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Best financial advisors in Homosassa, FL

Registered advisers within 25 miles of Homosassa, FL.

Offices
79
Firms
25
Combined AUM
$8.48T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,072,462 clients when Item 5C has a number
Avg / client
$7.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
GRADIENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GIBBS WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
KOVACK ADVISORS, INC.

Investors

Gerald Edward Gruber
MATTHEW SCOTT STEGMAN
Mark Allan Augustsson
Brandon Fox
JOSEPH KYLE RETTIG
HENRY EDWIN SLY
JOSEPH ROBERT RETTIG
STEVEN WILLIAM HOLLAND
Kristen M Daniel
ROBERT E SCHLUMBERGER
TRACY MARIE ALM
CAROLYN E CAFFEE
AMY MARIE McLaughlin
JOHN FITZGERALD GRECCO
ROBERT JAMES PITZER
Andrew John Breese
Mathew Edwin Witherow
Phillip Craig O'Dell
John Wesley Selby
James McConnaughey
James W Park
MARK JOHN O'CONNELL
JAMES DANIEL SEGOVIA
JARRETT ANDREW KRIENES
RYAN PAUL LANNING
Justin Scott Brashear
Shannon D Vinsonhaler
MICHAEL SHAWN HADDIGAN
AMY MARIE DELAPAZ
DANIEL LAWRENCE SULLIVAN

Within 25 miles of Homosassa, FL, Best Investors lists 25 registered investment advisory firms with 79 offices nearby, managing about $8.48T in combined regulatory AUM across 1,072,462 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

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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