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Best financial advisors in Bay Pines, FL

Registered advisers within 25 miles of Bay Pines, FL.

Offices
954
Firms
348
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,387,660 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

LIGHTHOUSE FINANCIAL
EDWARD JONES
J.P. MORGAN SECURITIES LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
TARGETED FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
COMPASS FINANCIAL MANAGEMENT LLC
CROSSPLAN MONEY MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
FLORIO WEALTH MANAGEMENT, LLC
FIFTH THIRD SECURITIES, INC.
PFS INVESTMENTS INC.

Investors

STEVEN ANTHONY WOTOVICH
Amy Sork Buck
Laurence Buck
Jared M. Lohden
Gasper Marcus Flores
Richard Brown
JILL LINDA GIBB
Jake Robert Rubin
ALAN RUBIN
Aaron Edwin Middleton
JOSEPH WILLIAM DISE
JOHN RANDOLPH PALM
ALBERT BERYL LEWIS
RAYMOND RUSSELL MCKENNEY
Brennan Robert Hervey
RYAN BELFIORE
JONATHAN HARRISS SYMMES
Lisa Galish
THOMAS MICHAEL GARGIULO
James M Florio
CHRISTOPHER ROBERT ROMAN
TRACY TIMMERMAN
JAY M NATKOW
MICHAEL BRAVO
MATTHEW CHARLES WILDER
KEVIN MATTHEW HALIFAX
DEBORAH ANN STEPHENS
LEONARD FRANCIS KUCINSKI

Within 25 miles of Bay Pines, FL, Best Investors lists 348 registered investment advisory firms with 954 offices nearby, managing about $18.4T in combined regulatory AUM across 3,387,660 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 Bay Pines

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM