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Best financial advisors in Bartow, FL

Registered advisers within 25 miles of Bartow, FL.

Offices
123
Firms
50
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.40M
2,396,228 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
IPLAN
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CHARLES SCHWAB & CO., INC.
CAMPBELL & ASSOCIATES
KOVACK ADVISORS, INC.
AMERITY WEALTH MANAGEMENT, LLC
AVENTAIL WEALTH MANAGEMENT, LLC

Investors

DOUGLAS HAMMOND FREEBERN
Ryan Charles Conley
Grayson H O'Cain
SANDRA MICHELL GITHENS
Shane K Nelson
BRYAN CHRISTOPHER BEAMER
Joshua Jacob Jordan
LORIN DAVID BICE
ERIC GREENHOW
KYLE JOSEPH COBIA
Calin Hugh Gribbin
Nathan Boston
David Collier Butz
BONNIE BALDAUF PARKER
ANTHONY PAUL LOCASCIO
Rose Joan Pagan
Rachel Lee Machin
Lydia Arlyne Boyd
Loren Plunkett Hicks
Michael James Plunkett
KAREN PREMUTO
STEVEN RANDAL WRIGHT
Steven Randal Wright
Lance Michael Pearce
BRIAN STANLEY PEARCE
DAN WRIGHT MANN
Jessica Cruz Phung
Brian Curtis Ulch
Matthew James Bishop
Kenneth C Dunkel
Damon Dennis
Gary L Willis
Laura Verene Lear
Amanda K Walsh

Within 25 miles of Bartow, FL, Best Investors lists 50 registered investment advisory firms with 123 offices nearby, managing about $10.2T in combined regulatory AUM across 2,396,228 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 Bartow

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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