Best Investors Account Sign in

Best financial advisors in Jena, FL

Registered advisers within 50 miles of Jena, FL.

Offices
17
Firms
10
Combined AUM
$2.95T
Firm-wide filings, not assets booked only here
Clients
249K
249,195 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GRIFFIS ASSET MANAGEMENT COMPANY, LLC
SMITH ASSET MANAGEMENT CO., LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS

Investors

LISA R McPherson
JOHN BYRON POORE
Cory Gene Taylor
Misty Spring Rhoden
Edward Reese Pitts
Kathryn McLeod Lancaster
STANLEY H GRIFFIS
Benjamin Caleb Smith
Stephen Joseph Smith
TAYLOR JAMES SIEMON
JORDAN J BARELA
Adam Coates Walker
Patrick Gerard Foran
DANIEL DOUGLAS ETHERIDGE
DEREK EVERETT LOADHOLTZ
CYNTHIA DARLENE ROBINSON
DORRIE KNIGHT ESPOSITO
Ciera Butts
Stephanie Lynn Baker-Estrella
Christopher Travis Henry
Thomas Hunter Abercrombie
CYNTHIA LYNN WATSON
EVEST JAMES MCQUAIG
ERNEST ARTHUR WATSON
THOMAS R TURK
HERMAN GUNTER
HERMAN GUNTER

Within 50 miles of Jena, FL, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $2.95T in combined regulatory AUM across 249,195 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 Jena

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 INDEPENDENT FINANCIAL PARTNERS 330 advisers $16.3B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 TD PRIVATE CLIENT WEALTH LLC 542 advisers $8.57B AUM