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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

BAUGH FINANCIAL
TRUIST ADVISORY SERVICES, INC.

Investors

CHAD WILSON LINK

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