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Best financial advisors in Umatilla, FL

Registered advisers within 25 miles of Umatilla, FL.

Offices
135
Firms
53
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,625,594 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EVERSOURCE WEALTH ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
DESTINY FAMILY OFFICE
DESTINY WEALTH PARTNERS, LLC
SYNERGY INVESTMENT MANAGEMENT LLC

Investors

S MARCUS HAWKINS
WILLIAM R GIFFING
KEVIN SLOANE GERRY
WILLIAM THOMAS JONES
ALLISON SIM
MEGAN JUDGE
ANDREW LUNDY HALIDAY
Eric Von Blamick
ALEXUS RAE LABOO
LISA RAE LABOO
Richard Scott Levand
Liam C Barningham
Diane Thomas
DAVID ALAN UNDERWOOD
Kyler David Reinhold
RICHARD DALE GANT
MICHAEL JOHN D'ALESSANDRO
RICARDO ALVES DE OLIVEIRA
Brian Davis
Robert Clark
Mitchel Travis Faulkner
Ronald Joseph Hopper
CAROL ANN MULCAHY
AUDREY MARIE MANCUSO
Keith Webster Ward
JEREMIAH ELIJAH WASSMER
THOMAS HUEY RUGGIE
MORGAN AILEEN HATFIELD
ALAN MOORE BELANGER
Eliza Fryer Kwentus
LOUIS MITCHELL SHINAMAN
Christopher George Nichols
MICHAEL RADNOTHY
RYAN JAMES BROWN
ISABEL IVETTE ORTIZ
JEFFREY ACKLER
Renee Elizabeth Burke
ELAINE ANN SEAQUIST
KIMBERLY LYNN VARNADORE
BRIAN J PANZELLA
John Gordon Smith

Within 25 miles of Umatilla, FL, Best Investors lists 53 registered investment advisory firms with 135 offices nearby, managing about $10.9T in combined regulatory AUM across 2,625,594 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 Umatilla

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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