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Best financial advisors in Summerfield, FL

Registered advisers within 25 miles of Summerfield, FL.

Offices
200
Firms
76
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,663,640 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LINCOLN INVESTMENT
DUSHANE MANAGEMENT, INC.
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BROOKSTONE WEALTH ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
ALEXANDER CAPITAL VENTURES MANAGEMENT, LLC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
NFSG CORPORATION
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Jena Sullivan
EILEEN MARY ANN MCCARTHY RITTER
BERT DELROY RITTER
BRET ROBERT MICKEL
MARK RICHARD DUSHANE
Jeremy Joseph DiFiore
CHRISTOPHER J CALANDRA
LINDY MARLENE BROCK
ROBERT REED BRYANT
CHRISTOPHER BENJAMIN HILL
Dwiyana Tamia Edwards
ROBERT MICHAEL LESTER
Benjamin G Kochera
JAMES HERBERT BAILEY
JOHN MARTINI JANSEN
John William Newell
Andrew Chandler Parks
ROBERT MICHAEL ELSTAD
Niccole Marie Palacios
Clemente Palacios
ERIC ALEXANDER LINN
ROBERT VAUGHN WHITAKER
PATRICIA ANN MADDEN-RENOUARD
JASON ANDREW CLARK
DANIELLE NICHOLE DELONG
SADIE MACHAN GATCH
PAMELA MICHELLE HYDE
TERRY MICHAEL SCHUELER

Within 25 miles of Summerfield, FL, Best Investors lists 76 registered investment advisory firms with 200 offices nearby, managing about $11.2T in combined regulatory AUM across 2,663,640 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 Summerfield

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 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