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Best financial advisors in Samoset, FL

Registered advisers within 25 miles of Samoset, FL.

Offices
584
Firms
257
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,910 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SPC
UBS FINANCIAL SERVICES INC.
FIFTH THIRD SECURITIES, INC.
ON INVESTMENT MANAGEMENT CO
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.

Investors

DARIN JAMES PIERCE
JIM GERALD GERMER
PHILIP VANPELT GAUNTLETT
ROSE MARIE ROBERTS-JASSOY
Benjamin William Prescott
Isaac John Valley
Samantha I Fernandez
Matthew James Bower
DANIEL LATIMER GILMORE
Rebecca Simonds McSwain
Brent A Van Eerden
DOMINICK MICHAEL BENNESE
John Edward Hornberger
JENNIFER CORRY BLANDFORD
JANUARY SCHMUS
MEGAN CHERIE BOSTON WOOD
ROBERT JAMES CLANCY
TYLER STEPHEN
Logan Huston Beal
Kathleen Jo Scholz
Robert A. Evans
Joshua J Juell
Adham Makki
MICHAEL THOMAS MUNDO
Martin Raul Vera
Alejandro Bolivar
John M Campora

Within 25 miles of Samoset, FL, Best Investors lists 257 registered investment advisory firms with 584 offices nearby, managing about $15.0T in combined regulatory AUM across 3,115,910 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 Samoset

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM