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Best financial advisors in Altha, FL

Registered advisers within 25 miles of Altha, FL.

Offices
3
Firms
3
Combined AUM
$1.05T
Firm-wide filings, not assets booked only here
Clients
67.4K
67,400 clients when Item 5C has a number
Avg / client
$15.5M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC
EDWARD JONES

Investors

HENRY KEITH WILLIAMS
CAMERON LEE OLIVER
David Roy Carrel
Grayson B Stewart

Within 25 miles of Altha, FL, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.05T in combined regulatory AUM across 67,400 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 Altha

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM