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Best financial advisors in Fort Meade, FL

Registered advisers within 25 miles of Fort Meade, FL.

Offices
119
Firms
51
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,452,888 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
KOVACK ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CAMPBELL & ASSOCIATES
AVENTAIL WEALTH MANAGEMENT, LLC
INGRAM ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS INVESTMENTS, INC.
TUCKER ASSET MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
CHARLES SCHWAB & CO., INC.

Investors

ANTHONY PAUL LOCASCIO
STEVEN RANDAL WRIGHT
Steven Randal Wright
Rose Joan Pagan
KAREN PREMUTO
Brian Curtis Ulch
MICHAEL GLENN SEYMOUR
DONNA MARIA SEYMOUR
LINDA LOVERN FAIRCHILD
Adam Ryan Mayfield
Amanda Marie Salcido-Newby
Matthew S Simpson
Rachel Lee Machin
JULIE LYNN PHILLIPS
McCree Austin Stults
MICHAEL WADE MADDOX
Nery A Saucedo Gonzalez
Axel Calderon Garza
THOMAS ROE OLDT
JAMES PATRICK WELLS
PATRICIA GADECKI WELLS
Lillian R Danis Soto
James Louis Faubert
Matthew J Faubert
Melissa Lochrane Kincaid
EDGAR ALLEN THOMAS
RACHEL PINNER LOBDELL
AMY B. GARBRECHT
DEBORAH MILLER SWENSON
Jack Heiss
ERIC EMBREY JOHNSON
MARK D WILLIAMS
GIOVANNA NEGLIA TESTONI
BRIAN GLENN HEMP
MICHAEL LEE TANNER
Brett M Geric
Nicholas Scott Geric
SCOTT ASHLEY GERIC
JEFFREY PHILLIP SIMPSON
Lydia Arlyne Boyd

Within 25 miles of Fort Meade, FL, Best Investors lists 51 registered investment advisory firms with 119 offices nearby, managing about $10.5T in combined regulatory AUM across 2,452,888 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 Meade

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 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