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Best financial advisors in Bayshore Gardens, FL

Registered advisers within 25 miles of Bayshore Gardens, FL.

Offices
575
Firms
263
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,160,630 clients when Item 5C has a number
Avg / client
$6.95M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
ON INVESTMENT MANAGEMENT CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
INSIGHT FAMILY FINANCIAL
AK INVESTING
PARKER FINANCIAL PLANNING, LLC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DARIN JAMES PIERCE
John Edward Hornberger
Isaac John Valley
KATIE LYNNE MCPARTLAND
Alejandro Eslava Cortes
ROBERT JAMES CLANCY
Oscar Edwin Lopez Gutierrez
JIM GERALD GERMER
Rebecca Simonds McSwain
Brent A Van Eerden
TERRY EUGENE REHFELDT
VINCENT REHFELDT
RICARDO DONALEXIS
ANTON IGOR KULIKOV
Janice French
Wesley Banks
Stephen James Schweigart
CHRIS FRANKLIN PARKER
John William Booth
James A Booth
Nicholas A Irving
ALAN BEVERLY IRVING
Michele Samuels El-Amrani
ALEXANDER GALEN GARNER
MICHAEL JOSEPH PALEN

Within 25 miles of Bayshore Gardens, FL, Best Investors lists 263 registered investment advisory firms with 575 offices nearby, managing about $15.0T in combined regulatory AUM across 2,160,630 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 Bayshore Gardens

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