Best financial advisors in Bagdad, FL

Registered advisers within 25 miles of Bagdad, FL.

Offices

123

Firms

60

Combined AUM

$9.72T

Firm-wide filings, not assets booked only here

Clients

2.14M

2,139,252 clients when Item 5C has a number

Avg / client

$4.54M

Combined AUM ÷ clients

Nearby offices

PARK AVENUE SECURITIES LLC

5185 ELMIRA STREET
MILTON, FL 32570

PFS INVESTMENTS INC.

5205 DOGWOOD DR
MILTON, FL 32570

STATE FARM INVESTMENT MANAGEMENT CORP.

5812 Highway 90 Milton, FL, USA, 32583
Milton, FL 32583

EDWARD JONES

5982 Berryhill Road Suite B
MILTON, FL 32570-4001

EAGLE STRATEGIES LLC

5702 PEBBLE RIDGE DRIVE
MILTON, FL 32583

CETERA INVESTMENT ADVISERS LLC

4725 HIGHWAY 90
PACE, FL 32571

EDWARD JONES

4581 Watkins Street
PACE, FL 32571

EDWARD JONES

4620 SUMMERDALE BLVD
Pace, FL 32571

EDWARD JONES

4637 CHUMUCKLA HWY
PACE, FL 32571

TURNER FINANCIAL GROUP, INC.

4366 5TH AVENUE
PACE, FL 32571-1810

STATE FARM INVESTMENT MANAGEMENT CORP.

3814 Hwy 90
Pace, FL 32571

STATE FARM INVESTMENT MANAGEMENT CORP.

4612 Woodbine Rd
Pace, FL 32571

LPL FINANCIAL LLC

4497 WOODBINE ROAD
PACE, FL 32571

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3700 Creighton Rd Ste 1
Pensacola, FL 32504

THE RETIREMENT PLANNERS, USA, LLC

8001 N 9TH AVE
PENSACOLA, FL 32514

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

2475 E. Nine Mile Road Suite F
Pensacola, FL 32514

11.5 miles away

EDWARD JONES

2180 Creighton Road
Pensacola, FL 32504

12.3 miles away

EDWARD JONES

9013 UNIVERSITY PRKWY SUITE F
PENSACOLA, FL 32514

12.4 miles away

GRADIENT ADVISORS, LLC

2032 Creighton Rd Suite C3
Pensacola, FL 32504

12.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

1745 E NINE MILE RD
PENSACOLA, FL 32514

12.4 miles away

Firms

PARK AVENUE SECURITIES LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

EAGLE STRATEGIES LLC

CETERA INVESTMENT ADVISERS LLC

TURNER FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THE RETIREMENT PLANNERS, USA, LLC

GRADIENT ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

BESSANN H WATSON

RICHARD CALVIN MCCOOL

BENJAMIN David BOYD

MARGARITA VAZQUEZ

ERIC BRANDON CABANISS

Michael Alexander Vazquez

Randy Lee Wentz

JEREMY DANIEL REEDER

JOSHUA LLOYD JONES

Derek Robert Park

Sharhonda Lashae Owens

Michael Joseph Utke

Jacob L Singleton

SCOTT ALLEN KLAASSEN

Thavaselan Subramaniam

MOHAMMED SULTAN GHOURI

JOHN JOSEPH KOSTIC

John Shelby Cowling

JESSICA ANNE SCALLAN

RHETT LEE FENDLEY

PATRICK GERARD LANZA

Danny Gene Steele

Joel Clark Dunham

Robert P Calbert

Micah Roderick Mattoon

Olivia Kate Di Filippo

BRIEANE S KELLEY

JEFFREY JAY STEICHEN

Within 25 miles of Bagdad, FL, Best Investors lists 60 registered investment advisory firms with 123 offices nearby, managing about $9.72T in combined regulatory AUM across 2,139,252 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 Bagdad

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM