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Best financial advisors in Tierra Verde, FL

Registered advisers within 25 miles of Tierra Verde, FL.

Offices
725
Firms
290
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,280,775 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
PORTFOLIO MEDICS, LLC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ADVISORS
HORNOR, TOWNSEND & KENT, LLC
YALE CAPITAL CORP.

Investors

Paul A Haskins
RONALD DAVID JONES
ROLONDO BONNER
JOSHUA ALLEN SHAPPELL
KATHRYN ANN MESSICK
Noah S Davis
SHARONE ANNE PIERRE
CHARLES REUBEN FALOR
Braeden Garrett Eubanks
Christopher Harrington David Cooper
Tillie Allison
Scott Nelson O'Berry
JASON T DEGOLYER
SCOTT ROBERT BARLOW
NICHOLAS R BIDDLE
JOHN FARREN
Matthew Edward Corman
RAYMOND PAUL VIRGILIO
DAVID CHARLES KIRK
Casey Wynn Craft
Cameron Barrier
ALAN SCOTT BARRIER
PEGGE ANN BARRIER
STANLEY HOLLAND BLACK
ANDREW GARRETT HOLLISTER
CHEYNE CLIFFORD PACE
KELLY JAMES COLLINS
WESTON MYLES NEWMAN
CAROLE AMEILA RAINEY
JEREMY STEVEN DVORAK
BRADLEY JAMES MARTIN
ANDREW PARKS
CHARLES RAY PARKS

Within 25 miles of Tierra Verde, FL, Best Investors lists 290 registered investment advisory firms with 725 offices nearby, managing about $13.3T in combined regulatory AUM across 3,280,775 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 Tierra Verde

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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