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Best financial advisors in Florida, OH

Registered advisers within 25 miles of Florida, OH.

Offices
80
Firms
34
Combined AUM
$4.83T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,039,861 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
&PARTNERS
ON INVESTMENT MANAGEMENT CO
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
CHILDS INVESTMENT GROUP, INC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

Michael C Schumaker
Gavin Cross
Stefan Michael Faerber
Parker David Vollmar
Terry John Herman
JORDAN T BRAUN
STEVEN CHARLES SMALL
JASON PAUL MAASSEL
Blake Anthony Sizemore
Bradley Robert Musshel
DAVID CLAIR CRANDALL
MARCIA ANNETTE GOBROGGE
MATTHEW RICHARD CRANDALL
PHILLIP ALAN SUMMERSETT
Owen W Newlove
Jacob Newlove
Wanda L. Newlove
JAMES M REEVES
David Scott Rupp
JEFFREY LYNN ROTH
SCOTT THOMAS RUPP
Edward Lee Roth
Kimberly R Baker
Anthony Jackson
DOUGLAS ALAN BERNATH
SCOTT DAVID NEUMANN
Ned Lee Wyse
Alan Edward Wyse
Andres Peterson
MICHAEL RAY CHILDS
KIRK SAMUEL WELDY

Within 25 miles of Florida, OH, Best Investors lists 34 registered investment advisory firms with 80 offices nearby, managing about $4.83T in combined regulatory AUM across 1,039,861 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 Florida

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM