Best Investors Account Sign in

Best financial advisors in Greenville, FL

Registered advisers within 25 miles of Greenville, FL.

Offices
11
Firms
5
Combined AUM
$2.10T
Firm-wide filings, not assets booked only here
Clients
295K
295,011 clients when Item 5C has a number
Avg / client
$7.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.

Investors

James Arch Davis
Gary Cliffton Howard
DARRIN STUART COHEN
NATHANIEL CLYDE CRUCE
Robert James Davison
Trent Bish Roberts
BRENT DAVID FACEMIRE
Edward Reese Pitts
Cory Gene Taylor
Misty Spring Rhoden
JOHN BYRON POORE
LISA R McPherson
SCOTT GILLIAM RUSSELL

Within 25 miles of Greenville, FL, Best Investors lists 5 registered investment advisory firms with 11 offices nearby, managing about $2.10T in combined regulatory AUM across 295,011 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 Greenville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM