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Best financial advisors in Palm Harbor, FL

Registered advisers within 25 miles of Palm Harbor, FL.

Offices
1,073
Firms
376
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,940 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J. W. COLE ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
NATHAN G. HANNA, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
TORING FINANCIAL ADVISORS, INC.
EDWARD JONES
KLIMIS & ASSOCIATES ADVISORY, INC.
LPL ENTERPRISE, LLC
G. A. REPPLE & COMPANY
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
API FINANCIAL ADVISORS, LLC

Investors

GERALD MALCOLM WEEKS
PABLO ILDEFONSO BALART
MICHAEL BRAVO
Cameron Lizotte
NATHAN GREGORY HANNA
Michael D Hayduk
BENJAMIN ROBERT KLECK
SCOTT MARTIN SURACE
GERALD KENNEDY HOLMAN
JONATHAN LINDSAY STRICKER
Evelyn Theresa Brizendine
Angela Sanders Barrios
ROBERT EDWARD MARSH
GARY SCOTT ROSS
Dustin Jooste
Michael Robert Urbanski
Danielle Lynn Sagan
James Michael Trimboli
MICHAEL JOHN KLIMIS
SEEMA VANESSA RAMROOP
KENNETH EDWARD ALLGOOD
BRYAN EDWARD BEATTY
Trevor Hull
MICHAEL RICHARD STRYCZNY
ROGER ALAN HYDE
BURDELL RAMSEY
STEVEN ROBERT NORDBECK
MICHAEL GEORGE LATIMER
Dustan R Christensen

Within 25 miles of Palm Harbor, FL, Best Investors lists 376 registered investment advisory firms with 1,073 offices nearby, managing about $18.4T in combined regulatory AUM across 3,388,940 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 Palm Harbor

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM