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Best financial advisors in Milam Dairy, FL

Registered advisers within 25 miles of Milam Dairy, FL.

Offices
1,480
Firms
825
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,313,921 clients when Item 5C has a number
Avg / client
$5.79M
Combined AUM ÷ clients

Nearby offices

Firms

VALLE FINANCIAL GROUP
OSAIC WEALTH, INC.
MARINER INDEPENDENT
MENDOZA PRIVATE WEALTH
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
OSAIC INSTITUTIONS, INC.
FUNDVIEWS CAPITAL, LLC
TRUIST ADVISORY SERVICES, INC.
CITIGROUP GLOBAL MARKETS INC.
FORGELIGHT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Investors

JAVIER J CONTRERAS
Guillermo Javier Gallegos Binder
CHRISTOPHER THOMAS BRADY
Mayelin Alvarez
IVAN MIGUEL MENDOZA
DANIEL LEWIS TASCIOTTI
Patricia Luis Molina
ERIC JOSE GARCIA
DIANA Soto
JORGE LEONEL BALLADARES
MARIA ANGELICA OLAVARRIA ALBAN
ALTAGRACIA J. PASTOR
YANIN SALGADO
JOSE MAURICIO LOPERA-GUEVARA
JULIO RAMON BETANCOURT
JORGE MENENDEZ
PAUL PEREZ
MICHAEL MONTES DE OCA
MARIA ISABEL CANCEL
Diana Alvarez
AZURY PUIG
ELEANA PINO
Marvin Felipe Garcia
Daniela P. Monnott
Victor Diaz
HERNAN P TAMAYO
LESLIE PATRICIA MONTES DE OCA
Brian Saba
JOSE ANTONIO GARCIA
Nancy Margarita Severino

Within 25 miles of Milam Dairy, FL, Best Investors lists 825 registered investment advisory firms with 1,480 offices nearby, managing about $19.2T in combined regulatory AUM across 3,313,921 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 Milam Dairy

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM