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Best financial advisors in Wellington, FL

Registered advisers within 25 miles of Wellington, FL.

Offices
797
Firms
417
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,223,814 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REMOTE FINANCIAL PLANNER, LLC
DAVIS PRIVATE WEALTH, LLC
PLAN AHEAD ADVISORS
PFS INVESTMENTS INC.
GWN SECURITIES INC.
FACET
BLUE MARLIN ADVISORS, LLC
OSAIC WEALTH, INC.
EDWARD JONES
DUNAMIS CAPITAL CONSULTING, LLC
LINCOLN INVESTMENT
FIFTH THIRD SECURITIES, INC.

Investors

JASON M DANIELS
Ciro Antonio Gallego Bocanegra
PETER B LUCIA
Niusha Babazadeh
Nathan Amos
JOSHUA STEPHEN DAVIS
GARY EDWARD HENDERSON
Gillian Ebanks Knowles
DENNIS SCOTT GELFAND
Denisha R Davis
JOHN C PURITZ
Derek Edwin Woods
MATTHEW JOHN FARRELL
BRENT MITCHELL WEISS
Patrick Charles Sabol
Nicholas Paul Cosentino
Christopher James Millius
David Michael Imhoff
Cole Curtis Filer
Anna Wisniewski
Katherine Erin Deprey
TODD MATTHEW MACAULAY
KIMBERLY CHMIELEWSKI
SARAH E GALLAGHER
Muata Rikondja Mahluli
THOMAS KIRBY
DAVID FRITZ WIRTH
Kimberly B DuLaurence
ADRIENNE L STARK
BRIAN Christopher WAGNON
MATHEW JACKSON
ERIC KARL REINHOLD MASCH
JOSEPH LITTERIO OLIVO
JUSTIN MICHAEL FLORES
Myles Joseph McManus
EVAN THOMAS BYRNE
ALEXANDRA VIRGINIA Wilson
Kelsey Ann Aranha
Meagen LeeAnna Wagner
JUSTIN THOMAS BELLOWS
HUNTER Kennedy CLARK
Loren Christopher Krieg
NOREEN BURTNER
SABRINA LEE
FRANCESCA HOPE STREB
STEPHEN Joseph BURLEY
BROOKE SUMMERHILL
GARY D JOHNSTON
Mark P Krystyn
JEREMY CRESPILLO BELINGON
Benjamin Tesson
ALLYSON ELAINE Cooper
ALEX GARNER MCDONALD
MICHELLE LOUISE PACKER
Sammie Margaret Guajardo
THOMAS DOUGLAS DAVIS GRAFF
RICHARD LAWRENCE ELLIOTT
STEPHEN BERNARD GLOWACKA
Sean Wilburn Powley
KENT Alexander DELPH
Jenifer Koch
BRANDON CHARLES AGUILAR GUNDERSON
Joseph Paul Bartelo
Leslie McCullough
KEVIN STEVENS
JACOB RILEY FISCHER
Angel Ricardo Vega
KYLE J. MEAUX
Johnathan Irions
Shawn Rooney
MARY RUSH
JORDAN ISSAC PARKINSON
Aashka Desai Singh
Michele Wostbrock
Richard S Hamilton
Hailey Lynn Thomas
Arianne McSellers
SILAS LEVI PETERS
Adriana Ramirez Guerrero
TARA ANN MCCAFFERTY
THOMAS P LEINWOL
GEOFFREY BRIAN KASHER
DINO J RUFFA
TODD GLENN POLLOCK
CRAIG M GOLDSLAGER
JAMES M GOLDSLAGER
Richard Adam Ebaugh
ALDAIN CHRISTOPHER BEAM
Francis Richard Bermudez
SERGIO JESUS ESTEVES
LYNN EDWARD BALCH
ERIC SETH BERMAN
Timothy Scott Fry

Within 25 miles of Wellington, FL, Best Investors lists 417 registered investment advisory firms with 797 offices nearby, managing about $18.7T in combined regulatory AUM across 3,223,814 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 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