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Best financial advisors in Oakland, FL

Registered advisers within 25 miles of Oakland, FL.

Offices
724
Firms
288
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,253,372 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
HURLEY WEALTH MANAGEMENT GROUP, INC
CALTON & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ESTEE ADVISORS LLC
THE LIFE WEALTH GROUP
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NEWELL WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC

Investors

Brian Youngs
MICHAEL ANTHONY LAPORTE
Alexander Triska
Bradford Philip Hahn
GREGORY MICHAEL HURLEY
BRUCE SCOTT GENTILELLA
JEFFREY SCOTT CORNSTUBBLE
Jad Rurambo
Robert Bruce Young
Todd A. Bryant
SANDEEP TYAGI
BRADLEY JAMES BUSBIN
Luis Felipe Pinto
HILGARDT WILHELM LAMPRECHT
Austin Wallace
Hilton Lamprecht
Josiah Jazwa
Richard Paul Sampson
Joseph Anthony Continelli
Brandon Andrew Matadin
FRANCIS ST AMAND
FELIX ALBERTO BARTOLOMEI
GLYN ALAN GRIFFIS
PAUL JONES
George Harris Emerson
Douglas J Palmer
Blake Arthur Price
STEVEN Kyle NEWELL
Matthew Dowling
RAYMOND ELIAS DUENAS
JAMES GARRY BERTRAND
Rodney Gordon Talbot
RONDA JEAN WILSON

Within 25 miles of Oakland, FL, Best Investors lists 288 registered investment advisory firms with 724 offices nearby, managing about $15.0T in combined regulatory AUM across 3,253,372 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 Oakland

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