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Best financial advisors in Safety Harbor, FL

Registered advisers within 25 miles of Safety Harbor, FL.

Offices
1,123
Firms
378
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,401,780 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

ROGAN & ASSOCIATES
MFP FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EDWARD JONES
GUNN FINANCIAL ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
BLUE OCEAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LIFEMARK SECURITIES CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
KAHN FINANCIAL GROUP
J. W. COLE ADVISORS, INC.

Investors

Blake Watson Kennedy
MICHAEL GERARD ROGAN
JOSEPH SALVATORE MINUTOLO
JASON DEAN WHITE
ADAM MICHAEL LUCKE
DANIEL JAMES HUEHN
HARRISON CLARK MOORE
EDWIN ROBINSON FOSS
ERIN D EMNETT
Jordan Eva Mavrakos
CHRIST MAVRAKOS
TAYLOR RAE MAVRAKOS
KHANH TRAN LOWERY
ROBERT MATTHEW WELDON
FRANKLIN DAVID CLARK
Roderick Francis O'Connor
PAIGE LORETTA GUNN
MARK MATTHEW JOHNSON
JOSHUA EVERETTE BALLARD
JODY GREEN ZELLNER
ROBERT L ARROYO
RICHARD WENDELL SOWERS
JERROLD EDWARD SLUTZKY
KERRY GEROW FARLEY
OSCAR FERNANDO GUERRA FALCONI
Megan Marie Martinez
THOMAS PATRICK KANE
INGRID HAMMER SCHOPPE
MICHELE BETH REESE
SHELDON CLARK
Edward John Hennessey
ADAM DAVID PARKS
DIANA DEVITO
DAVID BENNETT KAHN
MICHAEL MCCARRAN KAHN
Marley David Dallas
MICHAEL THOMAS CAREY

Within 25 miles of Safety Harbor, FL, Best Investors lists 378 registered investment advisory firms with 1,123 offices nearby, managing about $18.5T in combined regulatory AUM across 3,401,780 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 Safety Harbor

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM