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Best financial advisors in Monticello, FL

Registered advisers within 25 miles of Monticello, FL.

Offices
109
Firms
58
Combined AUM
$9.70T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,422,747 clients when Item 5C has a number
Avg / client
$4.00M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
SMITH BRUER
PARK AVENUE SECURITIES LLC
TALLAHASSEE FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
WEALTH MANAGEMENT CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
CENTAURUS FINANCIAL, INC.
CALTON & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SOUTHEAST ASSET ADVISORS, LLC
MML INVESTORS SERVICES, LLC
LEVEL FOUR ADVISORY SERVICES
EAGLE STRATEGIES LLC

Investors

BRENT DAVID FACEMIRE
Robert James Davison
Trent Bish Roberts
RENE LOUIS BRUER
JOSEPH ALEXANDER SUNDAY
Canyon Lee Gray
GEORGE MARSHALL SMITH
STEVEN MICHAEL HIRAGA
Elizabeth Bruer
EDMOND WAYNE BRADBERRY
ERIC DAVID LUALLEN
APRIL R SCHOEN
TIMOTHY PAUL MAJORS
SUZAN RENEE HUNTER
Jerrett Kandzer
JOHN H CURRY
ROBERT CLAUDE STUYVERSON
STEPHEN D AUSTIN
WILLIAM STUART HORAK
Joshua Alexander Clifford
Ryan Stuart Horak
TODD MITCHELL HARPER
ANDREW JOSEPH BASCOM
Jacob Michael Daus
James Cunha Balarezo
James Harvey Gillard
Nicholas Joseph Pellito
BRIAN WESLEY URBAN
STEPHEN LANCE MITCHELL
William David Saunders
LIBERT CROSS WARREN
DAVID GLYNN TYSON
Philip James Ambrose
MARC A ALVIS
ELIOT SOLON ROSENBERG
Scott William Reardon
FRANK JOHN MERCER
DAVID MARK FLETCHER
CHARLES BRADFORD JACKSON
DAVID W GRULICH
Heather Shiver
ROBIN K VERNON
DANIEL ISAIAS RODRIGUEZ
Sherwood L Brown
Mark Logan Null
ALAN REED NULL
ERIC RYAN NULL
James Andrew Garcia

Within 25 miles of Monticello, FL, Best Investors lists 58 registered investment advisory firms with 109 offices nearby, managing about $9.70T in combined regulatory AUM across 2,422,747 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 Monticello

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM