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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
IQ PORTFOLIOS
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
VANDERBILT ADVISORY SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.
AMERITY WEALTH MANAGEMENT, LLC
TD PRIVATE CLIENT WEALTH LLC
SPC
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.

Investors

Rodney Gordon Talbot
RONDA JEAN WILSON
Cody Michael Cervellera
Anoop Raghu Nath
ANDRES ORTIZ
Linda J Bennett
SARAH LOUISE PAYNE
POLLY M WATSON
BRIAN J PANZELLA
Jeananne Carol Niemann
Brittani Tilley
ANGELA DAWN HUGHES
JULIE BIVINS RILEY
TRACY MCINTYRE BELTON
CESAR RAFAEL OTERO
DAVID HARRY DAGOSTINO
MARGARET A HARCAR
JOHN ANDREW ROMANO
FRANKIE RICARDO BRIN
Stephany Arlene Slysofski
CHRISTOPHER LEE STADLER
MICHAEL FARAJ
DANIEL CHRISTOPHER ZEBROWSKI
ELAINE ANN SEAQUIST
DAVID RICARDO RODRIGUEZ LOZADA
FREDRICK GRANTHAM TRIBBLE
J J HEATON
George Edward Mathis
MARC DAMON HALLICK
TYLER CURTIS JACKSON
JOHN RAYMOND IVORY
Amy A Gonzalez Thompson
CODY MARTIN MACIEJEWSKI
KAYLA DAVIS
Noel E Christian Brewer
Charles Byron Thompson
THEODORE LEON WHITE
ANDREA LEE PATRICK
WILLIAM ROMAIN SPELL
Olivia Simmons
Amy L Verzaal
Tyler J Carver

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