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Best financial advisors in Balm, FL

Registered advisers within 25 miles of Balm, FL.

Offices
695
Firms
276
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,309,540 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
SIMPLICITY WEALTH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Dana Navarro
MARK JAMES ROSSMILLER
Shweta Bhan
Guillermo Cornejo
ANTHONY LEONARD GERACI
BRETT WILLIAM SHEPPARD
TYLER YIM
LOIS N YIM
Patrick Shaun Compston
Sebastien Risselin
GARY GRANT MAHAN
Isaac J. Treesh
TERRENCE DUSHAN DUNCAN
MEGAN CHERIE BOSTON WOOD
PAUL WILLIAM SPONSELLER
CHARLES JASON CONNER
DANIEL WILLIAM WALSH
JEAN PIERRE RULLIER
MICHAEL VINCENT MCCORMICK
ROBERT DANIEL HARTLAND
GLENN KRCMARIC
James Paul Berndt
SCOTT GEORGE ALLISON
PETER JOSEPH FARINA
CANDACE HEISS GREENE
JILL MARIE KELLY
JOHN MICHAEL PRICE
MARC JAY BESHANY
MICHAEL CONNORS PRICE
RICHARD JAMES RIOS
ROSLYN CARTER
Agata J Springstead
ALBERT JAMES CAMPS
Jeffrey Ryan Cerven
Rachel Nicole Kelly
PARRY JAMES WARD
Michael William Lucien Ball
PETER SAYRE

Within 25 miles of Balm, FL, Best Investors lists 276 registered investment advisory firms with 695 offices nearby, managing about $16.6T in combined regulatory AUM across 3,309,540 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 Balm

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 CAPTRUST 963 advisers $1.24T 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM