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Best financial advisors in Westlake, FL

Registered advisers within 25 miles of Westlake, FL.

Offices
3
Firms
3
Combined AUM
$2.22T
Firm-wide filings, not assets booked only here
Clients
441K
441,413 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EQUITY SERVICES, INC.
MORGAN STANLEY

Investors

ASTON ADDISON DOUGLAS
JASON JOSE VALDEZ
GLENN KURLANDER

Within 25 miles of Westlake, FL, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $2.22T in combined regulatory AUM across 441,413 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 Westlake

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM