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Best financial advisors in Belleair Blf, FL

Registered advisers within 25 miles of Belleair Blf, FL.

Offices
982
Firms
351
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,684 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
MAGGI INVESTMENT SERVICES, LLC
HARVEY & COMPANIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
G. A. REPPLE & COMPANY
TRUIST ADVISORY SERVICES, INC.

Investors

SCOTT MARTIN SURACE
GERALD KENNEDY HOLMAN
JOHN FARREN
NICHOLAS R BIDDLE
ALISON ELIZABETH PAINTER
CHRISTOPHER ROBERT MAGGI
NATHANIEL JONES
LINDSAY FAWCETT
RACHEL AMELIA HODGES
THOMAS RICHARD MAHOWSKI
LAWRENCE ROGER HAMRICK-REMBOSKI
ANDY ORTEGA LOPEZ
CLARENCE SAMUEL MILLIGAN
Michael Robert Urbanski
Danielle Lynn Sagan
THOMAS SCHULLER
KENTON DEAN WILSON
John Stephen Kollar
MARIETTE DARLINE DAYTON
Shari Lynne
GERALD MALCOLM WEEKS
SEEMA VANESSA RAMROOP
KENNETH EDWARD ALLGOOD
THOMAS RAYMOND MORIARTY
KEVIN D MORIARTY
JASON LEWIS WALLACE
WILLIAM GEORGE CUMMINGS
SCOTT GILLIAM RUSSELL
CONNIE JEANNETTE BEERBOHM

Within 25 miles of Belleair Blf, FL, Best Investors lists 351 registered investment advisory firms with 982 offices nearby, managing about $18.3T in combined regulatory AUM across 3,388,684 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 Belleair Blf

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