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Best financial advisors in Nokomis, FL

Registered advisers within 25 miles of Nokomis, FL.

Offices
478
Firms
220
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
1.85M
1,845,411 clients when Item 5C has a number
Avg / client
$7.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
FERRIS WHEEL FINANCE, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PEARSON FINANCIAL SERVICES
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FIDUCIARY CONSULTING GROUP, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
WEALTHPLAN PARTNERS
COMMONWEALTH FINANCIAL NETWORK

Investors

Sherry L Brenneman
Benjamin Krich
MARIA LUISA CLARE
Joshua M. Helton
TIMOTHY MICHAEL OHM
JONATHAN MICHAEL KOSMATA
KATHERINE LEE HYLAND MERCER
Jessica L Shular
OWEN A THIESSEN
Benjamin Martin
JOHN R STRAND
DAVID GORDON
STEPHEN JOHN PICAZIO
Gypsy L Daniel
AMY DEPRIESTER
Kara Cioffi
Travis Mann
Jules Todd Axelrod
Cornelius Bonner
Samuel I Stempler
JAY MATTHEW MCHARGUE
ALLAN GORDON THIESSEN
Samantha L Somers
TINA MARIE COLLELO
Terri Denise Nelson
Matthew Raymond Stephen
BRYAN WILLIAM BASTONI
TOUFIK JEBRANE BOUHAMID
CHRISTOPHER AARON NICHOLS
KRISTIN NELSON
ANASTASIOS KOURPOUANIDIS
BOGDAN KORSZEN
Julia Lynn Stalnaker
PERRY M KORSZEN
Paige Olin
Christy Kay Olin
Tyler Shambora
Maria Fernanda Vargas
Phebe S. Cosmo
STEPHEN WALTER WANVIG
THOMAS CHARLES TYLER
DONALD MICHAEL JANKOWSKI
Adam Bruce Carter
JARED DANIEL BURKE
Cassie Lynn Collins
Kimberly Reece Storie

Within 25 miles of Nokomis, FL, Best Investors lists 220 registered investment advisory firms with 478 offices nearby, managing about $14.6T in combined regulatory AUM across 1,845,411 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 Nokomis

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