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Best financial advisors in Pierson, FL

Registered advisers within 25 miles of Pierson, FL.

Offices
144
Firms
63
Combined AUM
$9.99T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,645,504 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
DRT FINANCIAL ADVISORS
EDWARD JONES
FLEISHEL FINANCIAL ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
ROBERTSON ADVISORY, INC.

Investors

NICHOLAS SEAN GREER
RONALD JOHN CANTLAY
Victoria Ann Kizma
James Clifford Boyd
Ellen Candalino Ludewig
Keira Dawn Espada
THOMAS BENNETT FLEISHEL
JOHN MICHAEL ETHRIDGE
David Kirk Gunby
DAVID KIRK GUNBY
Sean Michael Tamm
Eric Carl Chvisuk
Kaylie Manecke
REBECCA LEIGH JONES
LISA M OGRAM
Neetu Behl
DONNA GEIST HIGBEE
Wren Marie Jones
Margaret A Bentkowski
ROY VICTOR POTTS
DAVID J LLEWELLYN
MARY KATHLEEN BROWN-THIBODEAU
Sherry Ann Madl
LORI ANN ENDICOTT
Amanda Wyant Agnew
MATHEW AARON JEMISON
SIDNEY HOWARD TAYLOR
JEFFREY Mark SOCHAR
KRISTY LEE SAUNDERS
Mia N Young
James Richard Huster
DAVID MICHAEL WELSH
TIMOTHY PEDER HAUGAARD

Within 25 miles of Pierson, FL, Best Investors lists 63 registered investment advisory firms with 144 offices nearby, managing about $9.99T in combined regulatory AUM across 2,645,504 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 Pierson

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM