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Best financial advisors in Inverness, FL

Registered advisers within 25 miles of Inverness, FL.

Offices
174
Firms
61
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,435,800 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE CAPITAL MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
MODERA WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
KOVACK ADVISORS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRADIENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Ryan Jenkins
Scott Lynwood Lee
Brian Blake Fitzpatrick
Timothy Mack DeBruyn
KIRBY SPENCER MCDONALD
JARED KENNETH KIRBY
LISA C ESTEVES-DIXON
ROBERT SPENCER HOCKETT
NEIL VON MAHONEY
JOHN JOSEPH CEPARANO
GREGORY PAUL WHEELER
Alexander Lewis Bedford
MATTHEW L DAVIS
MICHAEL SHAWN HADDIGAN
JAMES DANIEL SEGOVIA
Cami J Plaisted
Brandon Fox
JOSEPH KYLE RETTIG
HENRY EDWIN SLY
JOSEPH ROBERT RETTIG
AMY MARIE DELAPAZ
DANIEL LAWRENCE SULLIVAN
GREGORY PERRONE
Mark Allan Augustsson
John Wesley Selby
James McConnaughey
James W Park
NATHAN LESLIE THOMAS
Justin Scott Brashear
Shannon D Vinsonhaler

Within 25 miles of Inverness, FL, Best Investors lists 61 registered investment advisory firms with 174 offices nearby, managing about $11.0T in combined regulatory AUM across 2,435,800 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 Inverness

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM