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Best financial advisors in Copeland, FL

Registered advisers within 25 miles of Copeland, FL.

Offices
31
Firms
20
Combined AUM
$9.56T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,191,416 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBIER CAPITAL, LLC
CETERA INVESTMENT ADVISERS LLC
CAPTRUST
EDWARD JONES
J.P. MORGAN SECURITIES LLC
HIGHTOWER ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
CLEARSHARES LLC
CIC, LLC
LEBENTHAL GLOBAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONNECTICUT WEALTH MANAGEMENT, LLC
MORGAN STANLEY

Investors

JAMES FREDERICK SHAW
JEFFREY SCOTT EVANS
Kevin O'Fee
KENNEDY SHERLES
Diego F Wanderley
Miguel Arnaldo Ricardo Quinones
Clifford J Heroth
ANDRI GONZALEZ
ANNA GIONET
WAYNE D BALLER
MARK ADAM CALLON
JOSEPH DANIEL DIPIERRO
KEITH THOMAS EMBREE
DARCIE HELEN GUERIN
Vincent Illuzzi
Gianni Peter Uglialoro
Kevin W Fazio
CRAIG JOHN COUTURE
Bob Weigel
BRENDAN THOMAS CONRY
Tyler Christopher Canady
Matthew Joseph Taylor
ROBERT FRANCIS LYNCH
PATRICK RICHARD MC NAMARA
Robert Allan Woolf
DAVID A CARUSO
KEITH WILLIAM PHILIPPI
Rachelle Marie Davis
Breeanna N Szittai
MICHAEL RUDOLPH HALL
JONATHAN FIELDING LOMBARDI
ANA TEREZA MUNRO
DONNA RAE JORDAN
Manuel Tezanos

Within 25 miles of Copeland, FL, Best Investors lists 20 registered investment advisory firms with 31 offices nearby, managing about $9.56T in combined regulatory AUM across 2,191,416 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 Copeland

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 CAPTRUST 963 advisers $1.24T 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