Best financial advisors in Milton, FL

Registered advisers within 25 miles of Milton, FL.

Offices

41

Firms

24

Combined AUM

$3.72T

Firm-wide filings, not assets booked only here

Clients

473K

473,148 clients when Item 5C has a number

Avg / client

$7.87M

Combined AUM ÷ clients

Nearby offices

PARK AVENUE SECURITIES LLC

5185 ELMIRA STREET
MILTON, FL 32570

13.3 miles away

EDWARD JONES

5982 Berryhill Road Suite B
MILTON, FL 32570-4001

13.3 miles away

PFS INVESTMENTS INC.

5205 DOGWOOD DR
MILTON, FL 32570

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5812 Highway 90 Milton, FL, USA, 32583
Milton, FL 32583

15.5 miles away

CETERA INVESTMENT ADVISERS LLC

4725 HIGHWAY 90
PACE, FL 32571

16.8 miles away

EDWARD JONES

4581 Watkins Street
PACE, FL 32571

16.9 miles away

EDWARD JONES

4620 SUMMERDALE BLVD
Pace, FL 32571

17.1 miles away

EAGLE STRATEGIES LLC

5702 PEBBLE RIDGE DRIVE
MILTON, FL 32583

17.5 miles away

EDWARD JONES

4637 CHUMUCKLA HWY
PACE, FL 32571

TURNER FINANCIAL GROUP, INC.

4366 5TH AVENUE
PACE, FL 32571-1810

18.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4612 Woodbine Rd
Pace, FL 32571

18.8 miles away

LPL FINANCIAL LLC

4497 WOODBINE ROAD
PACE, FL 32571

STATE FARM INVESTMENT MANAGEMENT CORP.

3814 Hwy 90
Pace, FL 32571

19.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

904 DOUGLAS AVENUE
BREWTON, AL 36426

22.6 miles away

CETERA INVESTMENT ADVISERS LLC

2475 E. Nine Mile Road Suite F
Pensacola, FL 32514

23.7 miles away

MOORS & CABOT, INC.

327 E. Hickory Ave
Crestview, FL 32536

23.7 miles away

LPL FINANCIAL LLC

386 NORTH MAIN STREET
CRESTVIEW, FL 32536-9576

23.7 miles away

PARK AVENUE SECURITIES LLC

492 TEXAS PARKWAY
CRESTVIEW, FL 32536

23.8 miles away

KINGSVIEW WEALTH MANAGEMENT, LLC

301 South Ferdon Blvd Suite E
Crestview, FL 32536

PARK AVENUE SECURITIES LLC

898 NORTH FERDON BLVD
CRESTVIEW, FL 32536

24.2 miles away

Firms

PARK AVENUE SECURITIES LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

EAGLE STRATEGIES LLC

TURNER FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MOORS & CABOT, INC.

KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

BESSANN H WATSON

RICHARD CALVIN MCCOOL

BENJAMIN David BOYD

Michael Alexander Vazquez

MARGARITA VAZQUEZ

ERIC BRANDON CABANISS

JOSHUA LLOYD JONES

Derek Robert Park

Sharhonda Lashae Owens

Randy Lee Wentz

JEREMY DANIEL REEDER

Michael Joseph Utke

Jacob L Singleton

SCOTT ALLEN KLAASSEN

Thavaselan Subramaniam

MOHAMMED SULTAN GHOURI

JOHN JOSEPH KOSTIC

JESSICA ANNE SCALLAN

RHETT LEE FENDLEY

John Shelby Cowling

Brent Evan Althauser

Yvonne L Shanklin

Dustin Chandler Holloway

JOE WILLIAM FAULK

Within 25 miles of Milton, FL, Best Investors lists 24 registered investment advisory firms with 41 offices nearby, managing about $3.72T in combined regulatory AUM across 473,148 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 Milton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM