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Best financial advisors in Coleman, FL

Registered advisers within 25 miles of Coleman, FL.

Offices
148
Firms
56
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,607,339 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
ALPHASTAR CAPITAL MANAGEMENT
LPL FINANCIAL LLC
THE PINNACLE FINANCIAL GROUP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARADY WEALTH MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
BENJAMIN F. EDWARDS & COMPANY, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DESTINY WEALTH PARTNERS, LLC
J.P. MORGAN SECURITIES LLC

Investors

ANDREW CHRISTOPHER PATRICK
LISA LORRAINE SPURLOCK
Joshua J Gussler
Daniel Norman Dowd
BENNETT HARRIS BERMAN
Brittany Kendziora
Marc Christopher Stalvey
Sheryl Ann Strickland
ALEXANDER TURNER THOMAS IV
THOMAS MARTIN ROMANAC
DALE LAWRENCE CEBERT
NATHAN LESLIE THOMAS
PATRICK DEAN LAMPE
KELLY ELAINE BURKHEAD
JARED RALPH VOCK
KATHLEEN ANNE LASETER
Matthew William Smith
FREDRICK GRANTHAM TRIBBLE
J J HEATON
George Edward Mathis
MARC DAMON HALLICK
TYLER CURTIS JACKSON
JOHN RAYMOND IVORY
Amy A Gonzalez Thompson
CODY MARTIN MACIEJEWSKI
KAYLA DAVIS
Noel E Christian Brewer
Charles Byron Thompson
THEODORE LEON WHITE
ANDREA LEE PATRICK
WILLIAM ROMAIN SPELL
Olivia Simmons
Amy L Verzaal
Tyler J Carver
JASON EARL WOODALL
SHAWN LAMBERT
Daniel Evan Whitley
MICHAEL REED STEPHENS
JUANITA REYNOLDS STEPHENS
RONALD KEHLER CARUSO
VICKIE LYNN LACROIX
Wilson Tovar
JORGE A ROMERO
Amber Oliver
Billy J. Malcolm
Erik C. Barnett
Ronald Joseph Francis
William Nance Garner
NICHOLAS PATRICK HARKER
JOSE ARTURO PENA
David Allen Merrick

Within 25 miles of Coleman, FL, Best Investors lists 56 registered investment advisory firms with 148 offices nearby, managing about $11.0T in combined regulatory AUM across 2,607,339 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 Coleman

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM