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Best financial advisors in Amelia Island, FL

Registered advisers within 25 miles of Amelia Island, FL.

Offices
201
Firms
90
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,590,982 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

BRINKMERE CAPITAL MANAGEMENT I, LP
WELLS FARGO CLEARING SERVICES, LLC
FLORIDA FINANCIAL ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
EQUITABLE ADVISORS, LLC
ALLEGIANCE FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
FARMAND INVESTMENT SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT ADVISOR ALLIANCE, LLC
RIVERPLACE CAPITAL MANAGEMENT INC
D2 CAPITAL MANAGEMENT

Investors

JOSEPH JOHN OSSI
PATRICK GERARD BOUTHILLER
SONYA ELMONTASER SANDAGE
EMILYANNE LOZIER RANCE SCHMITT
VERONIKA ANITA MARS
KRYSTAL MICHELLE MEADOWS
NADINE OF GATAS
MARK F ROSENLOF
JOHN GRECO
THEODORE MORRISON
MATTHEW ANDERSON
WESLEY BRYANT STAPP
CRAIG R MCPHERSON
SHERYL RENEE MASSEY
ULRIKE B AOKI
GREGORY VAYHINGER
MICHAEL SCOTT RAINS
ANDREW MARK CORWIN
Christopher R DeVito
MILTON NUCKOLS
JASON WILLIAM CROWNOVER
HAGOP HOVSEP KESHISHIAN
JOSEF HENRY YOUNG
GREGORY JOSE GONZALEZ GAMBOA
RAELAWN PATRECE DAWSON
WILLIAM KENNETH WILLIAMS
JESUS LOPEZ
TAYLOR BENJAMIN WILLETTS
CODY ATHERTON
CANDICE PAIGE NEEL
TANIA CRISTINA LICATA
THOMAS E TINER
MICHAEL FRANCIS ROBERTSON
MICHAEL WILLIAM SIMONIAN
SEAN RICHARD BROKER
LOUELLA AGUJA UY
RENE JOSE CRESPO
TERRY KENNETH STEPHENSON
THOMAS MICHAEL WYNN
Juan Sebastian Osorio
RYAN SCOTT LEE
GEOFFREY THOMAS MOORE
ERNEST ARTHUR WATSON
ELAINE DENISE PAVLAKOVIC
DAVID SCHROTT
THOMAS EDWARD KEALY
Kyle Shannon Potter
MARCELLA COPPOLA
PORFIRIO EDUARDO PEREZ
LESLEY WRAY GREEN
CYNTHIA LYNN WATSON
PETER MICHAEL JANSEN
MENSUR OMEROVIC
KURT THOMAS RODRIGUEZ
MICHELLE ANN ROGERS
HUMBERTO CASTULO CRUZ-ORTIZ
CHRISTOPHER LEWIS SKEES
SOTIR CIKOPANA
ALEX DAVID DEANER
ZACHARIA BADAWI
JENNAFER DENISE TURNER
KYLE KENNINGTON
TONJA RENE HOLMES
ROSS C JOHNSON
JANET FRAED CLEMENTS
CHARLES RANDOLPH THOMAS
BRAD SAMUEL RUDE
ANGELA MICHELLE FETTIK
KAREN ANN GIBSON
CHRISTOPHER W JOHNSON
BARI BRIDGES
CURTIS JOSEPH KROLL
AMANDA RENEE FOSKEY
JORGE LONGUEIRA
CAROL JEAN SCHACHT
JONATHAN FRED MOSKOWITZ
RICHARD C CLARK FANNIN
JILL SALVATORE
JOHN GERALD CALDWELL
KATHERINE BARBATO RIECHMANN
CHARLES BRAZIEL
AMY CHANEY
CAMERON EDMISTON
CHARLES JOHN HOFMANN
Ashton Holliday
Cayden L McGarity
Carson Smith
Cadijha Jasmine Robinson
Michael Charles Eisenman
Colten Reis Brown
Jacob Edward Cygan
Logan Butler
Dylen D'Aurora
Ashton D Jarczyk
Robert Ryan Karish
Jordan Jiannuzzi
Jack Duggan
Colton Stanton Green
Spencer Caton
Zachary Mark Wiersema
Jake Lewis
Jeremy Stevens
Richard Phelan
William Romano
Stephen Andrew Leggett
Jacquelyn Marie Thorsen
Isaiah Fisher Riddle
Thomas Nickerson
STEVEN NEIL HENRICKSON
Christian Maurice Smith
Peter Ingram
Josiah Yost
Liam Bielik
Jonathan Mena
Liam Xavier Leahy
Joseph Thomas Pezent
David Ryan Kornitzer
Tyler J Banker
Ilia Hadzic
Jarid Neigal Childress
Jon Christopher David Ness
Eric Michael DeLong
Shelby Gregory
Jason Dale Gant
Rob Daniel Gray
Samuel Efrain Acevedo Suarez
Robert Carl Eger
Blake Lamar Brantley
Ahmed Sekou Perkins
Kobe James Childress
Samuel Robert Bruce
Nicholas Paul Seymour
Oliver James Bowen
Eric Douglas Young
Elijah Tirso Soto
Nathanael Stephen Hess
Bradlee Paul Louis Seehausen
Margaret Theobald Costanzo
Corey Menter
Richard Stephen Brown
Carlos Esquivia-Cruz
Jackson Hulgan
Chase David Hunt
Adam Austyn Granville
Aaron Matthew Dahl
Darius Dontae Newbill
Nicholas Reed Fullerton
Jenna Van Valkenburg
John Reitz
Preston Patrick Parke
Thyttus Andallon Delos Reyes
Inna Cheshev
Edward Munir Bakhos
Harris James Garrison
James Theodore Heffernan
Devin Alexander Boyle
John Crespo Reyes
Danielle Boerger
Sushil Suresh
Eric Aleman
William Paul Love
Juan Sebastian Rothman
David Summers Jarrett
Griffin Alexander Newby
Jacob Jones
Ethan Robert Hollenbach
Tyler James Lowe
Miguel Ortiz
John Charles Cote
Frederick William Lloyd
Jackson Collier Bakich
Jackson Tyler Mock
Ekrem Muhamedagic
Edvin Muhamedagic
KEVIN C MARONEY
Zachary Howard
Christian Creamer Ward
Pufan Zhang
FRANKLIN RUSSELL BEARD
LISA MARIE BADDER
Patrick Ryan
Kennon Joseph Tyre
Campbell Williamson
Joseph Melhado
Peter Hargitai
Scott Elliot Bostick
Reed William Ganey
Cameron Ross Slack
Thomas Derek Heed
Alexis Firmin Jean Guilloux
Stephen Harrison
Joseph Charles DeSiena
Thomas Andrew Schmid
Grant Clemons
James Layton Jones
David Michael Heykens
Hugh Johnson Saussy
Rebecca Ann Rosengard
Sarah Katelin Cahan
Jason Sorensen
Mauricio Nicolas Oelsner Gutierrez
Matthew JOSEPH Campbell
ROBERTO COSTA
SARAH MILLER
SKYE ARDEN HAMILTON
ANDREW AYERS
Chandler Moeller
Michael G Della Porta
ERIK BAKER BROOKS
TAMMARA ANN TOTON
BRENDA ANNE BARRETT
JOSEPH JAMES MALTESE
CHRISTOPHER SAMUEL OSHEA
ALFRED CHARLES DELLAPORTA
Alan Wade Painter
Steven Michael Farmand
MIKE B. FARMAND
SAMUEL WESLEY MAIMONE
Jonathan C Diaz
Winslow Nathaniel Wheeler
DEIDRE NICOLE WILLIAMS
CORRINE M VOIGHT
JUAN MANUEL VIAL
LEDIO SIMONI
ERIN D EIRAS
VICTORIA JEAN HOCH
SCOTT C WOHLERS
Annette Y Campos
MARK WILLIAM ROSS
DAVID JONATHAN STROHECKER
CHARLES ROBERT ARMSTRONG

Within 25 miles of Amelia Island, FL, Best Investors lists 90 registered investment advisory firms with 201 offices nearby, managing about $12.8T in combined regulatory AUM across 2,590,982 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 Amelia Island

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM