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Best financial advisors in Hernando Beach, FL

Registered advisers within 25 miles of Hernando Beach, FL.

Offices
136
Firms
44
Combined AUM
$7.71T
Firm-wide filings, not assets booked only here
Clients
1.97M
1,965,792 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

OPTIVISE ADVISORY SERVICES LLC
J. W. COLE ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
AE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DOUGHERTY INVESTMENT ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC

Investors

JENNIFER MEGAN SCHERER
MELISA MAE LLOYD
KRISTI LYNN BAILEY
FRANK CARMEN ZITO
JAVIER ENRIQUE PASCUAL IMBERT
KAREN ELIZABETH RELYEA
HOLLY SHARON PRICE
SCOTT DOUGLAS PUGAN
Kelly Beier
BRIAN A KARAHALIOS
SHANE MICHAEL STRATTON
ANTHONY JOHN RUSSO
HOPE LYNN DURYEA
JOSEPH ROBERT RETTIG
Basil George Allison
JOSEPH K HOFMEISTER
RYAN PATRICK MCCLELLAND
Michael John Rossetti
RYAN B SAXE
MARK ALTON SONNIER
JOHN ARCHER DOUGHERTY
Seann Archer Dougherty
Patrick Anthony Manconi
Laura L Hickman
JOHN W MCCULLOUGH
JOSEPH ROBERT WESTON
RICKY BARLOW
Racheal Nichole Freeman
Katie Elizabeth King
KYLE AARON BENITEZ
RUSSELL MARTIN BRANDER
STEVEN GRIFFITH
Charles M Hickman
Timothy R Martin
Troy Verie Spence
Anna A Swartz
Tonia L Warncke
Giovanni Ramirez Congiusto

Within 25 miles of Hernando Beach, FL, Best Investors lists 44 registered investment advisory firms with 136 offices nearby, managing about $7.71T in combined regulatory AUM across 1,965,792 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 Hernando Beach

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM