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Best financial advisors in Magnolia Square, FL

Registered advisers within 25 miles of Magnolia Square, FL.

Offices
430
Firms
190
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,911,779 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FREEDOM FINANCIAL MANAGEMENT, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEVEL FOUR ADVISORY SERVICES
PNC WEALTH MANAGEMENT LLC
STRLEX
ARBOR PARTNERS INC
OTT FAMILY HOLDING
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
TOKENOVA, INC.
WELLS FARGO CLEARING SERVICES, LLC
MAYFAIR POINTE CAPITAL LLC

Investors

Ariel Dominguez
ROLLAND BASANT
Kevin J Dunleavy
DALE ALAN EDWARDS
Zuri Turner
Gregory SCOTT Baird
SLOAN D CHAMBLIN
Paige Brach
Christopher Joseph Brach
CHRISTOPHER RAYNE DUNNAVANT
CHRISTOPHER NEVILLE ISHACK
JAMES GOMATOS
DAVID E BURNS
Daniel A Valdes
LESLIE EDWARD GARRETT
Dennis Grieco
COLTON RANKEY
Annaliese Catherine Grissom
Edward Cleveland Grissom
KUAISHENG ZHAO
Kenton Scott
Kerry Lee Scott
Sandra Ramos
Devin Luis Crimzon
FABIO GARCIA
EMMANUEL SANTIAGO PEREZ
Kristin Ann Roegiers
Joshua F Ceravolo
Kaley Nichol Mora
JASON DEL VALLE
JOSHUA BOUSFIELD
Ricardo Cases
Ruy F Diaz Hernandez
JOHN JOSEPH SCHRAFF
CHRISTOPHER DAVID RAE
Roxanne Renee Natale-Vanblarcom
Fernando Andres Velandia

Within 25 miles of Magnolia Square, FL, Best Investors lists 190 registered investment advisory firms with 430 offices nearby, managing about $13.9T in combined regulatory AUM across 2,911,779 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 Magnolia Square

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