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Best financial advisors in Green Cove Springs, FL

Registered advisers within 25 miles of Green Cove Springs, FL.

Offices
289
Firms
113
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,144,216 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVILEGED PLANNING INC.
3 A&D LLC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BLACK CREEK WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
CAMARDA WEALTH ADVISORY GROUP
WELLS FARGO CLEARING SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

KENDAL ASHLEY FORDHAM
CLIFFORD JONATHAN CAMARDA
Wendell Chindra
CORY MATTHEW SHRADER
ROSE MARY ELLISOR
Wendy Janisch Wolfe
JAY ANDREW FUNYAK
CHRISTINE HELMS
Michael Alexander Boudreaux
Neal Franklin McDaniel
Natalie Haskins
ERIC SCOTT GREGSON
Noah P Janda
RICHARD SCOTT MORRIS
ROBERT LAVON STRANGE
KARLE JOHN SIMMONS
Corey Loy Oliver
Anna Kathryn Wunderlich
Jeffrey Dylan Camarda
Niklas Lyle Brusen
KIMBERLY ANN CAMARDA
THOMAS RAZZANO
Forrest Gabriel Knopps
Ljubisa Vrcelj
JEFFREY MICHAEL FRANKLIN CAMARDA
Heather Lauren Wright
Mitchell Lee Wright
CHRISTINE DANYELL CALDWELL
ULRIKE ANN LYON
Devlin Douglas Root
Nicholas S Poe
DIPEN ANILKUMAR PATEL
KRISTJAN PREKA
Ronald Leon Barteau

Within 25 miles of Green Cove Springs, FL, Best Investors lists 113 registered investment advisory firms with 289 offices nearby, managing about $10.7T in combined regulatory AUM across 2,144,216 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 Green Cove Springs

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 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