Best Investors Account Sign in

Best financial advisors in Winter Park, FL

Registered advisers within 25 miles of Winter Park, FL.

Offices
784
Firms
315
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,914 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
COMMONWEALTH FINANCIAL NETWORK
LAKESHORE ADVISORS
GREEN VISTA ASSET MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
VALMARK ADVISERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
PONTA WEALTH PARTNERS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
PATHSTONE
ONEPOINT BFG WEALTH PARTNERS
LYONS WEALTH MANAGEMENT
LYONS INVESTMENT MANAGEMENT
ROCKEFELLER FINANCIAL LLC
MML INVESTORS SERVICES, LLC
RBC CAPITAL MARKETS, LLC
DAVID VAUGHAN INVESTMENTS, LLC
SPRAKER WEST WEALTH MANAGEMENT, INC

Investors

BRIAN ROBERT LIDEN
ASU GREER
JEISIER RAUL GONZALEZ
Emily Rebecca Suazo
ELIZABETH BIRDIE STEWART
RICHARD G. BERARDO
MANISH MEHTA
JERREY ALAN THURSTON
PRANJAL ASHOK MEHTA
Brian Christopher Hughes
ASHLEY H LAUBACH
HEATHER R MOUNT
Alison Barnes
Justin William Smith
Gabriela Alexandra Mercado Burgos
Amit Patel
Christopher Angelo DiFelice
Bradford Jones
Carlos Jose Matos
JOHN OWEN RIGGLE
WINNONA MARIE GRABE
GIOVANNA NEGLIA TESTONI
Jared Pillar
COREY JOHN DANGELO
Samuel Glickman
DAVID EUGENE WALKER
JAMES FLEMING SMALLEY
GEORGE MITCHELL SCHRENK
KIRK FREDRICKSON TASSELL
DANIEL ROBERT NOVOTNY
Thomas Jackson Bengtson
JAMES A CLEMENTS
PHILIPPUS THEUNIS VAN STADEN
JAMES WILLIAM SEWELL
PHILIP LAURIE BEYTELL
Sally Carolyn Tomlinson
CHRISTIAAN ANDRIES VAN DER BURGH
Sheri Michelle Conerly-Davis
JEANNETTE BYRD
Ryan Robert Stovash
SCOTT BRADFORD PEELEN
Carter Harrison Webb
ROBERT FREDRIK LEGENHAUSEN
PATRICK REID BUCHANAN
Thomas J Eisenhuth
SEAN GREGORY STEVENSON
LAUREN MARIE WRIGHT
MITCHELL REID HOUSER
GERRY ERNIE POWERY
ROBERT ECHOLS EMERSON
ADAM M GOLDSTEIN
Gerardo Daniel Forteza Garcia Barbon
PAUL LANSING HOLT
Charles Mike Lloyd
Gage Stevenson
ROBERT ANDREW BURROW
ELIZABETH MEADE OWENS
HORACE GORDON OWENS
JOSEPHINE MARIA OLIVA
Gregory J Mendoza
Ron W Henson
Jeffrey L Scanga
JOHN CONNOR KNAUTH
Robert E Overall
Nicholas Sersun
PHILIP DAVID STROUD
Michael PAUL ARMSTRONG
Adam P Sinoff
JEROEN LINDERS
Austin Jack
ALEXANDER READ
MARK DAVID ZAVANELLI
CHRISTINA EMIG
Alexa Justine Oliver
DUNCAN MCCLAVE WHEELER
EKATERINA OLEGOVNA SLEPKOVA
THOMAS GILBERT EASTWOOD
SEAN PATRICK CONNOLLY
JENNIFER ELISE ANDERSON
KELLI Hansen
ALLISON LEIGH BOOHER
ROGER STEPHEN MARKS
ANDREW LINCOLN LYON
Morgan C Metcalf
BRIAN CHRISTOPHER COATOAM
DEREK AMRON GRIMM
RYAN PLANK
EARL DAVID WALTER
Devin James Shaffer
MICHAEL E ARMISTEAD
JADE MARIE LAVERDIERE
Eric S Walter
KYRON BLAIN HAROLD
JOHN MITCHELL WEST

Within 25 miles of Winter Park, FL, Best Investors lists 315 registered investment advisory firms with 784 offices nearby, managing about $16.1T in combined regulatory AUM across 3,289,914 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 Park

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM