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Best financial advisors in Valkaria, FL

Registered advisers within 25 miles of Valkaria, FL.

Offices
166
Firms
66
Combined AUM
$9.38T
Firm-wide filings, not assets booked only here
Clients
1.29M
1,293,322 clients when Item 5C has a number
Avg / client
$7.25M
Combined AUM ÷ clients

Nearby offices

Firms

SOUND FINANCIAL SOLUTIONS LLC
VALUENGINE CAPITAL MANAGEMENT LLC
PROVERBI CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
SIMPLICITY WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
MCCLOSKEY & ASSOCIATES, P.A.
J. W. COLE ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
ARBOGAST FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
HERON EQUITY MANAGEMENT, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Investors

ROBERT JOSEPH CLARK
LUKE ANTHONY OTTINGER
PAUL ERIC HENNEMAN
ERIC J LUTTON
Mistie Rice Babin
Lance Alexander McCartney
Drew Willliam Pelton
Andrea Lynn Hall
MELISSA MARIE MOONEYDOMINGUE
PETER THOMAS MOONEY
Jason R Vaughn
NICOLE WILBERT
RODNEY J VAN BUREN
WHITNEY MOREIN COLTON
Timothy Tuschinski
JOE LINN RALEY
WILLIAM PATRICK MCCLOSKEY
MAX CAMERON VALAVANIS
Amber Shear
Kyle Ferguson
ROSS JULIAN MEITIN
MICHAEL JAMES LEONHARDT
Daniel James Arbogast
MICHAEL LEE ARBOGAST
KATERYNA YERGINA
MELISSA FLAMMIO CLARK
PATIA NAOMI WALKER
Peyton Ann Massie
AUSTIN G CHURCHEL
LARAINE CHURCHEL SCHULTZ
NITA GRISHAM
KRISTEN SCHULTZ DIVICO
JASON ALAN PRESTWOOD
RACHAEL BEAN
JESSALYN RAE WITHERS
ROBERT GARY HUSKINS
JANET YVONNE BROWN
WILMORE EMILIO MENDIETA
BRIAN T SPATOLA
GERALD JOSEPH FASANELLA
NELSON COVER
JAKE MARTIN SUTHERLIN
Ryan Van Buren
BRIAN JAMES WEST

Within 25 miles of Valkaria, FL, Best Investors lists 66 registered investment advisory firms with 166 offices nearby, managing about $9.38T in combined regulatory AUM across 1,293,322 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 Valkaria

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM