Best financial advisors in Mims, FL

Registered advisers within 25 miles of Mims, FL.

Offices

120

Firms

47

Combined AUM

$6.73T

Firm-wide filings, not assets booked only here

Clients

1.20M

1,199,554 clients when Item 5C has a number

Avg / client

$5.61M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

5 MAIN STREET
TITUSVILLE, FL 32796-0000

EDWARD JONES

815 SOUTH WASHINGTON AVENUE SUITE 101
TITUSVILLE, FL 32780-4200

OSPREY MONEY MANAGEMENT, LLC

918 S. WASHINGTON AVENUE
TITUSVILLE, FL 32780

AMERIPRISE FINANCIAL SERVICES, LLC

1108 S WASHINGTON AVE
TITUSVILLE, FL 32780-4234

CETERA INVESTMENT ADVISERS LLC

1415 S. WASHINGTON AVENUE
TITUSVILLE, FL 32780

STATE FARM INVESTMENT MANAGEMENT CORP.

1625 S WASHINGTON AVE Suite C
TITUSVILLE, FL 32780

J.P. MORGAN SECURITIES LLC

2035 Cheney Hwy
TITUSVILLE, FL 32780

10.6 miles away

CETERA INVESTMENT ADVISERS LLC

905 CHENEY HIGHWAY
TITUSVILLE, FL 32780

CETERA INVESTMENT ADVISERS LLC

203 COACH CLUB DR
Titusville, FL 32780

11.9 miles away

EDWARD JONES

1890 W COUNTY RD 419 STE 1050
OVIEDO, FL 32765-4402

15.5 miles away

TRUIST ADVISORY SERVICES, INC.

1880 W COUNTY ROAD 419
OVIEDO, FL 32765

15.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

1825 E BROADWAY ST
OVIEDO, FL 32765

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1555 E MITCHELL HAMMOCK RD
OVIEDO, FL 32765

16.1 miles away

EDWARD JONES

1221 E Broadway St Ste 1021
OVIEDO, FL 32765

16.4 miles away

J.P. MORGAN SECURITIES LLC

315 S Avalon Park Blvd
ORLANDO, FL 32828

17.4 miles away

REGAL INVESTMENT ADVISORS LLC

428 N Central Ave
Oviedo, FL 32765

17.5 miles away

EDWARD JONES

30 ALEXANDRIA BLVD SUITE 1000
OVIEDO, FL 32765

17.7 miles away

J.P. MORGAN SECURITIES LLC

3 ALAFAYA WOODS BLVD
OVIEDO, FL 32765

17.7 miles away

LPL FINANCIAL LLC

261 PLAZA DR., STE B
OVIEDO, FL 32765

17.9 miles away

LPL FINANCIAL LLC

130 REMINGTON DR STE 1012
OVIEDO, FL 32765

Firms

OSPREY MONEY MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

TRUIST ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

REGAL INVESTMENT ADVISORS LLC

LPL FINANCIAL LLC

Investors

Deborah Evelyn Brackett

Kelly Tobin Hernandez

Casey Aaron Crouch

AARON MARSHAL WADE

Foster Martin Lytle

Karl Phillip Youmans

Kerry Bryan Kennedy

MICHAEL PAUL GUARINO

STANLEY EUGENE RETZ

KIMBERLY SUZANNE STEELE

CHRISTINE MARIE HELSEL

Blake Lindquist

SAM JOSEPH HNILICKA

DANIEL JOHN RIVERA

JOHN MARTIN NICKLAS

Bruce Edward Kavenagh

CHRISTOPHER WILLIAM CAMPOS

CRAIG ADAM COOPERSMITH

Alejandro Seferino Richardson

Michele Butera Rivera

Raisa Cathleen MacLeod

Juliana Salazar Rojas

Hunter Kenneth Reddick

Veronica Woodard

Jason A. Rosado

Robert Stafford

SCOTT REYNOLDS NICKERSON

BRANDON JEFFREY WATERS

Within 25 miles of Mims, FL, Best Investors lists 47 registered investment advisory firms with 120 offices nearby, managing about $6.73T in combined regulatory AUM across 1,199,554 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 Mims

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM