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Best financial advisors in Vernon, FL

Registered advisers within 25 miles of Vernon, FL.

Offices
22
Firms
17
Combined AUM
$2.74T
Firm-wide filings, not assets booked only here
Clients
533K
532,996 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
DAVENPORT PBH LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
ARETE WEALTH ADVISORS, LLC
GRAHAM WEALTH MANAGEMENT LLC
ABSOLUTE INVESTMENT ADVISERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
AVANT CAPITAL, LLC
SOUTHLAND EQUITY PARTNERS, LLC.
PARK AVENUE SECURITIES LLC
LEVEL FOUR ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

MAURICE JEAN STOUSE
Amy Smith Parrish
Davis Edward Parrish
John Gillis Davenport
ROBERT ALLEN NEALE
Bethany Ross Joyner
Timothy Nathaniel Singleton
CHARLES GREGORY MAJORS
Mary Murphy
Jessica Lynn Pena
Brenda Whitwell
Connor Michael Graham
WILLIAM PARKER
PAUL MICHAEL LARGO
TIMOTHY O'BRIEN
DAVID TEETER
CHARLES GARY LUTRICK
Walter Bluford Kilby
BETSY ANN SULLIVAN
GAVIN ANDREW TAYLOR
KRISTINA K. ELGEE
FRANK B MARTIN
Richard Joseph Filippi
Clinton Bruner
JOHN L STEVENSON
PHILIP WESLEY CUNNINGHAM

Within 25 miles of Vernon, FL, Best Investors lists 17 registered investment advisory firms with 22 offices nearby, managing about $2.74T in combined regulatory AUM across 532,996 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 Vernon

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM