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Best financial advisors in Windermere, FL

Registered advisers within 25 miles of Windermere, FL.

Offices
765
Firms
301
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,397 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

API FINANCIAL ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
IQ PORTFOLIOS
J.P. MORGAN SECURITIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
PROXY WEALTH ADVISORS LLC
ALTIOR CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
PRIMUS TRUST
FIFTH THIRD SECURITIES, INC.

Investors

JAMES JOSEPH CAUFIELD
CESAR RAFAEL OTERO
ANDRES ORTIZ
Ian S. Manahan
KYLE WASSMANN
BRYAN BENJAMIN DONALD BELOFF
Cody Michael Cervellera
Anoop Raghu Nath
DANIEL RAYNEE GREEN
RANDALL A HOLMQUIST
BRYAN L BOYD
Brian Diaz
STEPHEN M WYTIAZ
Marina Troyan Borden
Michele Ann Cook
Michael Stephen Wytiaz
Felipe Demetre Mardakis
Pietro Bagatim Galina
Peterson Italo Cenerino
Carolyn Reynolds
MARC ANTHONY DECUFFA
Raquel Schiavon
TULIO BARBOSA RIBEIRO
Rafael Junqueira Nani
Tatiane Silva Teixeira
Charles Achoa
TIMOTHY CROSS
TYLER JAMES WITMAN
BRENT THOMAS JORDAN
SHARON LYNN MULLINS
SCOTT DENNIS KRAUSE
JOHN CARLIN BEAVERS
ROBERT JEFFREY OLIVER
Carina G Borkon
MICHELLE EMANCIA CHANCE
Kevin Adam
James Richard Millar
ERIC Robert GEYER
Stanley W Smith
Christopher H Sitler
PETER JOSHUA KAUFMAN
HEATHER D CHURCHILL
ALEX PEREZ
TRACY E WILSON
DANIEL WAYNE KAPPLE
Nickolas A Bellanza
Lisa Annette Stewart
Andrew Thomas Katsanis
Keila R Bevins
Chris Schilmoeller
Cory N Beltran
LESTER SIMON ERNEST
DANIEL ROBERT BOTYOS
WILLIAM ROLLA PECK
LATONYA JACKSON WOODRUFF
Kristi Glover
Samantha Crouse Philip
Amanda Diaram Ramtahal Mendez
Marina Z Gill
Alejandro Gutierrez
MATTHEW R WARD

Within 25 miles of Windermere, FL, Best Investors lists 301 registered investment advisory firms with 765 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,397 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 Windermere

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