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Best financial advisors in Placida, FL

Registered advisers within 25 miles of Placida, FL.

Offices
152
Firms
63
Combined AUM
$9.75T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,567,247 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
IFG ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
COQUINA PRIVATE WEALTH ADVISORS
HUNTLEIGH ADVISORS, INC.
CENTAURUS FINANCIAL, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
SYNOVUS SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
GREAT VALLEY ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jeimy L Rodriguez
John Kirkwood
JEFFREY JOHN FERO
REBEKAH JO FERO
DANIEL Richard KOWALCZYK
MARK WHITEHEAD FRIEDMAN
RANDALL BRIAN FRANCIS
RUSSELL ANDREY SKIBICKI
KRISTIN ELIZABETH KEHL
GREGORY ORDMANDY
Robert Patrick Nelson
Tyler James Amendola
Leah Ronnell van Welie
LAURA LOUISE AMENDOLA
JOSEPH PERCIVAL WILLIAMS
SHANNON CREE SAPP
Stephen Gerard Cook
James David Fendrick
Peter Donlevy
Steven R Muse
Jacob Cornell
NICHOLAS J MAGERO
HARRY RICHARD PINKHAM
JOHN WILLIAM FISHER
Ashley Louise Darr
Nick F Wilson
Christopher Fernandez
CHRISTINA MCLAUGHLIN
Jonathan Conrad Ferro
STEPHANIE BENARDO DESEAR
JOANNE GIBSON JOHNSON
ISOLDY GUZMAN
JEFFREY WAYNE ASKINS
JULIO ENRIQUE ROQUE
REAGAN CARUSO
Robert JS Smith
STEVEN JOSEPH MARKOVIC
Jean-Paul Ceballo
SAL STANZIONE JR
Christopher Padrick
Osmany Rojas
Gabriel Iglesias
JABIN WADE NILES
Jason Lee Cabral

Within 25 miles of Placida, FL, Best Investors lists 63 registered investment advisory firms with 152 offices nearby, managing about $9.75T in combined regulatory AUM across 1,567,247 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 Placida

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