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Best financial advisors in Tarpon Springs, FL

Registered advisers within 25 miles of Tarpon Springs, FL.

Offices
972
Firms
327
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

CSENGE ADVISORY GROUP, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TRUVESTMENTS CAPITAL LLC
1ST FINANCIAL LLC
COMMONCENTS WEALTH ADVISORS, LLC
GRADIENT INVESTMENTS, LLC
INDEPENDENT FINANCIAL GROUP, LLC
TRUIST ADVISORY SERVICES, INC.
IP FINANCIAL ADVISORY SERVICES LLC
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BARLAS O'REILLY WEALTH MANAGEMENT, LLC

Investors

SPIROS VASSILAKOS
Joseph Cannarella
Brian R Dugan
DYLAN TYLER AMOROSO
WILLIAM JOSEPH FAUCHER
Christopher Pagano
Margaret Angeline Pagano
Nicolas Anthony Ranocchia
LEO CHARLES WAGNER
MICHAEL PATRICK PAUTAUROS
CHERYL LYNN MCCARTHY
JAMES MICHAEL NOTO
CORY MATTHEW WOOD
RODNEY WILLIAM AMICONE
JOHN TIMOTHY COAKLEY
Jack T Halvorsen
DANIEL SCOTT RAMSEY
KENNETH PAUL CARRUBA
THOMAS HALVORSEN
Lindsey Marissa Kuklin
George Alexander Compton
Daniel Ventura
Dustin P. Cali
Thomas Domenic Solfio
Edward Joseph Burke
Damon Augustine Palestra
DANIELLE REIDY
Charles Allen Young
Fahad Fazal
Joshua Paul Franklin
ROBERT C HALL
TERRENCE F O'REILLY
RYAN JOSEPH MCCARTY

Within 25 miles of Tarpon Springs, FL, Best Investors lists 327 registered investment advisory firms with 972 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 Springs

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