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Best financial advisors in Barefoot Bay, FL

Registered advisers within 25 miles of Barefoot Bay, FL.

Offices
162
Firms
81
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,637,550 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
TACTICAL FINANCIAL PLANNING INC
FOUNDATIONS INVESTMENT ADVISORS LLC
FLORIDA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
NORTHERN TRUST SECURITIES, INC.

Investors

Paul Erwin Reeves
Douglas Allen Miller
THOMAS PATRICK SHEPHERD
Jonathan Whitley
STEVEN PRESTEN OFFILL
Michael T. O'Brien
KERRY JEAN KIMMEL-GEIGER
Tasha Kou Shaheen
LINDA MARIE ROBERTS
Danielle Denise Douglas
Colin M Roy
MASON Edward MCCORMACK
Patrick Reece Marr
Ember Savannah Lytle
Dallas Troy Stokes
Kimberly Michelle Sowell
James Christopher Sowell
Ryan Patrick Hill
BUSTER EUGENE BURKETT
KRISS WINSTON BRYAN
Kaori Suzuki Fischer
Christopher Syngin Decker
JULIE MCCARTHY DECKER
PAUL FRANCIS MCCARTHY
Altair Stacey Watson
MICHAEL SHANE RASNICK
DAVID EARL JOHNSON
ALVIN LEROY MILLER
GARY D RYAN
Kyle Ferguson
DANIEL JOHN RIVERA

Within 25 miles of Barefoot Bay, FL, Best Investors lists 81 registered investment advisory firms with 162 offices nearby, managing about $12.6T in combined regulatory AUM across 2,637,550 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 Barefoot Bay

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