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Best financial advisors in Keystone Heights, FL

Registered advisers within 25 miles of Keystone Heights, FL.

Offices
27
Firms
14
Combined AUM
$3.25T
Firm-wide filings, not assets booked only here
Clients
377K
376,644 clients when Item 5C has a number
Avg / client
$8.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
MARCHAND FARIES FINANCIAL MANAGEMENT, INC.
PEAK FINANCIAL PLANNING

Investors

MICHELLE MARIE RAFFERTY
PORFIRIO EDUARDO PEREZ
THOMAS R TURK
JAY ANDREW FUNYAK
Michael Alexander Boudreaux
Neal Franklin McDaniel
Natalie Haskins
CHRISTINE HELMS
JANE ELIZABETH MARCHAND
STEPHEN TERRY FARIES
Jack Edward Strube

Within 25 miles of Keystone Heights, FL, Best Investors lists 14 registered investment advisory firms with 27 offices nearby, managing about $3.25T in combined regulatory AUM across 376,644 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 Keystone Heights

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM