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Best financial advisors in Baker, FL

Registered advisers within 25 miles of Baker, FL.

Offices
9
Firms
7
Combined AUM
$2.12T
Firm-wide filings, not assets booked only here
Clients
301K
301,029 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

DORGEOLIS CAPITAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PARK AVENUE SECURITIES LLC
MOORS & CABOT, INC.
LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

Michael Alexander Listman
BLAINE ROBERT TEW
JAMES BRENT CRAIG
Reagan Hobbs
SARA C FORDYCE
Dustin Chandler Holloway
Yvonne L Shanklin
PAUL E. LOWREY
JOE WILLIAM FAULK
GEORGE EDWARD BORINSKI
PATRICIA KELLEY BORINSKI

Within 25 miles of Baker, FL, Best Investors lists 7 registered investment advisory firms with 9 offices nearby, managing about $2.12T in combined regulatory AUM across 301,029 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 Baker

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 5 KINGSVIEW WEALTH MANAGEMENT, LLC 120 advisers $8.96B AUM 6 MOORS & CABOT, INC 10 clients · 87 advisers $3.44B AUM 7 DORGEOLIS CAPITAL LLC 1 advisers $2.50M AUM