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Best financial advisors in Oxford, FL

Registered advisers within 25 miles of Oxford, FL.

Offices
195
Firms
72
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.62M
2,615,849 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
CAPSTONEWEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DUSHANE MANAGEMENT, INC.
BROOKSTONE WEALTH ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
ALEXANDER CAPITAL VENTURES MANAGEMENT, LLC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
NFSG CORPORATION
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Dwiyana Tamia Edwards
Roxanne Theodoropoulos
GEORGE THEODOROPOULOS
CHRISTOPHER BENJAMIN HILL
MARK RICHARD DUSHANE
ROBERT MICHAEL LESTER
Benjamin G Kochera
JAMES HERBERT BAILEY
JOHN MARTINI JANSEN
John William Newell
Andrew Chandler Parks
Niccole Marie Palacios
Clemente Palacios
PATRICIA ANN MADDEN-RENOUARD
JASON ANDREW CLARK
DANIELLE NICHOLE DELONG
SADIE MACHAN GATCH
PAMELA MICHELLE HYDE
TERRY MICHAEL SCHUELER
ERIC ALEXANDER LINN
Torrec Sontiest Hawkins
KRISTIN LEIGH SCHULT
GAVIN SINGH
Jordan Anthony LaMarca
ROBERT VAUGHN WHITAKER
KENNETH SCOTT DYER
Jena Sullivan
DONNA BOWLER

Within 25 miles of Oxford, FL, Best Investors lists 72 registered investment advisory firms with 195 offices nearby, managing about $11.2T in combined regulatory AUM across 2,615,849 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 Oxford

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 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