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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

MOSELEY INVESTMENT MANAGEMENT, INC.
LPL FINANCIAL LLC
PARKER FINANCIAL PLANNING, LLC.
EDWARD JONES
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
QUALITY FINANCIAL PLANNING LLC
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
SYNOVUS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

RYAN THOMAS MOSELEY
DINA L Villalobos
Laurie L Tinnell
SUSAN SHEPARD MOSELEY
DANIEL CLIFFORD SPALDING
Thomas Matthew Mitchell
CHRIS FRANKLIN PARKER
John William Booth
James A Booth
Nicholas A Irving
ALAN BEVERLY IRVING
Michele Samuels El-Amrani
ALEXANDER GALEN GARNER
MICHAEL JOSEPH PALEN
MAURICIO REYES
RYAN LEE BUCKLE
DANIEL W WOOD
DEREK RYAN WILLIAMS
Garth Jacob Case
RYAN MATTHEW YOUNG
THOMAS ALFRED WALSH
GARDNER SHERRILL
JOHN HOWARD ROBINSON
KRISTIN ANN CARTER
WILLIAM MARSH
James Wayde Campbell
LEA SMITH JOHNSON
James M Desmond
THOMAS EDWARD REDDEN
Stephanie Marie Jackson

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