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Best financial advisors in Gibsonia, FL

Registered advisers within 25 miles of Gibsonia, FL.

Offices
150
Firms
60
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,410,063 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ALPHA ADVISORS, LLC
INVST, LLC
AE WEALTH MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
VICUS CAPITAL, INC.
CORE WEALTH ADVISORS, INC.
MORGAN STANLEY
CPS INVESTMENT ADVISORS
CETERA INVESTMENT ADVISERS LLC
JAMES I. BLACK & COMPANY
WELLS FARGO CLEARING SERVICES, LLC

Investors

Paul Evans
Matthew Ebelio Lausell
Josh Beardsley
Nicholas Richard Menzies
Brandon Jorge
TODD NELSON BARROW
Chila Madrid Wendle
Christopher S Spear
MATTHEW JOHN ANTOS
CARL CROFFARD DOCKERY
ANDREA SPIESSL DOCKERY
SHANNON G HILL
JOEL DAVID THORNTON
Ryan Conrad Bates
Karim SADRUDIN Premji
JOHN ALEXANDER CRAIG
JAMES T NORTHRUP
Heather B Craig
KRISTHIAN ENRIQUE ESTRADA
Otavio Peruzzo
CONNER HAMILTON WEBER
Samuel John Ryder
ANTHONY IANNUCCI
PAUL M PATTERSON
DAVID ANDREW JOHNSON
Linda L McMahan
SCOTT DAVID ERICKSON
Michelle DRAKE Sherwood
STANLEY SOUTO PORFIRIO
Christopher Nichollas Macceo Hill
JOHN MICHAEL HALL
STEVEN KEITH HARRIS
ROY KEITH DELOACH
Benjamin Paul Greenman
CHARLES TAYLOR FOSS
NATHAN HAROLD DUNHAM
PAUL RICHARD WEAVER
MICHAEL JOHN EHLENBECK
Haley Lynn Tonge
Heath Randall Clevenger
ANDREW TAYLOR FOSS
MICHAEL EDWARD SCOTT
Kenneth Galen Moore
Derek Declan Dimond Stross
HOLLY JANE DUNBAR
Alicia J Jones
DIANA LYN WETHERINGTON
BENJAMIN M CRUM
ANGELA J GAUTHIER
KURT JAMESON HARVEY
Jeffrey R Clements
MICHAEL WILLIAM TAMNEY
DAVID HAMILTON HOOKS
Marcelo Tebet Filho
WADE LAWRENCE HARVEY
CHRISTOPHER LYNN TYNDALL
PATRICK EGAN GAUTHIER
Kelley Christopher Wilson
RACHAEL ALLISON SAVINON MOTA
PETER CHARLES GOLOTKO
DEREK MICHAEL OXFORD
NOLEN BRYAN BAILEY
ANTHONY MARIO CORRAO
RYAN PATRICK HIGGINS
Robert Mark Eckenroth
Sterling Jackson Searcy
MICHAEL AARON RISKIN
ERIC J JACKSON
TAMARA L Jemison
Richard David Bernard
GARY ELDON CLARK
THOMAS CHRISTOPHER LLOYD
GERALD LEROY BLACK
JOHN MORGAN CHRISTIAN
RANDALL DEAN ANDERSEN

Within 25 miles of Gibsonia, FL, Best Investors lists 60 registered investment advisory firms with 150 offices nearby, managing about $10.3T in combined regulatory AUM across 2,410,063 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 Gibsonia

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