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Best financial advisors in Apollo Beach, FL

Registered advisers within 25 miles of Apollo Beach, FL.

Offices
952
Firms
331
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,393,981 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

DFN MANAGEMENT LLC.
VECTORWEALTH
VICUS CAPITAL, INC.
LPL FINANCIAL LLC
ATLAS PRIVATE WEALTH ADVISORS
GRAND CENTRAL INVESTMENT GROUP, LLC
SFG WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
OSAIC INSTITUTIONS, INC.
EDWARD JONES
THE AMBRUS GROUP LLC
CLEARTREE ASSET MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NEWEDGE ADVISORS
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

GREGORY MATTHEW DOOLEY
SEAN KIRBY LOUDERBACK
Sahil Madan
NICHOLAS JOHN KOEN
Matthew J Mog
Zachery Dean Otwell
CHAD RYAN CHUBB
Steven Brazell
Jason Sampson
MICHELLE ERI HALPIN
CHARLES EDWIN POE
BRUCE DONALD SNYDER
Daniel Thomas Bader
Emily Elizabeth Kelly
David John Zallo
Kathryn Mary Conroy
AIAD F ABDELSHAHEED
JOHN BESSE
DAVID CHARLES HINSON
AMY LYNN BARNES
MICHAEL W CONNORS
Whittney D Harvey
Sanja Anderson
Jasmine Rosa-Maree Butler
John Shonk
WILLIAM FREDERICK WISE
WILLIAM PATRICK HUSSEY
MARGARET O'GRADY ROSET
ELSON T CHRISTIAN
JOHN J LANGFORD
DANIEL Joseph Anthony LAFERRIERE
Kyle Allen
DETLEF MICHAEL SCHOEPPLER
MITCHELL DAVE MEURLOTT
Brandon Schoeppler
HAROLD JAY LAUBER
David Newhard
Lauren Elizabeth Silva
Brian Rowland
Scott Lee Seifer

Within 25 miles of Apollo Beach, FL, Best Investors lists 331 registered investment advisory firms with 952 offices nearby, managing about $18.5T in combined regulatory AUM across 3,393,981 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 Apollo Beach

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM