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Best financial advisors in Palatka, FL

Registered advisers within 25 miles of Palatka, FL.

Offices
23
Firms
15
Combined AUM
$3.81T
Firm-wide filings, not assets booked only here
Clients
403K
403,129 clients when Item 5C has a number
Avg / client
$9.46M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J. W. COLE ADVISORS, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
PRIVILEGED PLANNING INC.
3 A&D LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LEGATUM SERVICES LLC
PEAK WEALTH GROUP LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THE FIDUCIARY ALLIANCE

Investors

JOHN TRENT HIGGINBOTHAM
SUSAN GAIL HELWIG
Natasha Harper
Ryan K Adams
Luke W Mutchie
Edith Lee Aldrich
GABRIEL OLEKSY
JAMES PHILIP NESHEWAT
JOHN ARTHUR GINN
JON ARON LIVINGSTON
CHRISTOPHER R MALPHURS
KENDAL ASHLEY FORDHAM
Deborah Lennon
Michael A Holzem
Renae Michelle Aiple
MICHAEL ALAN CROUGH
Allan Lawson Harkness
James Charles Byrnes
JEREMY MICHAEL STRAUB
KATHERINE E. SHEPARD
Arjun Bhandari
PHILIP DOMINIC ROGERO
BRANDON WAYNE KUHN
ELLIOT MATTHEW BARRY
GARY PETER CONICELLA
ROBERT ALLEN KERSHNER
STANLEY ROGER DOMINEY
Erin Kronenberg
William Preston Hohmann
EDGAR LAWRENCE MCLEAN

Within 25 miles of Palatka, FL, Best Investors lists 15 registered investment advisory firms with 23 offices nearby, managing about $3.81T in combined regulatory AUM across 403,129 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 Palatka

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM