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Best financial advisors in Osprey, FL

Registered advisers within 25 miles of Osprey, FL.

Offices
506
Firms
227
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
1.84M
1,844,856 clients when Item 5C has a number
Avg / client
$7.84M
Combined AUM ÷ clients

Nearby offices

Firms

ASCENTIS INDEPENDENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PARACCA FINANCIAL GROUP
EDWARD JONES
SARASOTA CAPITAL STRATEGIES,INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
ROCKFLEET FINANCIAL SERVICES, INC.
CREATIVEONE WEALTH, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
FORUM FINANCIAL MANAGEMENT, LP
PFS INVESTMENTS INC.
INTEGRITY WEALTH MANAGEMENT

Investors

COLTON Montgomery LIGHTNER
CHRISTINE ANN PURSER
Isabella Whaley
ANASTASIOS KOURPOUANIDIS
Kale Everett Youtzy
KRISTIN NELSON
MARK VALENTINE GARDNER
Donald Michael Paracca
KEVIN JOHN HACKETT
Blake Gerald Lynn
ANTHONY WARREN WELCH
JARED RICHARD MOTZENBECKER
CHRISTOPHER AARON NICHOLS
JARED DANIEL BURKE
TOUFIK JEBRANE BOUHAMID
Seann B. Wooten
CATHERINE MARY CORRIGAN
JOSHUA JOHN STOREY
Kurstan Nicole Fox
Amanda Penn DeLaHunt
John Michael Texada
JONATHAN JAMES MILES
Benjamin Krich
MARIA LUISA CLARE
Joshua M. Helton
CHRISTOPHER JOSEPH DELEONARDO
SCOTT CALLIS BARCOMB
DEBRA ANN GARDI
DONALD GLENN JOHNSON
CHRISTOPHER MICHAEL DANZER
AMANDA LEE JOHNSON
BRENT MARTIN
SAMUEL LAWRENCE CIONE
Timothy Adam Perkins
MASSIMO FILIPPO TERESI
Norman Patrick McEvoy

Within 25 miles of Osprey, FL, Best Investors lists 227 registered investment advisory firms with 506 offices nearby, managing about $14.5T in combined regulatory AUM across 1,844,856 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 Osprey

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