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Best financial advisors in Cross Creek, FL

Registered advisers within 25 miles of Cross Creek, FL.

Offices
58
Firms
39
Combined AUM
$9.61T
Firm-wide filings, not assets booked only here
Clients
1.98M
1,978,188 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT FINANCIAL PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KOVACK ADVISORS, INC.
J. W. COLE ADVISORS, INC.
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Lane Alexander Abraben
Julia C Gibson
Zane Keegan Shelley
Gregory Allen Grooms
Philip J. Crutchfield
DAVID ANTHONY HANSON
FRANCIS RENE FLORES
LAWRENCE DOMINIC CHRISTIAN
Parag MAHESH Adhyaru
JOHN J MURRAY
JENNIFER CAROL TAYLOR
MICHAEL HARRISON
MICHAEL CLAUDE MARSHALL
Corbin William Emerson
Matthew Davis
MICHAEL DAVID GRACY
FREDRICK EMANUAL HANSEN
JOHN ANDREW CORNELL
HOWARD DARRELL TIMBERLAKE
Thomas Michael Spinelli
Erin Moses Spiwak
Eric W Vallerand
Sheila Stephanie Gabrie Quinones
Kristin Gumbel Gibson
DEANNA IRENE EDWARDS
DAVID LESLIE EDWARDS
Mychelle Angstadt
KIRK CHRISTOPHER KINSMAN
JOSHUA JAMES FISCHER
GUILLERMO EDUARDO DIAZ
JAMES DAVID DIVIRGILIO
LISA ANN CHACON
TYLER DAVID CHACON
CHRISTOPHER WAYNE DODD
ANGELINA MARIE RAMSEY

Within 25 miles of Cross Creek, FL, Best Investors lists 39 registered investment advisory firms with 58 offices nearby, managing about $9.61T in combined regulatory AUM across 1,978,188 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 Cross Creek

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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