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Best financial advisors in Brooksville, FL

Registered advisers within 25 miles of Brooksville, FL.

Offices
91
Firms
29
Combined AUM
$8.48T
Firm-wide filings, not assets booked only here
Clients
939K
939,338 clients when Item 5C has a number
Avg / client
$9.02M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

DEBORAH J. MOEN
CHAD MICHAEL ROWLAND
ERIN KAYE REY
JUDITH GRECO
PATRICK SHANE FITZPATRICK
DANIEL LAWRENCE SULLIVAN
JOSEPH DI VINCENZO
DAVID BRUNING GHINGHER
Broc Avery Valdez
Richard Luigi Shaw
Paul Gene Nessler
Ronald A. Wheeles
Brittney Aline McAuley
Angela M Oestreicher
KEITH THOMAS FORREST
BRENDA J MARSHALL
LOUIS SCOTT MITCHELL
CONRAD JOSEPH BAILEY
Anna A Swartz
Tonia L Warncke
CAROL ANN MCELROY
DAVID MICHAEL KORTE
Giovanni Ramirez Congiusto
MATTHEW SCOTT STEGMAN
Troy Verie Spence
JOHN W MCCULLOUGH
JOSEPH ROBERT WESTON
RICKY BARLOW
Racheal Nichole Freeman
Katie Elizabeth King
KYLE AARON BENITEZ
RUSSELL MARTIN BRANDER
STEVEN GRIFFITH
Charles M Hickman
Timothy R Martin
Laura L Hickman

Within 25 miles of Brooksville, FL, Best Investors lists 29 registered investment advisory firms with 91 offices nearby, managing about $8.48T in combined regulatory AUM across 939,338 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 Brooksville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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