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Best financial advisors in Tarpon Spngs, FL

Registered advisers within 25 miles of Tarpon Spngs, FL.

Offices
960
Firms
325
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,396,309 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
ALDEN INVESTMENT GROUP
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
J. W. COLE ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
FLORIO WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
OSAIC WEALTH, INC.

Investors

Puran Sugrim
NATHAN DANIEL GOAD
Stefano Aleppo
Carolyn Bell
Bruno Alonso Ayala-Garcia
Joanne Marie Dauphin
Roger Americo Silvera
SHANE MICHAEL STRATTON
BYRON KEITH CROSBY
RYAN B SAXE
KEVIN MATTHEW HALIFAX
WILLIAM SHANNON GARDNER
JAVIER ENRIQUE PASCUAL IMBERT
Joseph Meccia
FRANK CARMEN ZITO
James M Florio
Lisa Galish
Matthew Tyler Lewis
DANIEL JUAN MARTINEZ
Jake Lewandowski
Destin Chance Smith
EMILIA RAE GALLETTI
MARK ANDREW MARRAZZO
MICHAEL PETER MARTIN

Within 25 miles of Tarpon Spngs, FL, Best Investors lists 325 registered investment advisory firms with 960 offices nearby, managing about $17.7T in combined regulatory AUM across 3,396,309 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 Tarpon Spngs

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