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Best financial advisors in Palmetto, FL

Registered advisers within 25 miles of Palmetto, FL.

Offices
717
Firms
307
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,171,222 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
PENINSULA ASSET MANAGEMENT INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LEVEL FOUR ADVISORY SERVICES
PULLEN INVESTMENT MANAGEMENT
ASSURITY WEALTH MANAGEMENT
MORGAN STANLEY
LPL ENTERPRISE, LLC

Investors

Michael Thomas Vann
NANCY ANN SEE
Debbie Lancaster
Jeffrey M Patten
Sejla Hadziabdic
MICHAEL A PICCIONE
JOSEPH ANTHONY ROWE
PAULA RENEE FUNDERBURKE
Peter Z Hofstra
Corey David Sherk
Harrison P VanDerNoord
Elwood Frederick Gross
John Bullock Tucker
Thomas Herman Breiter
Alexander Chadsey Gault
Andrew M Gipson
Wesley Chadwick Choate
James Forrest Morrison
DANIEL ROBERT CHAPPIE
BRIAN SCOTT MILLER
DAVID CHRISTOPHER WHALEY
Isabella Whaley
JOSEPH HOWARD KENNEDY
ALLEN JONES BUTLER
TYLER JAMES PULLEN
DAVID SCOTT APPLEBY
David EDWARD Cohen
ANDREW D MINOR
FREDERIC GOLDEN
ELLEN ANNE CYCOTTE
SARAH B JACKSON
ANDREW JOHN GERTH
Christopher William Dandrow
Tram N Nguyen
JOSEPH MICHAEL ADAMCHAK
CHARLES THOMAS POLIS
Jacqueline Luckner
KENNETH HOMER KUBIK
THOMAS EDWARD GRUBB
EDWARD HERBERT LUECKE
STEPHEN THOMAS JEROME
CINDY LU HALL
CHRIS MICHAEL ZABAWSKI
JASON KINTNER
ROBERT CLIFTON
Jacob B Reber
Trent Cowieson
DENNIS THOMAS KRUK
PATRICK WILLIAM MACKEY
CHARLES FREDERICK ELZER
ROBERT WARRICK BRAMEISTER
TIMOTHY J SHAUGHNESSY
CLIFFORD JAMES SCHULZ
EmmaLee G Holmes
Zachary G Brown
CARILYN MARIE EANES
GARY WHEELER PLUM
CHRISTOPHER MARK VINING
JAMIE MICHELLE SHAPIRO
JOHN R DENTON
JOHN A HUFFMAN
ROBERT MICHAEL LATESSA
KELLI Jane MORRISON
Reese Daniel Vita
KRISTINA LYNN PINO
JOHN RAYMOND VITA
ANDREW JAMES DILL
MARK GIRARD CAMPBELL
RICHARD JAMES MORRIS
BARBARA ELLEN AUSTIN
MATTHEW CABRAL GIRESI
Benjamin William Prescott
PATRICIA ANN CHEVALIER
LAWRENCE PHILIP ROSE

Within 25 miles of Palmetto, FL, Best Investors lists 307 registered investment advisory firms with 717 offices nearby, managing about $15.4T in combined regulatory AUM across 3,171,222 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 Palmetto

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