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Best financial advisors in Holder, FL

Registered advisers within 25 miles of Holder, FL.

Offices
133
Firms
55
Combined AUM
$9.54T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,572,558 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GRADIENT ADVISORS, LLC
KOVACK ADVISORS, INC.
GIBBS WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

GREGORY PERRONE
AMY MARIE DELAPAZ
DANIEL LAWRENCE SULLIVAN
Cami J Plaisted
Justin Scott Brashear
Shannon D Vinsonhaler
BRENDA LOUISE D'ARVILLE
BRADLEY JAY EASOM
John Wesley Selby
James McConnaughey
James W Park
Joseph Michael Federico
Kristen M Daniel
JAMES DANIEL SEGOVIA
Brandon Fox
JOSEPH KYLE RETTIG
HENRY EDWIN SLY
JOSEPH ROBERT RETTIG
Mark Allan Augustsson
MICHAEL SHAWN HADDIGAN
STEVEN WILLIAM HOLLAND
JOHN FITZGERALD GRECCO
ROBERT E SCHLUMBERGER
Andrew John Breese
MARK JOHN O'CONNELL
Timothy Mack DeBruyn

Within 25 miles of Holder, FL, Best Investors lists 55 registered investment advisory firms with 133 offices nearby, managing about $9.54T in combined regulatory AUM across 1,572,558 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 Holder

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