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Best financial advisors in Atlantic Beach, FL

Registered advisers within 25 miles of Atlantic Beach, FL.

Offices
468
Firms
172
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,099,513 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

BULL & BEAR CAPITAL ADVISORS, LLC
NEWEDGE ADVISORS
DAVIS CAPITAL MANAGEMENT
EDWARD JONES
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
SN PRIVATE WEALTH GROUP, LLC
DESTINY WEALTH PARTNERS, LLC
NESTEGGS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PGIM INVESTMENTS LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

MATTHEW BRIAN BISHOP
DAVID ROBERT FOX
CHRISTOPHER HAMPTON REUSCHLE
SARAH LYNN KELNE
JOHN COLLIN MURPHY
TROY RICHARD LERCHE
Thomas DaMour
TROY MAYNARD DAVIS
Benjamin Loeb
SHAWN JOSEPH MCCABE
SUSAN RAE HUGHES
MARSHALL DEAN GUNN
LISA ANNE PUTTICK
ERIN MARIE MCCARTHY
MICHAEL J MILLAM
WILLIAM STERLING NEWTON
Katie Marie McKee
CHARLENE DAWN CLAYTON
THOMAS WINSTON GOODRICH
Thomas W Goodrich
RITA MARGARITA CASTRO
Tyler Nicholas Dodson
KEVIN BROOKS CHEEZUM
IRENE ADELMAN
JAYSON DURAND JUDY
JAMES PETER DILORENZO
JARED ANDREW WHITTLE
CHRISTOPHER TODD BEUTEL
MARK F ROSENLOF
Jonathan C Diaz
Winslow Nathaniel Wheeler
DEIDRE NICOLE WILLIAMS
CORRINE M VOIGHT
JUAN MANUEL VIAL
LEDIO SIMONI
SAMUEL WESLEY MAIMONE

Within 25 miles of Atlantic Beach, FL, Best Investors lists 172 registered investment advisory firms with 468 offices nearby, managing about $14.5T in combined regulatory AUM across 3,099,513 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 Atlantic 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 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