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Best financial advisors in Dinsmore, FL

Registered advisers within 25 miles of Dinsmore, FL.

Offices
319
Firms
121
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,763,103 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
NESTEGGS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
BLACK CREEK WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
LINCOLN INVESTMENT

Investors

JARED ANDREW WHITTLE
CHRISTOPHER TODD BEUTEL
MARK F ROSENLOF
LISA ANNE PUTTICK
ERIN MARIE MCCARTHY
MICHAEL J MILLAM
CHRISTINE DANYELL CALDWELL
ULRIKE ANN LYON
KEVIN BROOKS CHEEZUM
IRENE ADELMAN
JAYSON DURAND JUDY
Heather Lauren Wright
Mitchell Lee Wright
ROSE MARY ELLISOR
Wendy Janisch Wolfe
KEVIN THOMAS KLIPP
CORY MATTHEW SHRADER
Nicholas Sudik
RICHARD SCOTT MORRIS
Brian Christopher Weepie
Ramey El-Abu
DUSTIN JOHN CARY
MADISON MADILL
MARK MATTHEW DEMAINE
AUSTIN JAMES RYAN
RYAN G. GOODWIN
KEVIN DUANE HUMPHREY

Within 25 miles of Dinsmore, FL, Best Investors lists 121 registered investment advisory firms with 319 offices nearby, managing about $13.5T in combined regulatory AUM across 2,763,103 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 Dinsmore

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM