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Best financial advisors in Groveland, FL

Registered advisers within 25 miles of Groveland, FL.

Offices
177
Firms
65
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,612,248 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

BLUE JASPER CAPITAL LLC
BALLARD WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
JB MERIDIAN ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LEVEL FOUR ADVISORY SERVICES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Colin Stephen Myers
Grayson Price Bishop
TODD MICHAEL HECKMAN
Charlot Alexandre
John Carter Copeland
CHRISTOPHER EARL BALLARD
Michael Roger Schafer
David Gonzalez
NEVILLE ERIC MELVIN
HEATHER LYN THIES
Joshua Tyler Wintersdorf
Christopher Paul Boylan
JACK ALEXANDER KENNEDY
PETER VINCENT GIACONA
Daniela Isbet Martinez Lara
Kalli Diane Le Jeune
Sandra Esther Burgess
Timothy Eric Smith
James Robert Moulton
BRETT CANARELLI
BENNETT NICHOLAS SPARTZ
Yousuf Ghalayini
Anton Francis Lohn
SCOTT FREDERICK KEIBER
JEREMY HICKEY
RYAN ALLEN FRUTH
Eric Maurice Boylan
MICHAEL ANTHONY SPARTZ
Kenneth Eller
KARL JAMES KUCHMA
DONALD ANTHONY ACOSTA
Jarrod Robert Shoemaker
Francine Sherry Stessel
JOHN JOSEPH LOMBA

Within 25 miles of Groveland, FL, Best Investors lists 65 registered investment advisory firms with 177 offices nearby, managing about $11.0T in combined regulatory AUM across 2,612,248 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 Groveland

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM