Best Investors Account Sign in

Best financial advisors in Holiday, FL

Registered advisers within 25 miles of Holiday, FL.

Offices
924
Firms
318
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,391,111 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
1ST FINANCIAL LLC
COMMONCENTS WEALTH ADVISORS, LLC
GRADIENT INVESTMENTS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CSENGE ADVISORY GROUP, LLC
TRUVESTMENTS CAPITAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
SPC

Investors

DAVID ALLEN EVANS
JAMES MICHAEL NOTO
LEO CHARLES WAGNER
MICHAEL PATRICK PAUTAUROS
CHERYL LYNN MCCARTHY
NICHOLAS THAD SCHAAF
Katrina Naples
LEONARDO IRIZARRI
Nicolas Anthony Ranocchia
Jewmanna Mehasen
MICHAEL PRESTON CHAMBERS
Joseph Cannarella
Brian R Dugan
DYLAN TYLER AMOROSO
WILLIAM JOSEPH FAUCHER
SPIROS VASSILAKOS
Patrick Ryan McDermott
Ronald James May
Taylor May McDermott
JESSICA ELIZABETH STROH
BARRY L MOSS
Nicholas Anthony Bogdan
NICHOLAS ALEXANDER MANNS
MICHAEL JOSEPH COX
DANIELLE REIDY
Fahad Fazal

Within 25 miles of Holiday, FL, Best Investors lists 318 registered investment advisory firms with 924 offices nearby, managing about $17.7T in combined regulatory AUM across 3,391,111 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 Holiday

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM