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Best financial advisors in Wesley Chapel, FL

Registered advisers within 25 miles of Wesley Chapel, FL.

Offices
774
Firms
264
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,452,473 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
BRIA CAPITAL GROUP, LLC
SINGER WEALTH ADVISORS LLC
ALTIUM INVESTMENT STRATEGIES LLC
ACCURATE WEALTH MANAGEMENT, LLC

Investors

Julie Schellhase Sevelius
Christopher J Baker
Jim B Ford
Shareef I Jarbawi
JOHN SCOTT HEINRICH
Christopher Robert Stino
Ryan Everett Neal
William Morales
Jimmy C Tovar
CHERYL MARIE BURBANO
Destiny Kunzig Lozano
Lillian W Collazo
AHMET KILDIS
SALVATORE Anthony D'ALESSANDRO
Robert Matthew Severin
BART ALLEN BLESSING
Yismaldy Larios
Robert Nicoletti
EDWARD PALACIOS
JAMIE LYNN CHAMNESS
RONALD ROBERT OLDANO
ANGEL EMILIO FIGUEROA
Roger Americo Silvera
CHRISTOPHER COOK
Michael J Garcia
JONATHAN MICHAEL BRIGGS
Brett Michael Maggard
Mohammad Abood
Johnathon S Ho-On
CLAUDIU A. BARBOS
JONATHAN DAVID HOWARD
BRANDON J CROMER
ROBERT B SCOTT
DEREK ALLEN WILKES
Kyle M Lonsinger
Ross David Taylor
BRIAN MATTHEW GRECO
Maddison R LONG
Keith Brown Woomer
David Goldin
Adam Robert Leone
Griffin Joseph Guinta
Ricky Black
WILLIAM JOSEPH COOPER
Patricia MichelleHeaton Parker
NATHAN CAMPBELL HELMS
Trevor T Taylor
ERIC THOMAS LING
Brian Stephen George
JOHN Joseph DITRANI
MICHAEL FRANCIS SINICOLA
Maxwell T Azzarelli
MATHEW WAYMIRE
ELIZABETH C BERTELSEN
ROGER CLAYTON DAVIS
CAROLYN BUTLER HOWARD
ROBERT VINCENZO LEONE
KONSTANTINOS GOTSIS
PATRICIA HAGAN MAY
PAUL JAMES O'GRADY
Dawn Annette Steinert
BRYAN JOSEPH HAMER
DANIEL JAMES MARKESE
Samantha Renee Gyeszat
RICK ORIN HELBING
KENNETH JOSEPH MCGUIRE
Gregg Arthur Guinta
GERARD EUGENE CLARK
GEORGE T. MACALLISTER
JOHN DAVID WALKER HILL

Within 25 miles of Wesley Chapel, FL, Best Investors lists 264 registered investment advisory firms with 774 offices nearby, managing about $18.1T in combined regulatory AUM across 3,452,473 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 Wesley Chapel

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