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Best financial advisors in Mount Plymouth, FL

Registered advisers within 25 miles of Mount Plymouth, FL.

Offices
715
Firms
285
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,293,661 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
EVERSOURCE WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
FINIAT, LLC
GWN SECURITIES INC.
FINANCIAL LIFE DESIGNS LLC
VOYA FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CAPITOL SECURITIES MANAGEMENT, INC.

Investors

Joel Patrick Ingram
John Wesley Stewart
HEATHER CREWS BAKER
WENDELL DAVID MARSHALL
Joshua Neuville
Kyler David Reinhold
Alejandro Caceres
BRANDON G HILL
Joshua P Ainsley
John Gordon Smith
DALTON ROBERT GARRISON
Nicole Marie Wortsman
KIMBERLY LYNN VARNADORE
Madison Jane Hill
ROBERT RAY ROSS
LEAH MARIE BACKUS
NANCY ANN WILKINS
ELIZABETH MARIE BAKER
EDWIN ALICEA
GAROLD SCOTT CASTERLINE
Tyler Paul Jones
AUDREY WEHR JONES
SCOTT ALLEN BLINCOE
JOSEPH LAURO
MATTHEW PATRICK MURPHY
LAWRENCE WILLIAM NORDMANN

Within 25 miles of Mount Plymouth, FL, Best Investors lists 285 registered investment advisory firms with 715 offices nearby, managing about $15.1T in combined regulatory AUM across 3,293,661 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 Mount Plymouth

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM