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Best financial advisors in Havana, FL

Registered advisers within 25 miles of Havana, FL.

Offices
98
Firms
54
Combined AUM
$9.43T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,366,090 clients when Item 5C has a number
Avg / client
$3.99M
Combined AUM ÷ clients

Nearby offices

Firms

FBMC RETIREMENT SOLUTIONS, LLC
MATADOR FINANCIAL
EDWARD JONES
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GWN SECURITIES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RED HILLS CAPITAL, LLC
LPL FINANCIAL LLC

Investors

JUSTIN D KAWAR
Kelly Justin Kitchens
MATTHEW J CONIGLIO
RANDALL DUNCAN RUST
DENIS C NASH
JENNIFER TODD NASH
SUSAN DOXSEE FRISTOE
Zoe K Mitchell
BELINDA DAWN MITCHELL
AMELIA LANE EATON
Michael ANTHONY Tartaglia
Brooke W Harman
Clinton Douglas Alexander
Danielle Gereg
Charlotte Wilson
Michael A Robinson
LARA FINEBLOOM
MICHAEL CHARLES GRANT
ERIN ANNETTE TURNER
GRETCHEN L JONES
MARK ALEXANDER WEBB
KIM DIXON
Brady R Squires
Anthony Moas
Ina Blair Smith
ROBERT JEFFREY DICK
WILLIAM LESLIE ERVIN
CHRISTOPHER DAYTON JONES
Gary E Merriman
MARY KATHLEEN FISHER
Tony S Guerra
JAMES Leitch WRIGHT
Trevor J Mason
Zachary A Marks
Marshall F Wright
WILLIAM MARCUS BECK
JENNIFER LEE GERNERT RUPERT
Jayson J Thomas
Beau Combs
DANNY MICHAEL MURPHY
Kohlman R Minter
CHARLES LASKEY MINTER
CRYSTAL G MURPHY
FEDERICO GAMBINERI
WILLIAM SCHANDORF TWUM
CHARLES MARK HOPKINS
SYLVIA SCHULZ HORACK
SCOTT ANDREW HILTON
RYAN PATRICK BURK
TYLER JAMESON HUSTON
GEORGE DAVIS AVANT
NATHAN WAYNE SIMMONS
William Briggs Ellison
BRIAN WESLEY URBAN
KYLE GIBSON CRILOW
MICHAEL JOSH JORDAN
BRUCE R ROBERSON
MICHAEL JASON ROPER
AMY VIRGINIA PERRIN
GLORIA WOODFORD
ANURADHA IYER
CRAIG STEPHEN TOWNSEND
RICHARD MICHAEL OLEARY
Don Preston Hartshorne
BARBARA HUTCHERSON THORNTON
Joseph Matthew Edwards
BENJAMIN ALFONS WELTER
STEPHEN D AUSTIN

Within 25 miles of Havana, FL, Best Investors lists 54 registered investment advisory firms with 98 offices nearby, managing about $9.43T in combined regulatory AUM across 2,366,090 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 Havana

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 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