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Best financial advisors in Wimauma, FL

Registered advisers within 25 miles of Wimauma, FL.

Offices
709
Firms
287
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,337,716 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL PARTNERS
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SIMPLICITY WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
TUCKER ASSET MANAGEMENT LLC

Investors

BRETT WILLIAM SHEPPARD
PAUL WILLIAM SPONSELLER
Isaac J. Treesh
TERRENCE DUSHAN DUNCAN
MEGAN CHERIE BOSTON WOOD
GARY GRANT MAHAN
Patrick Shaun Compston
Sebastien Risselin
CHARLES JASON CONNER
DANIEL WILLIAM WALSH
JEAN PIERRE RULLIER
MICHAEL VINCENT MCCORMICK
ROBERT DANIEL HARTLAND
CANDACE HEISS GREENE
JILL MARIE KELLY
JOHN MICHAEL PRICE
MARC JAY BESHANY
MICHAEL CONNORS PRICE
RICHARD JAMES RIOS
ROSLYN CARTER
GLENN KRCMARIC
James Paul Berndt
SCOTT GEORGE ALLISON
PETER JOSEPH FARINA
Jeffrey Ryan Cerven
Rachel Nicole Kelly
JOHN STEWART FLETCHER
PETER SAYRE
PARRY JAMES WARD
Dana Navarro
MARK JAMES ROSSMILLER
Guillermo Cornejo
Shweta Bhan
Michael William Lucien Ball
GLEN ARTHUR MCGAHA
BRYAN KELLY LINGLE
JOEL E MARIUS

Within 25 miles of Wimauma, FL, Best Investors lists 287 registered investment advisory firms with 709 offices nearby, managing about $18.0T in combined regulatory AUM across 3,337,716 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 Wimauma

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