Best financial advisors in Holt, FL

Registered advisers within 25 miles of Holt, FL.

Offices

46

Firms

22

Combined AUM

$5.66T

Firm-wide filings, not assets booked only here

Clients

396K

396,167 clients when Item 5C has a number

Avg / client

$14.3M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

386 NORTH MAIN STREET
CRESTVIEW, FL 32536-9576

12.7 miles away

MOORS & CABOT, INC.

327 E. Hickory Ave
Crestview, FL 32536

12.7 miles away

KINGSVIEW WEALTH MANAGEMENT, LLC

301 South Ferdon Blvd Suite E
Crestview, FL 32536

12.9 miles away

PARK AVENUE SECURITIES LLC

492 TEXAS PARKWAY
CRESTVIEW, FL 32536

LPL FINANCIAL LLC

250 APLIN RD.
CRESTVIEW, FL 32539

13.2 miles away

PARK AVENUE SECURITIES LLC

898 NORTH FERDON BLVD
CRESTVIEW, FL 32536

13.5 miles away

EDWARD JONES

101 E 4TH AVE., Suite E
CRESTVIEW, FL 32539

13.9 miles away

CETERA INVESTMENT ADVISERS LLC

1301 INDUSTRIAL DRIVE
CRESTVIEW, FL 32539

DORGEOLIS CAPITAL LLC

5753 HWY 85 N PMB 2992
CRESTVIEW, FL 32536

14.3 miles away

PARK AVENUE SECURITIES LLC

5185 ELMIRA STREET
MILTON, FL 32570

16.8 miles away

PFS INVESTMENTS INC.

5205 DOGWOOD DR
MILTON, FL 32570

17.9 miles away

EDWARD JONES

5982 Berryhill Road Suite B
MILTON, FL 32570-4001

18.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5812 Highway 90 Milton, FL, USA, 32583
Milton, FL 32583

19.8 miles away

PLANMEMBER SECURITIES CORPORATION

8A BROOKS AVENUE
FORT WALTON BEACH, FL 32548

20.9 miles away

EAGLE STRATEGIES LLC

5702 PEBBLE RIDGE DRIVE
MILTON, FL 32583

WELLS FARGO CLEARING SERVICES, LLC

91 RACETRACK RD NW
FORT WALTON BEACH, FL 32547

21.6 miles away

D3 ADVISORS LLC

610 VERMONT AVENUE
FORT WALTON BEACH, FL 32547

21.7 miles away

LPL FINANCIAL LLC

105 LEWIS STREET STE 103-G
FORT WALTON BEACH, FL 32547

21.7 miles away

CETERA INVESTMENT ADVISERS LLC

4725 HIGHWAY 90
PACE, FL 32571

22.2 miles away

EDWARD JONES

4581 Watkins Street
PACE, FL 32571

22.3 miles away

Firms

LPL FINANCIAL LLC

MOORS & CABOT, INC.

KINGSVIEW WEALTH MANAGEMENT, LLC

PARK AVENUE SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

DORGEOLIS CAPITAL LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PLANMEMBER SECURITIES CORPORATION

EAGLE STRATEGIES LLC

WELLS FARGO CLEARING SERVICES, LLC

D3 ADVISORS LLC

Investors

Yvonne L Shanklin

JOE WILLIAM FAULK

Dustin Chandler Holloway

GEORGE EDWARD BORINSKI

PATRICIA KELLEY BORINSKI

BLAINE ROBERT TEW

JAMES BRENT CRAIG

Michael Alexander Listman

BESSANN H WATSON

RICHARD CALVIN MCCOOL

BENJAMIN David BOYD

MARGARITA VAZQUEZ

Michael Alexander Vazquez

ERIC BRANDON CABANISS

TOBIE ELLEN FLOYD

VIRGINIA AUDREY COOKE LIND

Randy Lee Wentz

JEREMY DANIEL REEDER

CATHLEEN SUSAN BROCK

Mary McCaslin Tinsley

JOSHUA LLOYD JONES

Derek Robert Park

Within 25 miles of Holt, FL, Best Investors lists 22 registered investment advisory firms with 46 offices nearby, managing about $5.66T in combined regulatory AUM across 396,167 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 Holt

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM