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Best financial advisors in Middleburg, FL

Registered advisers within 25 miles of Middleburg, FL.

Offices
300
Firms
120
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,770,994 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLACK CREEK WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
CAMARDA WEALTH ADVISORY GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

RICHARD SCOTT MORRIS
Noah P Janda
Shawn David Michael Chapman
Annette Marie Bowald
Brittany Bowald
CORY MATTHEW SHRADER
RUSSELL ALLAN VORHIS JR.
Joey Meininger
Frank Michael Meininger
Hansford Matthew Sasser
ROSE MARY ELLISOR
Wendy Janisch Wolfe
CLIFFORD JONATHAN CAMARDA
LISA C ELKINS
Michael Alexander Boudreaux
Neal Franklin McDaniel
Natalie Haskins
JAY ANDREW FUNYAK
CHRISTINE HELMS
Wendell Chindra
ERIC SCOTT GREGSON
JESSICA LEADELL COOK
PAUL JONATHAN STREETER
ROBERT LAVON STRANGE
KARLE JOHN SIMMONS
Corey Loy Oliver
Anna Kathryn Wunderlich
Jeffrey Dylan Camarda
Niklas Lyle Brusen
KIMBERLY ANN CAMARDA
THOMAS RAZZANO
Forrest Gabriel Knopps
Ljubisa Vrcelj
JEFFREY MICHAEL FRANKLIN CAMARDA
ERIN V FOX

Within 25 miles of Middleburg, FL, Best Investors lists 120 registered investment advisory firms with 300 offices nearby, managing about $13.4T in combined regulatory AUM across 2,770,994 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 Middleburg

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