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Best financial advisors in Holmes Beach, FL

Registered advisers within 25 miles of Holmes Beach, FL.

Offices
601
Firms
270
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,014 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

SETCHFIELD ASSET MANAGEMENT
OSAIC WEALTH, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TACTICAL INVESTMENTS
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SYNOVUS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

STEVEN TERRY SETCHFIELD
JAMES MICHAEL FRIERY
Walter Stern IV
Tod Lebeda
John M Campora
TYLER STEPHEN
Logan Huston Beal
Kathleen Jo Scholz
Janice French
Wesley Banks
Samantha I Fernandez
Matthew James Bower
DANIEL LATIMER GILMORE
DIKRAN JANUS KADAGIAN
PHILIP VANPELT GAUNTLETT
Rebecca Simonds McSwain
Brent A Van Eerden
JIM GERALD GERMER
Oscar Edwin Lopez Gutierrez
James Wayde Campbell
JOHN HOWARD ROBINSON
KRISTIN ANN CARTER
WILLIAM MARSH
RYAN MATTHEW YOUNG
THOMAS ALFRED WALSH
GARDNER SHERRILL
Isaac John Valley
TERRY EUGENE REHFELDT
VINCENT REHFELDT

Within 25 miles of Holmes Beach, FL, Best Investors lists 270 registered investment advisory firms with 601 offices nearby, managing about $15.0T in combined regulatory AUM across 3,116,014 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 Holmes Beach

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM