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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BAY CAPITAL
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
CALTON & ASSOCIATES, INC.
CERTAIN CAPITAL ADVISORS, LLC
U.S. CHERRY LLC
MAVS WEALTH MANAGEMENT GROUP, LLC
IQ RETIREMENT PORTFOLIOS LLC
HOUTEN HALEY FINANCIAL LLC
BIONIC CAPITAL

Investors

Ryan Peter Lynch
Alexis De Jesus Reyes
Keith McGinnis
MARK DAVID KEITEL
Joseph Ledo
RICHARD J RYDER
STEPHEN MARK COOPER
Juan Fernando Munoz Ruiz
ANTHONY LOMBARDI
Puran Sugrim
NOELLE HITCHCOCK DANIEL
CARRIE E HARTH
Bruno Alonso Ayala-Garcia
Joanne Marie Dauphin
Stefano Aleppo
Carolyn Bell
JOSHUA GARRETT HANBY
BRADLEY JAMES SORENSEN
Jesse Warren Anastase
DEAN CHARLES ERICKSON

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