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Best financial advisors in Dade City, FL

Registered advisers within 25 miles of Dade City, FL.

Offices
124
Firms
48
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,419,738 clients when Item 5C has a number
Avg / client
$4.55M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BRIA CAPITAL GROUP, LLC
SINGER WEALTH ADVISORS LLC
ALTIUM INVESTMENT STRATEGIES LLC
ACCURATE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Paul Gene Nessler
Ronald A. Wheeles
Brittney Aline McAuley
Julie Schellhase Sevelius
Christopher J Baker
Jim B Ford
CHERYL MARIE BURBANO
Destiny Kunzig Lozano
Lillian W Collazo
JOHN SCOTT HEINRICH
ANGEL EMILIO FIGUEROA
KEITH THOMAS FORREST
Christopher Robert Stino
Ryan Everett Neal
William Morales
Jimmy C Tovar
AHMET KILDIS
SALVATORE Anthony D'ALESSANDRO
Robert Matthew Severin
BART ALLEN BLESSING
JAMIE LYNN CHAMNESS
RONALD ROBERT OLDANO
CHRISTOPHER COOK
Michael J Garcia
JONATHAN MICHAEL BRIGGS
Brett Michael Maggard
Mohammad Abood
Johnathon S Ho-On
CLAUDIU A. BARBOS
JONATHAN DAVID HOWARD
BRANDON J CROMER
ROBERT B SCOTT
DEREK ALLEN WILKES
Kyle M Lonsinger
Ross David Taylor
BRIAN MATTHEW GRECO
Maddison R LONG
Keith Brown Woomer
David Goldin
Adam Robert Leone
Griffin Joseph Guinta
Ricky Black
WILLIAM JOSEPH COOPER
Patricia MichelleHeaton Parker
NATHAN CAMPBELL HELMS
Trevor T Taylor
ERIC THOMAS LING
Brian Stephen George
JOHN Joseph DITRANI
MICHAEL FRANCIS SINICOLA
Maxwell T Azzarelli
MATHEW WAYMIRE
ELIZABETH C BERTELSEN
ROGER CLAYTON DAVIS
CAROLYN BUTLER HOWARD
ROBERT VINCENZO LEONE
KONSTANTINOS GOTSIS
PATRICIA HAGAN MAY
PAUL JAMES O'GRADY
Dawn Annette Steinert
BRYAN JOSEPH HAMER
DANIEL JAMES MARKESE
Samantha Renee Gyeszat
RICK ORIN HELBING
KENNETH JOSEPH MCGUIRE
Gregg Arthur Guinta
GERARD EUGENE CLARK
GEORGE T. MACALLISTER
JOHN DAVID WALKER HILL
CAROL ANN MCELROY

Within 25 miles of Dade City, FL, Best Investors lists 48 registered investment advisory firms with 124 offices nearby, managing about $11.0T in combined regulatory AUM across 2,419,738 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 Dade City

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