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Best financial advisors in Citra, FL

Registered advisers within 25 miles of Citra, FL.

Offices
96
Firms
46
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
1.62M
1,619,932 clients when Item 5C has a number
Avg / client
$7.30M
Combined AUM ÷ clients

Nearby offices

Firms

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
OCALA CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KIEFER FINANCIAL ADVISING LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
COGENT PRIVATE WEALTH
CANOPY 360 WEALTH, LLC

Investors

Thomas Michael Spinelli
MICHAEL CORBETT MILNE
JOHN MICHAEL MOODY
DAVID JEFFREY DICKS
Brandon White
Brody A Pierce
Riley Scott Kiefer
LEO DELOUIE WELLS JR
Casey Lane DeLuca
Jerry Lawrence Furlong
JOSE JUAN TORRES
THOMAS RICHARD FLECK
DALE ANTHONY CAMILLO
ANDREW DAVID CAMPBELL
MICHAEL T MILLER
DEREK JOHN MILLER
DAVID ANDRES JOHNSON
Elizabeth Ladd Blackburn
Justin Yancey
KENNETH ROBERT NADEAU
BERNADINA VANKEMPEN WILLIAMS
TODD ELLIOT CRAIG
JAY E FRATELLO
SCOTT ALLEN MCARTHUR
JORGE LUIS VAZQUEZ
WARREN JUDSON SCROGGIE
JOHN MICHAEL MEFFERT
Ross Edwin Davis
MATHEW AARON FEEHAN
Daniel Quartararo
Kerry Haines
RUSSELL CLAY LINDSAY
TATYANA E. KOZLOVSKA
JAMIE GUMP LOSITO
HUNTER DITTY
LANCE MONTGOMERY POWERS
JOHN DAVID CERVELLERA

Within 25 miles of Citra, FL, Best Investors lists 46 registered investment advisory firms with 96 offices nearby, managing about $11.8T in combined regulatory AUM across 1,619,932 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 Citra

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM