Best Investors Account Sign in

Best financial advisors in Gainesville, FL

Registered advisers within 25 miles of Gainesville, FL.

Offices
112
Firms
61
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,753,791 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
REVISION WEALTH MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UBS FINANCIAL SERVICES INC.
VALIC FINANCIAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.

Investors

PORFIRIO EDUARDO PEREZ
THOMAS R TURK
JOHN T. CARPENTER
ZARKO IVANOV
MICHELLE MARIE RAFFERTY
ANN BRADLEY GRACY
Rebecca L Weseman
Jonathan Broska
Angela Faye Phillips
MARCUS NATHAN FORD
Sarah F Lott
CASON ANDREW SMITH
Ruzaan Ogra
JERMAINE LEVON WILLIAMS
Mitchell Burgess
JUSTIN TRAVIS HARDY
TINA LUCIA ARPAIA-MCCANN
JEFFREY LANE HOGUE
JEFFREY S RIZZO
VICKI LYNN SUITS
MICHAEL CRAIG CARR
KIRK ALTON RUTH
ASHLEY WADDINGTON HARTLEY
LINDY HOWARD CREWS
CODY CLAYSON
OTIS ROBERT THAMES
DONALD SPENCER HARTMAN
JULIO CESAR SARMIENTO
ANDREW POLANCO JIMENEZ
DANIEL E SARMIENTO
RALPH ROBERT ROBBINS
WILLIAM RONALD GECKS
Joseph Kent Walker
Nathaniel D Wingfield
Tyler M ONeill
Robert Mack
Lane Alexander Abraben
Julia C Gibson
Zane Keegan Shelley
Gregory Allen Grooms

Within 25 miles of Gainesville, FL, Best Investors lists 61 registered investment advisory firms with 112 offices nearby, managing about $12.2T in combined regulatory AUM across 2,753,791 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 Gainesville

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