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Best financial advisors in Citrus Hills, FL

Registered advisers within 25 miles of Citrus Hills, FL.

Offices
157
Firms
60
Combined AUM
$9.56T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,572,609 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
KOVACK ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MODERA WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
GRADIENT ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

Cami J Plaisted
GREGORY PERRONE
AMY MARIE DELAPAZ
DANIEL LAWRENCE SULLIVAN
JAMES DANIEL SEGOVIA
John Wesley Selby
James McConnaughey
James W Park
Justin Scott Brashear
Shannon D Vinsonhaler
MICHAEL SHAWN HADDIGAN
Brandon Fox
JOSEPH KYLE RETTIG
HENRY EDWIN SLY
JOSEPH ROBERT RETTIG
Kristen M Daniel
Timothy Mack DeBruyn
MATTHEW L DAVIS
JARED KENNETH KIRBY
LISA C ESTEVES-DIXON
ROBERT SPENCER HOCKETT
NEIL VON MAHONEY
JOHN JOSEPH CEPARANO
GREGORY PAUL WHEELER
Alexander Lewis Bedford
KIRBY SPENCER MCDONALD
Scott Lynwood Lee
Brian Blake Fitzpatrick
Mark Allan Augustsson
Ryan Jenkins

Within 25 miles of Citrus Hills, FL, Best Investors lists 60 registered investment advisory firms with 157 offices nearby, managing about $9.56T in combined regulatory AUM across 1,572,609 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 Citrus Hills

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