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Best financial advisors in Rdg Mnr Est, FL

Registered advisers within 25 miles of Rdg Mnr Est, FL.

Offices
88
Firms
36
Combined AUM
$6.95T
Firm-wide filings, not assets booked only here
Clients
1.92M
1,919,832 clients when Item 5C has a number
Avg / client
$3.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERIDIAN WEALTH GROUP
OSAIC WEALTH, INC.
THE PINNACLE FINANCIAL GROUP
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
BLUE JASPER CAPITAL LLC
BALLARD WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC

Investors

RACHEL LOUISE MOATES
Milton David Caraway
DEBBIE ALEXANDER
GREGG ALLEN LYNCH
Matthew Phillip Baker
RYAN WELLS ALSTON
RAYMOND JOHN DIMEO
Kristin Elizabeth DiMeo
Casey Butcher
William John Geraghty
TONY M. CARTER
BENNETT HARRIS BERMAN
LOUIS SCOTT MITCHELL
JOSEPH EDWARD JARRETT
Deanna Marie Price
Craig Alan Dykstra
Parker P Brown
DAVID BRUNING GHINGHER
DEBORAH J. MOEN
CHAD MICHAEL ROWLAND
ERIN KAYE REY
JUDITH GRECO
PATRICK SHANE FITZPATRICK
DANIEL LAWRENCE SULLIVAN
JOSEPH DI VINCENZO
Broc Avery Valdez
Richard Luigi Shaw
Colin Stephen Myers
Grayson Price Bishop
TODD MICHAEL HECKMAN
Charlot Alexandre
John Carter Copeland
CHRISTOPHER EARL BALLARD
Robert Joseph ORoark
PRAVITA DIARAM RAMTAHAL

Within 25 miles of Rdg Mnr Est, FL, Best Investors lists 36 registered investment advisory firms with 88 offices nearby, managing about $6.95T in combined regulatory AUM across 1,919,832 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 Rdg Mnr Est

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM