Best financial advisors in Welaka, FL

Registered advisers within 25 miles of Welaka, FL.

Offices

22

Firms

14

Combined AUM

$4.93T

Firm-wide filings, not assets booked only here

Clients

470K

469,960 clients when Item 5C has a number

Avg / client

$10.5M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

836 South Moody Road Suite 1
Palatka, FL 32177-8414

STATE FARM INVESTMENT MANAGEMENT CORP.

836 S. Moody Rd
Palatka, FL 32177

EDWARD JONES

512 SOUTH PALM AVENUE
PALATKA, FL 32177

EAGLE STRATEGIES LLC

421 ST. JOHNS' AVENUE SUITE 3
PALATKA, FL 32177

J. W. COLE ADVISORS, INC.

601 ST. JOHNS AVENUE
PALATKA, FL 32177

AMERIPRISE FINANCIAL SERVICES, LLC

800 Zeagler Dr Ste 100
Palatka, FL 32177

STATE FARM INVESTMENT MANAGEMENT CORP.

700 Reid St Suite A
Palatka, FL 32177

EAGLE STRATEGIES LLC

222 NORTH 3RD STREET
PALATKA, FL 32177

STATE FARM INVESTMENT MANAGEMENT CORP.

1721 Reid St
Palatka, FL 32177-3148

LINCOLN INVESTMENT

2016 Lake Disston Dr.
Bunnell, FL 32110

21.3 miles away

EDWARD JONES

2 PINE LAKES PKWY N STE 2
PALM COAST, FL 32137

23.6 miles away

LPL FINANCIAL LLC

305 PALM COAST PARKWAY SW
PALM COAST, FL 32137

23.9 miles away

JOHNSON WEALTH MANAGEMENT, LLC

389 PALM COAST PARKWAY SW SUITE 4
PALM COAST, FL 32137

24.2 miles away

CENTAURUS FINANCIAL, INC.

397 PALM COAST PARKWAY SW SUITE #301
PALM COAST, FL 32164

24.2 miles away

OSAIC WEALTH, INC.

16 BURNING TREE PLACE
PALM COAST, FL 32137

24.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

399 Palm Coast Pkwy SW Unit 3
Palm Coast, FL 32137-4770

24.2 miles away

EDWARD JONES

460 PALM COAST PARKWAY SW STE 2
Palm Coast, FL 32137

24.3 miles away

CETERA INVESTMENT ADVISERS LLC

32 Buttonworth Drive
Palm Coast, FL 32137

24.3 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

4850 Belle Terre PKWY
Palm Coast, FL 32164

24.7 miles away

BROOKSTONE WEALTH ADVISORS, LLC

50 LEANNI WAY
PALM COAST, FL 32137

24.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

EAGLE STRATEGIES LLC

J. W. COLE ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LINCOLN INVESTMENT

LPL FINANCIAL LLC

JOHNSON WEALTH MANAGEMENT, LLC

CENTAURUS FINANCIAL, INC.

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BROOKSTONE WEALTH ADVISORS, LLC

Investors

SUSAN GAIL HELWIG

JOHN ARTHUR GINN

JAMES PHILIP NESHEWAT

JOHN TRENT HIGGINBOTHAM

JON ARON LIVINGSTON

Edith Lee Aldrich

NICHOLAS SEAN GREER

ROBERT RUSSELL WALLS

ORLANDO NILES JOHNSON

THOMAS J MULLER

Steven Michael Vasseur

KEN JOSEPH MAZZIE

JOHN MARTINI JANSEN

Within 25 miles of Welaka, FL, Best Investors lists 14 registered investment advisory firms with 22 offices nearby, managing about $4.93T in combined regulatory AUM across 469,960 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 Welaka

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM