Best financial advisors in Lawtey, FL

Registered advisers within 25 miles of Lawtey, FL.

Offices

36

Firms

19

Combined AUM

$6.41T

Firm-wide filings, not assets booked only here

Clients

943K

943,230 clients when Item 5C has a number

Avg / client

$6.79M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

1168 SOUTH 6TH STREET
MACCLENNY, FL 32063

11.1 miles away

LPL FINANCIAL LLC

350 N TEMPLE AVE
STARKE, FL 32091

11.1 miles away

EDWARD JONES

131 South Walnut St
Starke, FL 32091

11.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

531 S 6th St Ste C
Macclenny, FL 32063-2605

11.7 miles away

EDWARD JONES

474 S 6th Street
MacClenny, FL 32063

11.7 miles away

LPL FINANCIAL LLC

2762 BLANDING BLVD
MIDDLEBURG, FL 32068

STATE FARM INVESTMENT MANAGEMENT CORP.

2067 Palmetto Street
Middleburg, FL 32068-5151

14.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

8300 MERCHANTS WAY
JACKSONVILLE, FL 32222

17.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

9542 Argyle Forest Blvd #12
Jacksonville, FL 32256

17.9 miles away

EDWARD JONES

7855 ARGYLE FOREST BLVD UNIT 904
JACKSONVILLE, FL 32244-7707

20.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

589 Blanding Blvd
Orange Park, FL 32073

21.5 miles away

J.P. MORGAN SECURITIES LLC

2293 Kingsley Ave
ORANGE PARK, FL 32073

21.9 miles away

TRUIST ADVISORY SERVICES, INC.

296 BLANDING BLVD
ORANGE PARK, FL 32073

LPL FINANCIAL LLC

7795 103RD STREET
JACKSONVILLE, FL 32210

BLACK CREEK WEALTH MANAGEMENT, LLC

2719 SHADE TREE DRIVE
FLEMING ISLAND, FL 32003

22.4 miles away

LPL FINANCIAL LLC

500 GREEN WAY
KEYSTONE HEIGHTS, FL 32656

22.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1555 KINGSLEY AVE STE 304
ORANGE PARK, FL 32073

AMERIPRISE FINANCIAL SERVICES, LLC

414 Old Hard Rd Ste 102
Fleming Island, FL 32003

23.3 miles away

EDWARD JONES

1550 BUSINESS CENTER DR STE A
FLEMING ISLAND, FL 32003

23.5 miles away

ADVISOR SHARE WEALTH MANAGEMENT, LLC

1505 Vineland Circle Unit C
Fleming Island, FL 32003

23.6 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

TRUIST ADVISORY SERVICES, INC.

BLACK CREEK WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Investors

MATTHEW GUY DYAL

Courtnie Ann Douglas

LETICIA PONCE OLEKSY

Matthew Scott Putney

RICHARD SCOTT MORRIS

Shawn David Michael Chapman

Annette Marie Bowald

Brittany Bowald

Frank Michael Meininger

RUSSELL ALLAN VORHIS JR.

Hansford Matthew Sasser

Raeanne McCarty

CORY MATTHEW SHRADER

CHRISTOPHER R MALPHURS

JESSICA LEADELL COOK

PAUL JONATHAN STREETER

ROSE MARY ELLISOR

Wendy Janisch Wolfe

Michael Alexander Boudreaux

Neal Franklin McDaniel

Natalie Haskins

CLIFFORD JONATHAN CAMARDA

Within 25 miles of Lawtey, FL, Best Investors lists 19 registered investment advisory firms with 36 offices nearby, managing about $6.41T in combined regulatory AUM across 943,230 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 Lawtey

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM