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Best financial advisors in Williston, FL

Registered advisers within 25 miles of Williston, FL.

Offices
102
Firms
55
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.21M
2,213,549 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
YELLOWSTONE CAPITAL PARTNERS
LOWRY FINANCIAL ADVISORS
COMMONWEALTH FINANCIAL NETWORK
JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC
STRATEGIC ASSET PLANNING
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC

Investors

Christina Lynn Ebey
JOSEPH EDWARD LOWRY
CALE BRANDEN FLAGE
JOSEPH EDWARD LOWRY
Erin Moses Spiwak
MICHAEL WAYNE TURNER
Katherine Anne Gross
Robert D Bonanno
Mitchell Burgess
Philip J. Crutchfield
DAVID ANTHONY HANSON
FRANCIS RENE FLORES
LAWRENCE DOMINIC CHRISTIAN
Rebecca L Weseman
Jonathan Broska
Angela Faye Phillips
MARCUS NATHAN FORD
JOHN ANDREW CORNELL
HOWARD DARRELL TIMBERLAKE
Matthew Davis
Robert Mack
TINA LUCIA ARPAIA-MCCANN
JEFFREY LANE HOGUE
JEFFREY S RIZZO
VICKI LYNN SUITS
MICHAEL CRAIG CARR
KIRK ALTON RUTH
ASHLEY WADDINGTON HARTLEY
LINDY HOWARD CREWS
CYNTHIA LYNN WATSON
EVEST JAMES MCQUAIG
ERNEST ARTHUR WATSON
THOMAS R TURK
ZARKO IVANOV
JOHN T. CARPENTER

Within 25 miles of Williston, FL, Best Investors lists 55 registered investment advisory firms with 102 offices nearby, managing about $10.1T in combined regulatory AUM across 2,213,549 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 Williston

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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