Best Investors Account Sign in

Best financial advisors in Canal Point, FL

Registered advisers within 25 miles of Canal Point, FL.

Offices
12
Firms
11
Combined AUM
$5.11T
Firm-wide filings, not assets booked only here
Clients
359K
358,880 clients when Item 5C has a number
Avg / client
$14.2M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
FORTUNA INVESTORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
AEGIS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Kevin Scott Wedgworth
JACQUELINE ESCOBAR
VEDANT KUMAR MIMANI
MICHAEL JAMES RITGER
BRENT CHRISTIAN HAUSE
Lauren Hackler
FRANK COOK HARRIS
CHARLES W MORALES
MICHAEL LOUIS COSTOPOULOS
Laura Beth Hutter
JOHN CLARENCE WOODS
Albert Lee Perry
Bryan Finnegan
Sharon A Covey
Keith J Gilmour

Within 25 miles of Canal Point, FL, Best Investors lists 11 registered investment advisory firms with 12 offices nearby, managing about $5.11T in combined regulatory AUM across 358,880 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 Canal Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM