Best financial advisors in East Palatka, FL

Registered advisers within 25 miles of East Palatka, FL.

Offices

74

Firms

37

Combined AUM

$7.29T

Firm-wide filings, not assets booked only here

Clients

1.90M

1,904,582 clients when Item 5C has a number

Avg / client

$3.83M

Combined AUM ÷ clients

Nearby offices

EAGLE STRATEGIES LLC

222 NORTH 3RD STREET
PALATKA, FL 32177

EAGLE STRATEGIES LLC

421 ST. JOHNS' AVENUE SUITE 3
PALATKA, FL 32177

J. W. COLE ADVISORS, INC.

601 ST. JOHNS AVENUE
PALATKA, FL 32177

STATE FARM INVESTMENT MANAGEMENT CORP.

700 Reid St Suite A
Palatka, FL 32177

STATE FARM INVESTMENT MANAGEMENT CORP.

1721 Reid St
Palatka, FL 32177-3148

EDWARD JONES

512 SOUTH PALM AVENUE
PALATKA, FL 32177

STATE FARM INVESTMENT MANAGEMENT CORP.

836 South Moody Road Suite 1
Palatka, FL 32177-8414

STATE FARM INVESTMENT MANAGEMENT CORP.

836 S. Moody Rd
Palatka, FL 32177

AMERIPRISE FINANCIAL SERVICES, LLC

800 Zeagler Dr Ste 100
Palatka, FL 32177

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

270 Plaza Blvd Suite 4
Saint Augustine, FL 32086

16.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

270 Plaza Blvd Ste 4
Saint Augustine, FL 32086-9304

16.1 miles away

LEGATUM SERVICES LLC

4475 US 1 SOUTH SUITE 207
ST AUGUSTINE, FL 32086

16.9 miles away

PEAK WEALTH GROUP LLC

4475 US HWY 1 SOUTH SUITE 206
ST. AUGUSTINE, FL 32086

16.9 miles away

ARCH GLOBAL ADVISORS, LLC

3275 US HIGHWAY 1, S
ST. AUGUSTINE, FL 32086

17.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2820 US Highway 1 S Suite I
Saint Augustine, FL 32086

18.1 miles away

RAYMOND JAMES & ASSOCIATES, INC.

30 Epic Blvd Ste 110
Saint Augustine, FL 32086

18.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2135 US HWY 1 S
SAINT AUGUSTINE, FL 32086

18.8 miles away

J.P. MORGAN SECURITIES LLC

100 State Road 312 W
St Augustine, FL 32086

LPL FINANCIAL LLC

165 STATE ROAD 312 WEST
SAINT AUGUSTINE, FL 32086

TRUIST ADVISORY SERVICES, INC.

1850 US. HIGHWAY 1 S
ST. AUGUSTINE, FL 32086

19.2 miles away

Firms

EAGLE STRATEGIES LLC

J. W. COLE ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LEGATUM SERVICES LLC

PEAK WEALTH GROUP LLC

ARCH GLOBAL ADVISORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

Investors

JON ARON LIVINGSTON

JOHN ARTHUR GINN

JAMES PHILIP NESHEWAT

Edith Lee Aldrich

SUSAN GAIL HELWIG

JOHN TRENT HIGGINBOTHAM

Michael A Holzem

Renae Michelle Aiple

MICHAEL ALAN CROUGH

Allan Lawson Harkness

Mark Peter Alcorn

CARY JOEL COWAN

DONALD Raymond MURTAUGH

Frank Coulson Speace

PATRICK ALBERT DIDOMENICO

Ryan Hudson Jones

Victoria Lynn Tiehen

Charles William Gillingham

RONALD S PRICENOR

RICHARD DOUGLAS CHIARENZA

JARED NEWTON DOLLAR

Within 25 miles of East Palatka, FL, Best Investors lists 37 registered investment advisory firms with 74 offices nearby, managing about $7.29T in combined regulatory AUM across 1,904,582 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 East Palatka

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM