Best Investors Account Sign in

Best financial advisors in Glen Saint Mary, FL

Registered advisers within 25 miles of Glen Saint Mary, FL.

Offices
14
Firms
7
Combined AUM
$5.39T
Firm-wide filings, not assets booked only here
Clients
278K
278,255 clients when Item 5C has a number
Avg / client
$19.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GULFCOAST FINANCIAL SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ADVISERS LLC

Investors

JACOB CARVER
LETICIA PONCE OLEKSY
Matthew Scott Putney
CLARENCE EWELL BROWN
ANGELA COOPER OGLESBY
LAUREN ASHLEY BEADLES
TAMMY DENISE HALL
Philip John Moses
CHARLES DAVID COWEN
Erin Moses Spiwak
Katie Rene Sessions
Christy Royal Milligan
MATTHEW GUY DYAL
Courtnie Ann Douglas
Joshua J Hansen
JOHN GERSON KUYKENDALL
Robert Wayne Woodard
Shawn David Michael Chapman
Lance Wade Drawdy
Tristen Morgan
Annette Marie Bowald
Brittany Bowald
Noah P Janda
DAMIAN TYLER FERGUSON

Within 25 miles of Glen Saint Mary, FL, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $5.39T in combined regulatory AUM across 278,255 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 Glen Saint Mary

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 GULFCOAST FINANCIAL SERVICES, INC. 1 advisers $76.9M AUM