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Best financial advisors in Fort Mc Coy, FL

Registered advisers within 25 miles of Fort Mc Coy, FL.

Offices
64
Firms
36
Combined AUM
$8.99T
Firm-wide filings, not assets booked only here
Clients
1.58M
1,575,861 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
OCALA CAPITAL, LLC
KIEFER FINANCIAL ADVISING LLC
CETERA INVESTMENT ADVISERS LLC
SMITH FINANCIAL LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
B. RILEY WEALTH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.

Investors

Thomas Michael Spinelli
JOHN TRENT HIGGINBOTHAM
SUSAN GAIL HELWIG
Natasha Harper
TODD ELLIOT CRAIG
JAY E FRATELLO
SCOTT ALLEN MCARTHUR
Ryan K Adams
Luke W Mutchie
MICHAEL CORBETT MILNE
JOHN MICHAEL MOODY
DAVID JEFFREY DICKS
Riley Scott Kiefer
MICHAEL T MILLER
DEREK JOHN MILLER
DAVID ANDRES JOHNSON
Elizabeth Ladd Blackburn
TERRY DANIEL SMITH
Justin Yancey
TRACY MARTIN PICK
Kathleen GRADY Intelisano
Stephanie Kelley Martin
Marci Liberty Smith
Edith Lee Aldrich
JENNIFER LYNNE CHATTERTON
KENNETH ROBERT NADEAU
BERNADINA VANKEMPEN WILLIAMS
ROMMEL GARCIA
Ronald DeVries
MARINA VLADIMIROVNA VOBLIKOVA DAVIS
LEO DELOUIE WELLS JR

Within 25 miles of Fort Mc Coy, FL, Best Investors lists 36 registered investment advisory firms with 64 offices nearby, managing about $8.99T in combined regulatory AUM across 1,575,861 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 Fort Mc Coy

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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