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Best financial advisors in Bristol, FL

Registered advisers within 50 miles of Bristol, FL.

Offices
123
Firms
58
Combined AUM
$9.73T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,594,443 clients when Item 5C has a number
Avg / client
$3.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
FARNSLEY WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
LEVEL FOUR ADVISORY SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BENJAMIN F. EDWARDS & COMPANY, INC.
22 SEVEN WEALTH MANAGEMENT INC
CPA GROUP INVESTMENT MANAGEMENT, LLC

Investors

BENJAMIN ALFONS WELTER
CAROLYN JANE MANN
AARON STEPHEN FARNSLEY
BRIAN CAMPBELL ENGLISH
JORDAN M LEE
HENRY KEITH WILLIAMS
LORI PONS
CAMERON LEE OLIVER
David Roy Carrel
Grayson B Stewart
Clinton Bruner
Richard Joseph Filippi
JOE TOM KING
JOHN JOSEPH FARRELL
ANDREW MALONE EWING
JASON BARTLEY DAVIS
JOHN LEMUEL JOHNSON
Jaye Lawrence Chapman
Matthew Wayne Wegner
Anastasia D Mawhinney
NICOLE MARIE BRUSHER
ASHLEY M DAVISON
Hugh Michael Owens
Charles Dylan Owens
MICHAEL JEROME GRANT
DOUGLAS MARK GUSMUS
Jeremy Ryan Senterfitt
JASON BRADLEY KEITH
CONOR MARK D'AMBROSIO

Within 50 miles of Bristol, FL, Best Investors lists 58 registered investment advisory firms with 123 offices nearby, managing about $9.73T in combined regulatory AUM across 2,594,443 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 Bristol

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM