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Best financial advisors in Golden Oak, FL

Registered advisers within 25 miles of Golden Oak, FL.

Offices
648
Firms
263
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,281,788 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL MANAGEMENT NETWORK INC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CWM, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

Investors

MATTHEW SCOTT MERWIN
William Portage Schwemlein
JOSHUA WAYNE WYATT
DANIELLE GUZMAN
JANICE ADELAIDE RATHMAN
DAVID RICHARD WIERCINSKI
CAROL ANNE CULLEN
RANDALL A HOLMQUIST
Svetlana Light
ALEXANDER CADAVID HERNANDEZ
Marina Z Gill
Justin Moreno
CODY WILLIAM BERTOGLIO
Kevin McNair
Caleb Chapman
Brian Cary Russell
Isabel Linda Dueri
JEREMY ARTHUR HANDLEY
Kristi Glover
DREW MOOMAW
LEE JULIAN BLACKWELL
SARAH CATHERINE HERNDON
RACHELL DAWN LAVASSEUR
WILLIAM EDWARD KEENAN
Samantha Crouse Philip
Amanda Diaram Ramtahal Mendez
DREW J WALTERS
SINDY CANIZALES WALTERS
STEVEN BRADLEY ANDERSON
JOEL ALAN LARSEN
Nicholas Andrew McTurk
Daniel Aaron Smith
David S Pieronowski
Nicholas D Johnson
THOMAS ALLEN BRAY
Thomas Dalton Bray
ERIC PETER CARLSON
Ethan Stone Vanz
ROCCO FRANK ENGLISH
DAVID MICHAEL MURPHY
GREGORY MORRIS BEARDSLEE
ERIC JAMES HOEBBEL
MATTHEW BERNARD HAUSHALTER

Within 25 miles of Golden Oak, FL, Best Investors lists 263 registered investment advisory firms with 648 offices nearby, managing about $14.7T in combined regulatory AUM across 3,281,788 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 Golden Oak

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