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Best financial advisors in Village Of Wellington, FL

Registered advisers within 25 miles of Village Of Wellington, FL.

Offices
954
Firms
479
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,004 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED CAPITAL FINANCIAL ADVISORS
CERITY PARTNERS LLC
LPL FINANCIAL LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CYWP FUND
CMC ADVISORS, INC.
COMPREHENSIVE WEALTH SOLUTIONS, LLC
LATIN AMERICA REAL ASSETS CAPITAL MANAGEMENT LLC
GULFCREST CAPITAL
VALKYRIE X INVESTMENT MANAGER LLC
GREAT WEALTH INVESTMENTS
ICEBRIDGE FINANCIAL GROUP
OLIVER WEALTH MANAGEMENT
EQUITY SERVICES, INC.

Investors

MICHAEL ALAN JEANS
FREDERICK HUNG LIAN TAN
MATTHEW JAMES HOLBROOK
JOY PREFER COHEN
Ellis Charles Regini
CHARLES MARC WILNER
THOMAS WAYNE MEISSNER
Jesse Brett Butler
STACY ANN CALDER
PATRICK STEVEN SELWAY
OMAR RASMI SHALABI
KENNETH LOWELL COOK
OLEG KATRIKH
JEFFREY ROBERT BORON
MARK ANDREW RUPOLO
CHARLES A MASSIE
TONYA LEE COOPER
Christian Gabriel Taylor
PETER APOSTOLOS KOTOS
Kevin Ray Chancellor
Sean W Coffey
ALEXANDER JACKSON LONG
Gilford Nicholas Welch
JANICE ANN WEBB LAVIN
SCOTT ALAN TANKER
TERRA LYNNE HOWARD
Gregory Lee Petrie
KAREN Le'Ellen COKER
CHARLES SALVATORE SPERRAZZA
KATHLEEN M DONNELLY
JOSEPH ANTHONY GRUTTA
CHARMAINE VALOIS KAES
LINDA MICHELLE SHERMAN
CHERYL ANN CIAGLIA
GREGORY LOUIS SCHORP
JAMES DALE KRAATZ
FRANK GIGUERE
WILLIAM ALLIE HURLEY
Joseph Louis Schrutt
Lisa Michelle Avenevoli
Brian Joseph Dobisch
PHILIP GERARD FERRARO
Amy Elizabeth Emery
Richard A Fertig
Zachary Chapman Gerrells
ANDREW STEPHEN RODGERS
DONALD MICHAEL DANIELS
John J Bartell
ELYSSA MIRIAM GELSINO
MAZIAR MONSHI
LANNY KEITH MARKS
CIHANGIR KAYA
PATRICIA EDNA CARABELLO
MICHAEL DAVID BERG
MERRILL LOUISE DENNIS
DEBORAH ANN LIGUORI
ANDREW JEFFREY DENNIS
ALAN DEAN BUSH
JOHAN ROSSI
ANTONIO A GONZALEZ
Anatoly Iofe
BRANDON CHRISTOPHER OLIVER
JEFFREY KLATZKO
JAMES N PAPADAKOS
ROBERT JASON LIEBMAN
VINCENT JOSEPH AIMETTI
SAADIA AMEEN SINDHU
CLARE MORRIS
PAUL J ABBOTT
PAUL MICHAEL JANITELLI
MICHAEL ANTHONY GRECO
DANIEL PATRICK OWENS
CURTIS JAMES
BRENDON WALSH
PAUL W HARVEY
RODNEY BARNARD COOPER
BERT HENRY LIVINGSTON
DANIEL ALAN SOUD
RAFAEL MENNA BARRETO GREGORI
ALFREDO ATENCIO

Within 25 miles of Village Of Wellington, FL, Best Investors lists 479 registered investment advisory firms with 954 offices nearby, managing about $19.4T in combined regulatory AUM across 3,261,004 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 Village Of Wellington

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T 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