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Best financial advisors in Georgetown, FL

Registered advisers within 25 miles of Georgetown, FL.

Offices
24
Firms
15
Combined AUM
$5.34T
Firm-wide filings, not assets booked only here
Clients
451K
451,243 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
J. W. COLE ADVISORS, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAPSTONE INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
JOHNSON WEALTH MANAGEMENT, LLC
CENTAURUS FINANCIAL, INC.
BROOKSTONE WEALTH ADVISORS, LLC

Investors

NICHOLAS SEAN GREER
SUSAN GAIL HELWIG
Natasha Harper
JOHN ARTHUR GINN
JAMES PHILIP NESHEWAT
JON ARON LIVINGSTON
GABRIEL OLEKSY
Ryan K Adams
Luke W Mutchie
Edith Lee Aldrich
JOHN TRENT HIGGINBOTHAM
JONATHAN KAHALLIL CHOEZ
ROBERT SCOTT WALL
KEITH ADAM WILTFONG
John J Skripko
ROBERT RUSSELL WALLS
ORLANDO NILES JOHNSON
BRETT F EWING
Ryan Larmann
Steven Michael Vasseur
Michael A Lapshin
JOHN MARTINI JANSEN

Within 25 miles of Georgetown, FL, Best Investors lists 15 registered investment advisory firms with 24 offices nearby, managing about $5.34T in combined regulatory AUM across 451,243 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 Georgetown

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM