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Best financial advisors in Winter Garden, FL

Registered advisers within 25 miles of Winter Garden, FL.

Offices
700
Firms
274
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,256,071 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

IQ PORTFOLIOS
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
API FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HURLEY WEALTH MANAGEMENT GROUP, INC
CALTON & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
PRIMUS TRUST
FIFTH THIRD SECURITIES, INC.

Investors

ANDRES ORTIZ
CESAR RAFAEL OTERO
Cody Michael Cervellera
Anoop Raghu Nath
JEFFREY SCOTT CORNSTUBBLE
ELIZABETH OLIVERA GONZALEZ
SHANNON MARIE TILL
JAMES JOSEPH CAUFIELD
Thomas Dalton Bray
Kristi Glover
Samantha Crouse Philip
Amanda Diaram Ramtahal Mendez
Marina Z Gill
Bradford Philip Hahn
Brian Youngs
MICHAEL ANTHONY LAPORTE
Alexander Triska
FELIX ALBERTO BARTOLOMEI
GREGORY MICHAEL HURLEY
BRUCE SCOTT GENTILELLA
PAUL JONES
Robert Bruce Young
Jad Rurambo
Alejandro Gutierrez
MATTHEW R WARD

Within 25 miles of Winter Garden, FL, Best Investors lists 274 registered investment advisory firms with 700 offices nearby, managing about $14.8T in combined regulatory AUM across 3,256,071 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 Winter Garden

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