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Best financial advisors in Julington Creek, FL

Registered advisers within 25 miles of Julington Creek, FL.

Offices
479
Firms
177
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,586 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
J. W. COLE ADVISORS, INC.
SHORELINE EQUITY PARTNERS, LLC
VANDERBILT ADVISORY SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SETTIAN CAPITAL LP
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINED EQUITY MANAGEMENT, INC.
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES & ASSOCIATES, INC.
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
HEADLAND CAPITAL

Investors

Austin Hnath
KAI-TING CHEEK
JOHN FRANCIS COMBS
Richard Andrew Sikorski
BRIAN SASAKI- SCANLON
JOHN MICHAEL MCCANN
Nicholas Barulic
Randall Levi Nakamura
MATTHEW ALAN HOLIBAUGH
Tiffany Marie Carrion
Ian J Baptiste
Kyle S Leiser
GARY CHRISTOPHER THOMPSON
Insley A. Edgar
Wade Robert Hoag
DONALD VINCENT DAVEY
Brooke Nicole Holden
Justin Dolan
Alexander Joseph Lovaglio
Ryan Hudson Jones
Victoria Lynn Tiehen
Charles William Gillingham
GAIL DARLENE SPINDLE
KELVIN MILLER
JOSEPH BENJAMIN STOREY
MARCUS CHRISTOPHER ROWE
Jeremy Hall
NATHANIEL EKBERG NUSZ
NICHOLAS COLON
John Francis Lynch
ARTHUR DUDLEY WAMPLER
Joshua D Miller
LARRY MICHAEL KIRK
ALLISON LANE CRICK
MONICA SALAMA
DOROTHY C REMY
STEPHEN MILLER PARKIN
Catherine LaPietra Stone
DAVID WHITTLE UPCHURCH

Within 25 miles of Julington Creek, FL, Best Investors lists 177 registered investment advisory firms with 479 offices nearby, managing about $14.2T in combined regulatory AUM across 2,777,586 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 Julington Creek

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM