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Best financial advisors in Altoona, FL

Registered advisers within 25 miles of Altoona, FL.

Offices
160
Firms
66
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,651,183 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
EVERSOURCE WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.

Investors

S MARCUS HAWKINS
ALEXUS RAE LABOO
LISA RAE LABOO
Eric Von Blamick
WILLIAM R GIFFING
KEVIN SLOANE GERRY
WILLIAM THOMAS JONES
ALLISON SIM
MEGAN JUDGE
ANDREW LUNDY HALIDAY
Kyler David Reinhold
Alejandro Caceres
BRANDON G HILL
Joshua P Ainsley
John Gordon Smith
Richard Scott Levand
Liam C Barningham
KIMBERLY LYNN VARNADORE
Diane Thomas
MICHAEL RADNOTHY
RYAN JAMES BROWN
DAVID ALAN UNDERWOOD
DALTON ROBERT GARRISON
John Wesley Stewart
Renee Elizabeth Burke
Nicole Marie Wortsman
MICHAEL JOHN D'ALESSANDRO
RICARDO ALVES DE OLIVEIRA
RICHARD DALE GANT

Within 25 miles of Altoona, FL, Best Investors lists 66 registered investment advisory firms with 160 offices nearby, managing about $11.3T in combined regulatory AUM across 2,651,183 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 Altoona

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM