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Best financial advisors in Wekiva Spg, FL

Registered advisers within 25 miles of Wekiva Spg, FL.

Offices
757
Firms
292
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,587 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FORTRESS WEALTH GROUP
FWG INVESTMENT MANAGEMENT
FINANCIAL HARVEST WEALTH ADVISORS
LPL ENTERPRISE, LLC
FRA WEALTH MANAGEMENT LLC
AMERICAN FINANCIAL ADVISORS INC
LPL FINANCIAL LLC
ROCKEFELLER FINANCIAL LLC
VESTAPOINT LLC
ALPHAQ ADVISORS
RIVERTREE ADVISORS, LLC
DELLA PAROLA CAPITAL MANAGEMENT
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Investors

JENNIFER CAROL EMELY
MIGUEL ALEXANDER RIVEROS
LISETTE VIZCARRONDO PEREZ
ROBERT HUGH MAIOCCO
JOSE JOSE DELGADO
Daniel Ruiz
CONRADO SANTIAGO
JONATHAN DAVID BAETY
Thomas john Temeyer
Ashlee Willis
James Tanner McLean
JAMES BURTT MC LEAN
Kelly Noel Ellwood-Polk
Brandon Scott Fair
Justine Sachetta
Matthew David Parks
Brian Fricke
KARL A FURNO
Jordan Marie Carlson
TODD MICHAEL WOODARD
Brooks Andrew Cluxton
GORDON SCOTT JOHNSON
MARCIA LYNN RAIDLE
TARA ANNE PINCHAL
JOHN EDWARD GREENE
JAIME ANTONIO PLANELLS
TIMOTHY STEVEN SMISEK
JOHN EDWARD LEDFORD
Bradley Davis Ledford
Cory Donald Churchill
COLE ROBERT LINQUIST
Justin Macauley Isenhour
NICOLE KRISTINE HALWEG
DANICA NICOLE BOLTON
DAVID ALAN WITTER
NANCY KATHRYN WITTER
KELLEN HINDRY WILLIAMS
Samson Scott Streachek
Josiah Bryce Martin
Grady Steele Windham
KENNETH W MULLINS
Luke Anthony Curtis
MARK JAN BRAS
ALEXANDER JAN BRAS
Andrew Markus Bras
MATTHEW JOHN BOYCE
WILLIAM ANDREW MERTES
JAMES ROBERT CABLE
DENNIS ROGER NOLTE
TODD JONATHAN FEINTUCH
JAMES RAY ZICK
Samuel Joseph Fragale
BETH ANNE STAPP
CHRISTINA EMIG
Alexa Justine Oliver
DUNCAN MCCLAVE WHEELER
EKATERINA OLEGOVNA SLEPKOVA
THOMAS GILBERT EASTWOOD
SEAN PATRICK CONNOLLY
JENNIFER ELISE ANDERSON
KELLI Hansen
ALLISON LEIGH BOOHER
PETER H MATARAS
SYED RIZVI
Lisa Ann Grady-Strange
THEODORE SPENCER RICH
Jacob Lubner
MATTHEW KREISLER

Within 25 miles of Wekiva Spg, FL, Best Investors lists 292 registered investment advisory firms with 757 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,587 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 Wekiva Spg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM