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Best financial advisors in Newberry, FL

Registered advisers within 25 miles of Newberry, FL.

Offices
71
Firms
44
Combined AUM
$9.62T
Firm-wide filings, not assets booked only here
Clients
1.98M
1,979,102 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
LOWRY FINANCIAL ADVISORS
COMMONWEALTH FINANCIAL NETWORK
MAGNA VIS CAPITAL
FIFTH THIRD SECURITIES, INC.
ARS WEALTH ADVISORS
LENTZ ADVISORS
INDEPENDENT ADVISOR ALLIANCE, LLC
COPPELL ADVISORY SOLUTIONS LLC
YELLOWSTONE CAPITAL PARTNERS
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ASSET PLANNING
J.P. MORGAN SECURITIES LLC
LATHAM CAPITAL MANAGEMENT, LLC

Investors

Adam Coates Walker
Patrick Gerard Foran
CYNTHIA LYNN WATSON
EVEST JAMES MCQUAIG
ERNEST ARTHUR WATSON
THOMAS R TURK
Christina Lynn Ebey
DAVID PHILIP LERNER
JOSEPH EDWARD LOWRY
CALE BRANDEN FLAGE
JOSEPH EDWARD LOWRY
Michael Patrick D'Antonio
Jacob Luther
Jessica Michelle Marshall
JONATHON EDWARD VISSCHER
CAROLINE JENNINGS HOLLOWAY
SAMUEL NORRIS HOLLOWAY
FRANKLIN KRONE LENTZ
Franklin Krone Lentz
DARRIN JAMES MARKEY
BRANDON JOHN PETERSON
CHRISTOPHER WAYNE DODD
ANGELINA MARIE RAMSEY
ASHLEY ANN BANKS
Donna Marie Carroll
Katherine Anne Gross
Robert D Bonanno
MICHAEL WAYNE TURNER
Eric W Vallerand
Sheila Stephanie Gabrie Quinones

Within 25 miles of Newberry, FL, Best Investors lists 44 registered investment advisory firms with 71 offices nearby, managing about $9.62T in combined regulatory AUM across 1,979,102 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 Newberry

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM