiss
ANDREY STEFANOV NIANTCHEV
Daniel Nicholls Franco
Joyce Carlucci
Nicole Whitney Cassidy
CLINT MADDEN
FRANK Sterling MILES
TAMMY RENEE PLEICONES
ANJA STINNETT
Jessica Williams
Tyvan Isaac Sunday
OSCAR FERNANDO GUERRA FALCONI
Robert Kirk Adikes
Naomi Valentina Kaffke
HERNAN M FONSECA

Within 25 miles of Valrico, FL, Best Investors lists 251 registered investment advisory firms with 732 offices nearby, managing about $17.4T in combined regulatory AUM across 3,324,885 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 Valrico

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