Best Investors Account Sign in

Best financial advisors in Trinity, FL

Registered advisers within 25 miles of Trinity, FL.

Offices
927
Firms
319
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,396,216 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
VANDERBILT ADVISORY SERVICES
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SANCTUARY ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PELORUS FINANCIAL, LLC
OSAIC WEALTH, INC.

Investors

BARBARA ROLAND SEKELY
Michael Barranco
AMANDA HICKMAN MURPHY
BRENT C HULLING
Cindy Ann Gibson
JULIE ANN ROCKWELL
PRESTON PAUL TAGARAS
BRIAN BLAIR ROCKWELL
HARMON M WRIGHT
Guilherme Lopes Gauzzi
LINDA Joyce FOX
Michelle Argero Malacinski
ANTHONY JAMES DAUGHERTY
DOREEN MARCIA SCOTT
Christopher P Colon
Brian Joseph Fuchs
Jared Thomas Colao
Damon Augustine Palestra
Edward Joseph Burke
Daniel Ventura
Dustin P. Cali
Thomas Domenic Solfio
JOHN TIMOTHY COAKLEY
Jack T Halvorsen
DANIEL SCOTT RAMSEY
KENNETH PAUL CARRUBA
THOMAS HALVORSEN
Lindsey Marissa Kuklin
George Alexander Compton
Johanny Dolores Pressley
Tyler Cecil Albert
DREW TIMOTHY NICKLE
HEATHER LEE HUBBARD
Charles Allen Young
CHAD EVERETT CLARK
BRIAN CHRISTOPHER DAY
MICHAEL GABRIEL QUATTROCHI
SCOTT AUGUST PAPES
CHASE FRANKLIN WALKER
Christopher Pagano
Margaret Angeline Pagano

Within 25 miles of Trinity, FL, Best Investors lists 319 registered investment advisory firms with 927 offices nearby, managing about $17.8T in combined regulatory AUM across 3,396,216 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 Trinity

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