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Best financial advisors in Geneva, FL

Registered advisers within 25 miles of Geneva, FL.

Offices
621
Firms
262
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,288,931 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
VALMARK ADVISERS, INC.
ROCKEFELLER FINANCIAL LLC
LPL FINANCIAL LLC
LYONS WEALTH MANAGEMENT
LYONS INVESTMENT MANAGEMENT
UBS FINANCIAL SERVICES INC.
ORANGE INVESTMENT ADVISORS, LLC
DEPRINCE, RACE & ZOLLO, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
PONTA WEALTH PARTNERS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Ethan Thomas Heard
Seth Tyler Heard
SCOTT BRADFORD PEELEN
CHRISTINA EMIG
Alexa Justine Oliver
DUNCAN MCCLAVE WHEELER
EKATERINA OLEGOVNA SLEPKOVA
THOMAS GILBERT EASTWOOD
SEAN PATRICK CONNOLLY
JENNIFER ELISE ANDERSON
KELLI Hansen
ALLISON LEIGH BOOHER
LARS THURE ANDERSON
JEROEN LINDERS
Austin Jack
ALEXANDER READ
MARK DAVID ZAVANELLI
BRIAN ROBERT LIDEN
ASU GREER
JEISIER RAUL GONZALEZ
Emily Rebecca Suazo
ELIZABETH BIRDIE STEWART
RICHARD G. BERARDO
MANISH MEHTA
JERREY ALAN THURSTON
PRANJAL ASHOK MEHTA
Brian Christopher Hughes
ASHLEY H LAUBACH
HEATHER R MOUNT
Alison Barnes
Justin William Smith
Gabriela Alexandra Mercado Burgos
Amit Patel
Christopher Angelo DiFelice
Bradford Jones
Carlos Jose Matos
JOHN OWEN RIGGLE
WINNONA MARIE GRABE
GIOVANNA NEGLIA TESTONI
Jared Pillar
COREY JOHN DANGELO
Samuel Glickman
DAVID EUGENE WALKER
JAMES FLEMING SMALLEY
GEORGE MITCHELL SCHRENK
BORIS PERESECHENSKY
JERALD PAUL MENOZZI
SAM ROSS BELLAMY
SHELLY D. WALTON
KEVIN PATRICK BARRY
DOUGLAS MICHAEL JARRARD
GREGORY S THOMAS
TIMOTHY M JERNIGAN
HERBERT ALLEN MILNER
GREGG RYAN CHAMPION
Robert Brian Kerns
WHITNEY H HAWKINS
JASON D MANISCALCO
MATTHEW W SCOTT
Anna Sime
Amber Renee Schrader
Brooke E Biddle
KENT ALAN AKINS
ANDREW DARROW SULLIVAN
MARK AUSTIN CLANCY
SHAHARAZADE ALLY KAYUME
CHRISTOPHER M JONES
MICHAEL MCCAUSLAND
JODI ANN UHRICK
MARK HENRY BOERSMA
KIET TUAN TRAN
ANDREW FERRELL FEINBERG
KRISTEN A BELLAMY
LORI L DUPLIS
MICHAEL W HARRIS
Lana Michelle Bull
ALEXANDER MAISURADZE
MATTHEW PAUL BARTOLOMEI
SAMUEL CARNES BOWYER
JOHN EDWARD ASHWORTH
Kimberly Marie Lastowicka
Maria Fernanda Mujica
Caroline B Prybyl
Jordan Dallas Scott
PATRICK JOHN LAWRENCE
ROBERT WILLIAM HARVIE
RICHARD JOSEPH SANFILIPPO
STEVEN M SCHELLING
MICHELE ALYSE FINLEY
Christopher C Pashley
PAUL A BROWN
DAVID SLATER ISAACSON
CHARLES WARREN WILLIS
TODD DONALD STEVENS
Debra Lynn Ebert
GEORGE F EDWARDS
MATTHEW MARC HAHN
ALLY M MONTEAGUT
Michael R Scheid
RICHARD WAY
MICHAEL THOMAS EICHNER
NATASHA CARSE
LUIS Gadiel ALVAREZ
Chyanne Katherine Roman
LOUIS ELTON FEINBERG
CLINTON ROBERT BALL
KATE P SWEENEY
NORMA IRIS SEPULVEDA
SCOTT ALAN BARR
Jonathan Lawrence
Trevor Lehane Mason
Mary M Byington
Tina Renee Miller
Christina Noel D'Elia
JOSE A CORREA
Marcelo Egea
DAVID CURRY CROSS
Manuel Enrique Bello
KHALID ABUSEIF YASIN
Julia M O'Mara
Daniel Womack
FRANK STUART BLACKARD
GARY TODD BAUMGARTEN
ROBERT ANDREW BURROW
ELIZABETH MEADE OWENS
HORACE GORDON OWENS
JOSEPHINE MARIA OLIVA
Carter Harrison Webb
ROBERT FREDRIK LEGENHAUSEN
PATRICK REID BUCHANAN
Thomas J Eisenhuth
SEAN GREGORY STEVENSON
LAUREN MARIE WRIGHT
MITCHELL REID HOUSER
GERRY ERNIE POWERY
ROBERT ECHOLS EMERSON
ADAM M GOLDSTEIN
Gerardo Daniel Forteza Garcia Barbon
PAUL LANSING HOLT
Charles Mike Lloyd
Gage Stevenson
LEWIS WADE BLALOCK
KEVIN LESLIE DEVOLVE
DARYL BROOKS EMERSON
TAMRA N BELL
JENNIFER LYNN HERZOG
STACEY HASKEN
VIRGINIA PAUL JOHANSMEYER
Michael LOUIS Dolle
NINA M (NEAL) KIRCHHOEFER
KATHERINE RUARK
ALECIA MISCHELLE DUPONT
GREGORY DUSEY
Kevin M Oser
HILLARY B KRAWCZYK
JULIE M BOLTON
Scott D. Abramson
John Miller
VALENTINA MERKULOVA
Elmer J Hernandez
Yadira P Garrido Gonzalez
Rodaisis Varela
ARTHUR D PRINGLE
DHANESPATTI TIWARI
MICHAEL HURSHEL COOK
MARYANN T MULHEARN
Ellen Norrie Fuller
MELISSA MONTIE DEVOLVE
Kevin E Barry
LOC P LE
PARKER HARRIS
MICHAEL GLANTZ
ErickMathieu TeixeiradeMello
Carlos J Leon
JOHN DAVID KIRCHHOEFER
Titian Austin
HOWARD EVANS HARRIS
maria juliana ramirez
KERRY A FARR
Benjamin W Devolve
Spencer Michael Mangum
FRANCESCA LEE GILCHRIST
KEITH J RAYMOND
SACHIN TRIVEDI
MARINA CAROLINA NICE
JOSEPH PERRY KELLY
MAYADA ALI SOUFAN
CHRISTINA HARTFIELD
Orlando Hercules Aska
JAMES AUGUST WESCHE
RENEE MARIE MALONEY
TAJUAN MARC MILLS
JONATHAN PATRICK FRASCARELLI
DANIEL LAWRENCE SHIF

Within 25 miles of Geneva, FL, Best Investors lists 262 registered investment advisory firms with 621 offices nearby, managing about $15.1T in combined regulatory AUM across 3,288,931 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 Geneva

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