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Best financial advisors in Polk City, FL

Registered advisers within 25 miles of Polk City, FL.

Offices
184
Firms
70
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,411,965 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
MORGAN STANLEY
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
CIGX, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMPBELL & ASSOCIATES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
VERONA ADVISERS
LPL FINANCIAL LLC
INVST, LLC
AE WEALTH MANAGEMENT, LLC

Investors

Gilberto Hurtado Parra
Matthew Ebelio Lausell
Josh Beardsley
Joshua Chase
John Eric Bockover
Daniel Z Lewis
ROBIN PREVER MALATINO
MAX VERYL ELSON
MARLIA SUE BROWN
Kyle R Antommarchi
Riley S Dyer
ANDREW PETER ZELMAN
MICHAEL DAVID VAN DIGGELEN
LAURA MARIE CAPPORELLI
John Steven Murphy
DAVID RICARDO RODRIGUEZ LOZADA
Christopher Blythe
Paul Evans
ROBERT T CAMPBELL
Gregory Alan West
Dylan M Allen
Arnold Thompson
STEVEN MICHAEL TINER
KAREN TERRY TINER
Wolfgang Amadis Briceno
Nicholas Richard Menzies
Brandon Jorge
TODD NELSON BARROW
Chila Madrid Wendle
Christopher S Spear
MATTHEW JOHN ANTOS
JOEL DAVID THORNTON
Ryan Conrad Bates

Within 25 miles of Polk City, FL, Best Investors lists 70 registered investment advisory firms with 184 offices nearby, managing about $10.6T in combined regulatory AUM across 2,411,965 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 Polk City

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM