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Best financial advisors in Zellwood, FL

Registered advisers within 25 miles of Zellwood, FL.

Offices
727
Firms
286
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,293,904 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FINANCIAL LIFE DESIGNS LLC
VOYA FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CAPITOL SECURITIES MANAGEMENT, INC.
VIRTUE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRITY ADVISORY SOLUTIONS
TRUIST ADVISORY SERVICES, INC.
CAPITAL Q MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
B. RILEY WEALTH ADVISORS, INC.
MONEY CONCEPTS CAPITAL CORP
CRAMER & RAUCHEGGER, INC.
LEVEL FOUR ADVISORY SERVICES

Investors

EVAN MATTHEW SHEAR
Tyler Paul Jones
AUDREY WEHR JONES
SCOTT ALLEN BLINCOE
JOSEPH LAURO
MATTHEW PATRICK MURPHY
LAWRENCE WILLIAM NORDMANN
Matthew William Reynolds
WILLIAM DANIEL BROOKS
JAMES ELLIOTT WEST
ALIREZA SHAHNAVAZ
BASSEM YUNES BERTIZLIAN
Jason Thornton
MICHELLE LYNN MEEKS
JAMES WILLIAM PETRUSKY
EVAN ALEXANDER FILLION
SHANNON BRI'ANNE HILL
PATRICIA SPROTT AHRENDT
ANDREW MICHAEL VARGO
Kiran Ellis
JOHN STEPHEN PIONTEK
JOHN CHRISTOPHER BURMESTER
JAYAR DEAN WILLIAMS
Hieu Phi Nguyen
MICHAEL LOUIS NAGY
SYLVIA CHRISTINE PRESLEY
SEAN PAUL PRICE
John Elliott Carter
THOMAS MICHAEL RAUCHEGGER
ANNE MARIE HUDSON
RUSSELL SCOTT CRAMER
SCOTT FREDERICK KEIBER

Within 25 miles of Zellwood, FL, Best Investors lists 286 registered investment advisory firms with 727 offices nearby, managing about $15.1T in combined regulatory AUM across 3,293,904 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 Zellwood

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