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Best financial advisors in Homosassa Springs, FL

Registered advisers within 25 miles of Homosassa Springs, FL.

Offices
72
Firms
23
Combined AUM
$7.07T
Firm-wide filings, not assets booked only here
Clients
883K
883,296 clients when Item 5C has a number
Avg / client
$8.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MODERA WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Cami J Plaisted
GREGORY PERRONE
Ausra York
BARBARA LYNN STETZKO
ROBERT SPENCER HOCKETT
NEIL VON MAHONEY
JOHN JOSEPH CEPARANO
GREGORY PAUL WHEELER
Alexander Lewis Bedford
MATTHEW L DAVIS
KIRBY SPENCER MCDONALD
JARED KENNETH KIRBY
LISA C ESTEVES-DIXON
Scott Lynwood Lee
Brian Blake Fitzpatrick
Ryan Jenkins
Timothy Mack DeBruyn
Angela M Oestreicher
BRENDA J MARSHALL
Anna A Swartz
Tonia L Warncke
DEBORAH J. MOEN
CHAD MICHAEL ROWLAND
ERIN KAYE REY
JUDITH GRECO
PATRICK SHANE FITZPATRICK
DANIEL LAWRENCE SULLIVAN
JOSEPH DI VINCENZO
Broc Avery Valdez
Richard Luigi Shaw
DAVID BRUNING GHINGHER

Within 25 miles of Homosassa Springs, FL, Best Investors lists 23 registered investment advisory firms with 72 offices nearby, managing about $7.07T in combined regulatory AUM across 883,296 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 Homosassa Springs

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