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Best financial advisors in Barefoot Beach, FL

Registered advisers within 25 miles of Barefoot Beach, FL.

Offices
470
Firms
192
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,848,140 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

SORSBY FINANCIAL CORP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
MML INVESTORS SERVICES, LLC
NORTHERN TRUST SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A.
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
GENESIS WEALTH PLANNING, LLC
PRINCIPAL SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ONEDIGITAL
VENTURE VISIONARY PARTNERS LLC
PORTFOLIO MEDICS, LLC
PELICAN WEALTH ADVISORS, LLC

Investors

CHARLES CAWTHON SORSBY
CHRISTOPHER JEREMY MACFARLANE
RYAN THOMAS BLAUCH
ROBERT BOSCH
SYDNEY Anne MCMURRAY
JODI MICHELE AMOS
Patrik Richard Hamann
Grayson Hogoboom
Peter T Nguyen
THOMAS GUIDO AMBROSI
Nicklas Raymond Nagengast
THOMAS BOHANON
MICHAEL L LONGO
DONNA TURCOTTE CACCIA
RUSSELL JOHN ANDERSEN
DARRELL SIDNEY BROWN
MARK EDWARD TAYLOR
JONATHAN SHAW
ERIN M POWERS-WESTENDORF
Thomas Pignatelli
DEMETRIUS GILL LEVANTINI
Christopher Mikes
ROBERT TRAINA
MARTIN BERNAL
Brennan Joseph Baize
PAUL ALAN HANCOCK
DEVON T PHILIP
Wesley Robert Gallegos
Mari Gallegos
BRADFORD HOPKINS HYDE
STEFAN JOSEPH CONTORNO
Samantha Noel Galindo
IAN MATHESON
Shauna Sheree Barrier
JOHN MICHAEL HACKNEY
MARK DAVID FENTON
Joseph Matthew Pasquinelli
Ty LaVictoire
Brendon McDonnell
MATTHEW STROUD HELLEBUSCH
TRENT VERNON SPECKMAN
Patrick John Fortunato
CASEY S CROYSDALE
FRED FRANCIS LIEBAU
Jennifer Ann Ly
JOHN CHRISTOPHER CONRATH
Jeffrey Peter Leone
NEAL SKILES
ENRI D SANTEE
Geryl Werner Winterowd
Matthew Clement Hepburn
JOHN ALLAN BLACKLIDGE
MARTIN GEDDES HURLBURT
BRION TIMOTHY WALTERS
Kenneth Lee Clark
RAYMOND JOSEPH FILORIMO
JOHN ROBERT WEBSTER
JOHN MICHAEL BILLY
MARK Collins CAGLE
GERALD GRIFFITH
JOHN BRIAN WINTEROWD
MARIA R GARZA
ADAM J LINK
Ivan Hernandez
STEVEN DALE LANDIS
Fabian Ohore
JEREMY ISLEMAN
Rowdee Jonathan Taylor
DARRYL ROBERT BULL
Kevin Bertonneau
Tillie Allison
MICHAEL TIMMY Tran
Gregory R Markus
Ilsoon Yang
Bryan Blacklidge
James Todd Newton
Keith Rufus Lamb
Zachary Wagner
JOE FREELAND
NEVIN MICHAEL WOULAS
Mark Andrew Ragonese
FRANCIS PAUL RAGONESE
JUSTIN WAYNE MCGUFFEY
Jason Collins
MICHAEL HENRY HUBER

Within 25 miles of Barefoot Beach, FL, Best Investors lists 192 registered investment advisory firms with 470 offices nearby, managing about $18.3T in combined regulatory AUM across 2,848,140 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 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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM