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Best financial advisors in CLERMONT SOUTH BRANCH POSTAL, FL

Registered advisers within 25 miles of CLERMONT SOUTH BRANCH POSTAL, FL.

Offices
174
Firms
63
Combined AUM
$9.04T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,508,367 clients when Item 5C has a number
Avg / client
$3.60M
Combined AUM ÷ clients

Nearby offices

Firms

CIGX, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JB MERIDIAN ADVISORS, LLC
LEVEL FOUR ADVISORY SERVICES
BLUE JASPER CAPITAL LLC
BALLARD WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Christopher Blythe
KARL JAMES KUCHMA
Kenneth Eller
MICHAEL ANTHONY SPARTZ
Thomas Dalton Bray
DAVID RICARDO RODRIGUEZ LOZADA
Eric Maurice Boylan
JEREMY HICKEY
RYAN ALLEN FRUTH
Gilberto Hurtado Parra
BRETT CANARELLI
BENNETT NICHOLAS SPARTZ
David Gonzalez
NEVILLE ERIC MELVIN
HEATHER LYN THIES
Michael Roger Schafer
Christopher Paul Boylan
Daniela Isbet Martinez Lara
Kalli Diane Le Jeune
JACK ALEXANDER KENNEDY
PETER VINCENT GIACONA
SCOTT FREDERICK KEIBER
Colin Stephen Myers
Grayson Price Bishop
TODD MICHAEL HECKMAN
Charlot Alexandre
John Carter Copeland
CHRISTOPHER EARL BALLARD
Joshua Tyler Wintersdorf

Within 25 miles of CLERMONT SOUTH BRANCH POSTAL, FL, Best Investors lists 63 registered investment advisory firms with 174 offices nearby, managing about $9.04T in combined regulatory AUM across 2,508,367 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 CLERMONT SOUTH BRANCH POSTAL

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM