Best Investors Account Sign in

Best financial advisors in Baldwin, FL

Registered advisers within 25 miles of Baldwin, FL.

Offices
184
Firms
79
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,693,958 clients when Item 5C has a number
Avg / client
$6.52M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GULLANE CAPITAL, LLC
HEADLAND CAPITAL
FIRST COMMAND ADVISORY SERVICES
BIRCHCREEK WEALTH MANAGEMENT, LLC

Investors

JACOB CARVER
LETICIA PONCE OLEKSY
Matthew Scott Putney
Shawn David Michael Chapman
Annette Marie Bowald
Brittany Bowald
Joey Meininger
Frank Michael Meininger
Raeanne McCarty
RICHARD SCOTT MORRIS
Noah P Janda
LISA C ELKINS
SANDRA LEE EXELBY
COLLEEN MARY PARKHURST
KRYSTAL MICHELLE MEADOWS
Hansford Matthew Sasser
RUSSELL ALLAN VORHIS JR.
JESSICA LEADELL COOK
PAUL JONATHAN STREETER
EDWIN CAMPBELL ANDERSON
Andrew Boehmer
RICHARD ALVAH MILLER
MARGARET BARNETT EMMET
John M Hess
Antonia L Proctor
RONALD FRED SCARBOROUGH
JACOB DOMINICK BARTEL

Within 25 miles of Baldwin, FL, Best Investors lists 79 registered investment advisory firms with 184 offices nearby, managing about $11.0T in combined regulatory AUM across 1,693,958 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 Baldwin

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 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