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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

TRUIST ADVISORY SERVICES, INC.
IHT WEALTH MANAGEMENT LLC
SINGER WEALTH ADVISORS LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
VISIONARY HORIZONS, LLC
AMERANT INVESTMENTS, INC.
POWELL WEALTH
LPL FINANCIAL LLC
ROBERT W. BAIRD & CO. INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JAMES PETER BRENNAN
JARROD WILLIAM RUTLEDGE
RYAN PEELER
FRANCISCO XAVIER DIAZ
DARA ABRAHAM
JAN RODRIGO VON HERBURT-HEWELL
Brady Janssen
MAXWELL LEWIS OGLANDER
MATTHEW THOMAS LOCHRANE
KYLE DAVID TARDIFF
TOM ANGELO TAGLIARINI
Michala Katica Almstead
Anton Kyriacos Antoniadis
NAYELIN MARIE MENENDEZ
JACOB WAYNE LEWIS
SARA VALENTINA CASTANO
RICHARD SCOTT JENNINGS
TIMOTHY JOSEPH MCINTOSH
GLADYS MILAGROS LOPEZ
CEDRIC PERCELL POWELL
D'Yanira Custodio
GALEN BEARDEN
JEAN FLANAGAN PRINA
MARC VYTAUTAS MACYS
ROBERTA LYNN FREITAG
ROSE MARIE KRATZ
BUDDY BRISCO FARMER
AMANDA NOEL ALMORADO
Zaydell Yazmin Caceres
Edward Easterling
Frank Norfleet Abston
LARRY DUGGINS KING
MARY ROSE ZAVAGLIA
BRENT ROBERT OLSSON
Deborah M Barnes
Alyssa Z Cedela
Michelle Milla Ferlita
Kevin D Karpay
Austin L Schonbrun
MIGUEL ROSAS AUDE
RUDOLF ALEXANDER FERNANDEZ
ANDREW MICHAEL HIRSCH
MICHAEL B BARNETT
CHARLES CHRISTOPHER DHANRAJ
OLOF TOBIAS HENRIKSSON
ROBERT S. ALLEN
JEFFERY B KIMBALL
John Robert Fieldsteel
ALEXIS LEE QUINN
JOSEPH ADRIAN MALEC
CARMINE J LACOGNATA

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