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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

CETERA INVESTMENT ADVISERS LLC
NATIONAL RETIREMENT PLAN SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIMPLYRIA ADVISOR NETWORK
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
BAY CAPITAL
DEEP BLUE INVESTMENT ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MY HARVEST FIELD FINANCIAL LLC
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Carl David Lee
MICHAEL E STEUER
JOHN ANTHONY SELLAS
Anthony Cappelluzzi
Oronzo ANTHONY Triggiano
sefton kingsbury barnes
Anthony Michael Longo
Nicole Crothers
Mallorie Nicole Duff
ADAM JAMES PACE
MARK DAVID KEITEL
WALTER J HIEL
CURTIS WAYNE CHAMBERS
RICHARD J RYDER
STEPHEN MARK COOPER
MICHAEL BRENT WERTZ
Samantha Grayce Campagnano
Noelani Higdon
JAMES LENTZ ERB
DOUGLAS EUGENE BISHOP
CHRISTOPHER TYRONE CHAMBERS
HAYWOOD JEROME TELLIS
MICHAEL EUGENE WILLIAMS
MARC LAWRENCE DELIA
PASQUALE EDWARD JURCZAK
NICHOLAS LOUIS KEATING
LAURIE ELIZABETH OATES
DAVID JOHN OATES
KEVIN ALAN LEY

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