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Best financial advisors in Aloma, FL

Registered advisers within 25 miles of Aloma, FL.

Offices
706
Firms
286
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,217 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSWOOD WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.
EDWARDS FINANCIAL SERVICES
CALTON & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
MEEKS CAPITAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
DOBSON STREET LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Joseph Paul Bauer
Paul Lawrence Sterzinger
CHRISTINA ELAINE MOBLEY HAUER
Nicole Verde
Jason Edwards
CARL DINH NGUYEN
ERIC CLARK ANDERSON
JOHN CHRISTOPHER BURMESTER
ANDREW ADAM MAZLIN
Susan M Conroy
Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb
CHARLES NATHAN MEEKS
WILLIAM HOWARD BLACK
EDWARD JOHN CORBETT
BRADLEY GATEWOOD GEISE
Alia Marie Fareed Rea
Arif Ataullah Fareed
Jeffrey Bernard Campbell
Janelyne Yu Ho
Jeffery Donahou
Natalie Monique Plant
Joewin Jemang
Erin Soliven
EDWARD DOUGLAS BORST
ROGER ALAN TOELKE
AMANDA CHASE KOENIG
MARK DAVID KACZMAREK

Within 25 miles of Aloma, FL, Best Investors lists 286 registered investment advisory firms with 706 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,217 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 Aloma

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