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Best financial advisors in New Pt Richey, FL

Registered advisers within 25 miles of New Pt Richey, FL.

Offices
683
Firms
216
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,291,210 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

FISHER INVESTMENTS
ALTIUM INVESTMENT STRATEGIES LLC
ACCURATE WEALTH MANAGEMENT, LLC
PATIENT CAPITAL HOLDINGS, LLC
SINGER WEALTH ADVISORS LLC
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION
U.S. BANCORP ADVISORS, LLC

Investors

JACOB WOLFE
MICHAEL VITO GIGANTELLI
Zackery Parks
WILLIAM CHRISTOPHER THRASHER
JOSHUA GERDEMAN
Garrett Mitchell Mooney
Kathleen R Merriman
Andrew Cabrera
Matthew Shim
MATTHEW SALCEDO
GREGORY Maximillian MCGRATH
ANDRES BENJAMIN SCHUMACHER
Jade Alexandra Bartlett
CHRISTOPHER PEDRO
Stephen Staton
BLAKE FIELDS
Jonathan Koenig
Donavyn Taylor Munoz
Alex Nohra
John Barnett Bland
Shaun Neiman
CLAUDIU A. BARBOS
JONATHAN DAVID HOWARD
BRANDON J CROMER
ROBERT B SCOTT
DEREK ALLEN WILKES
Kyle M Lonsinger
Ross David Taylor
BRIAN MATTHEW GRECO
Maddison R LONG
Keith Brown Woomer
David Goldin
Adam Robert Leone
Griffin Joseph Guinta
Ricky Black
WILLIAM JOSEPH COOPER
Patricia MichelleHeaton Parker
NATHAN CAMPBELL HELMS
Trevor T Taylor
ERIC THOMAS LING
Brian Stephen George
JOHN Joseph DITRANI
MICHAEL FRANCIS SINICOLA
Maxwell T Azzarelli
MATHEW WAYMIRE
ELIZABETH C BERTELSEN
ROGER CLAYTON DAVIS
CAROLYN BUTLER HOWARD
ROBERT VINCENZO LEONE
KONSTANTINOS GOTSIS
PATRICIA HAGAN MAY
PAUL JAMES O'GRADY
Dawn Annette Steinert
BRYAN JOSEPH HAMER
DANIEL JAMES MARKESE
Samantha Renee Gyeszat
RICK ORIN HELBING
KENNETH JOSEPH MCGUIRE
Gregg Arthur Guinta
GERARD EUGENE CLARK
GEORGE T. MACALLISTER
JOHN DAVID WALKER HILL
Brett Michael Maggard
Mohammad Abood
Johnathon S Ho-On
ALEXIA PAROZ YOUNG
DAVID L ELLIS
Rada G Hayes
Cara Marie Russell Zambella
Keith Nader Fakhoury
Marcia Virginia Nehall

Within 25 miles of New Pt Richey, FL, Best Investors lists 216 registered investment advisory firms with 683 offices nearby, managing about $14.2T in combined regulatory AUM across 3,291,210 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 New Pt Richey

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