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Best financial advisors in Vlg Wellingtn, FL

Registered advisers within 25 miles of Vlg Wellingtn, 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

J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SAGEVIEW ADVISORY GROUP, LLC
AMERITY WEALTH MANAGEMENT, LLC
ASSET PLANNING CORPORATION
CONCURRENT INVESTMENT ADVISORS, LLC
PRIME CAPITAL FINANCIAL
OSAIC WEALTH, INC.
AARON BRASK CAPITAL
CASTLE WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WPC US GP LLC
IBEX WEALTH ADVISORS, LLC
RUGGIERO INVESTMENTS
MAR WEALTH MANAGEMENT SERVICES, LLC

Investors

Richard Aaron King
JOHN ROSSETTER LEAVITT
JAMES IRA PACE
MARESSA ETZIG-MARIN
GIL BLAS MONTILLA VELEZ
RENEE SUZANNE POST
ALEXANDER EVAN RUBY
ANTHONY BART JAVARONE
Eric R Rivero
ALFONSO BURGOS
Bart Hartman
Armando Garcia
JOSE EUGENIO DELEON
Austin James Gardner
DAVID AARON BRASK
Scott David Worley
CHRISTINA L WORLEY
MELISSA ANN GANNON
Nicholas Demitri Darzentas
LORI ANN FERNICOLA
Amber Noell Dakar
Matthew Charles Kazmierz Kaszel
MEGAN BROOKE KIZIAH
JASON MARC ALTMAN
MARK EUGENE HAAG
ROBERT SETON O'CONNOR
LAURA HAAG
Wyn Yelin
Daniel Marulli
Ryan D Yelin
David R Slavic
JASON PHILIP STAMM
PHILIP FRANCIS RONGO
CHERYL JOAN ANDREW
JAMES JOHN VARAKLIS
DENISE PAIGE ANDERSON
Andre Rapoport
GLENN EDWARD STEPHENSON
THOMAS ANTHONY RUGGIERO
Christopher Thomas Ruggiero
THOMAS WESLEY RUGGIERO
MARICELA AMELIA RAMOS
JOHN CULLEN PATTEN
CHRISTIAN MARCOS RAMOS
Daniel Morales
Dean Michael Maragos

Within 25 miles of Vlg Wellingtn, 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 Vlg Wellingtn

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