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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

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FLORIDA FINANCIAL ADVISORS, LLC
KIRMANI PARTNERS
FIFTH THIRD SECURITIES, INC.
TLG ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH & BUSINESS PLANNING GROUP, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HYPERION WEALTH MANAGEMENT, LLC
MOSS & COMPANY, P.A.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC

Investors

DEBORAH ANN TURNER
CECILIA ANN MCCLURE
Madison Jane Hill
Mark Midkiff
Nate Thomas Pelton
Diego Armando Rackauskas
Jocelyn Sullivan
Adam Babb
DAVID GARLAND
JOSEPH LOY MACK
JENNIFER CAROL EMELY
MIGUEL ALEXANDER RIVEROS
LISETTE VIZCARRONDO PEREZ
ROBERT HUGH MAIOCCO
JOSE JOSE DELGADO
Daniel Ruiz
CONRADO SANTIAGO
JONATHAN DAVID BAETY
Thomas john Temeyer
Ashlee Willis
James Tanner McLean
JAMES BURTT MC LEAN
MATTHEW APGAR BALADY
RICHARD ELADIO REYES
ERIC WARREN KATAUSKAS
David Zach Webster
Alan Pascale
JEANNINE MARY STECKLAIR
Matthew Alan Pascale
MICHAEL ARTHUR MAGUIRE
BRYAN GREGORY STEWART
ELIZABETH LOUISE STEWART
MARLA DAWN LAMBERT
CHRIS M SULLIVAN
MATTHEW ARON ROSEN
Dwayne Gayle
Edwin P Wasinger
Joseph J Bellini
JEFFREY ARNOLD MOSS
S MARCUS HAWKINS
RYAN ANDREW ARNOLD
MITCHELL ALLEN ARNOLD

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