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Best financial advisors in Morriston, FL

Registered advisers within 25 miles of Morriston, FL.

Offices
89
Firms
44
Combined AUM
$9.51T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,570,158 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUESDELL WEALTH, INC.
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
WEALTH WATCH ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
SIMPLICITY WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Christopher Robert Cahill
David Robert Nettles
Luis Alejandro Vera
Joseph Michael Federico
BRADLEY JAY EASOM
BRENDA LOUISE D'ARVILLE
DANIEL DOUGLAS ETHERIDGE
PAUL GRANT TRUESDELL
Brandon White
WILLIAM DAVIDSON MCLEOD
Anthony Montemurro
RAYMOND PATRICK OCONNELL
HUMBERTO CASTULO CRUZ-ORTIZ
MARINA VLADIMIROVNA VOBLIKOVA DAVIS
KEVIN ROBERT LEDZIAN
Alexander Elbert Green-Ortiz
AUSTIN KYLE VEALEY
Brian Wakefield
Armen Riley
Michael David Riley
Brody A Pierce
Jody E Schilling
Pamela D Grey
Derby Bernadel

Within 25 miles of Morriston, FL, Best Investors lists 44 registered investment advisory firms with 89 offices nearby, managing about $9.51T in combined regulatory AUM across 1,570,158 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 Morriston

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