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Best financial advisors in Grant Valkaria, FL

Registered advisers within 25 miles of Grant Valkaria, FL.

Offices
179
Firms
75
Combined AUM
$9.39T
Firm-wide filings, not assets booked only here
Clients
1.29M
1,293,332 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
TACTICAL FINANCIAL PLANNING INC
FOUNDATIONS INVESTMENT ADVISORS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
FLORIDA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
ROSSBY FINANCIAL, LLC
OSAIC ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ARBOGAST FINANCIAL ADVISORS, LLC

Investors

Michael T. O'Brien
KERRY JEAN KIMMEL-GEIGER
Tasha Kou Shaheen
LINDA MARIE ROBERTS
Danielle Denise Douglas
Kaori Suzuki Fischer
Kyle Ferguson
JOE LINN RALEY
DANIEL JOHN RIVERA
Ryan Patrick Hill
BUSTER EUGENE BURKETT
Christopher Syngin Decker
JULIE MCCARTHY DECKER
PAUL FRANCIS MCCARTHY
Altair Stacey Watson
Colin M Roy
MASON Edward MCCORMACK
Patrick Reece Marr
Ember Savannah Lytle
Dallas Troy Stokes
Kimberly Michelle Sowell
James Christopher Sowell
KRISS WINSTON BRYAN
BRIAN JAMES WEST
SHEPARD ALAN BUCKMAN
Marissa Harris
JESSICA CLAIRE DILLON
Paige Linna Carlson
DAVID DRUMMOND OSBORN
CHRISTOPHER JOSEPH MARSICO
Briana Olivia D'Esposito
SCOTT ALLEN BLACKLEY
STEPHEN PAUL FLORIO
JOHN CHRISTOPHER ROY ANDREWS
ALAN RICHARD JOYCE
FRANCES ANN TOLER
MICHAEL TODD MARTIN
ANDREW JOHN EVANS
ALAN MICHAEL JOTKOFF
Ryan Philip Jotkoff
Paul Erwin Reeves
Douglas Allen Miller
ALEX DAVID DEANER
JEFFREY PAUL CADEN
MICHAEL OSBORN
NANCY BROOKS YOUNG
Daniel James Arbogast
MICHAEL LEE ARBOGAST

Within 25 miles of Grant Valkaria, FL, Best Investors lists 75 registered investment advisory firms with 179 offices nearby, managing about $9.39T in combined regulatory AUM across 1,293,332 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 Grant Valkaria

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM