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Best financial advisors in Belleair Shrs, FL

Registered advisers within 25 miles of Belleair Shrs, FL.

Offices
967
Firms
347
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,148 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

BELLEAIR WEALTH MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
BELLEAIR ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEMINOLE ADVISORY SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
ECONOLOGICS FINANCIAL ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
PFS INVESTMENTS INC.
UNIFY FINANCIAL ADVISORS
SPC

Investors

DAVID JOHN KRUIS
MELISSA ALENE PINKERTON
JAMES ANTHONY BANKES
RANDY ALAN PATTISON
DANIEL OTIS WOLF
JAMES MILTON CLARK
SEAN Alexander BLANDING
Daniel Marshall Hall
Steven Hart
Brenda Burton Ehrke
JASON DAVID WOLGEMUTH
Joshua Thomas Abrahamson
Frank Schiro
ERIC STEVEN MILLER
Zachary Paul Abbotoni
ERIC ALAN GERSCH
Liam Laughlin Black
Michael John Samulski
Michael Paul Tancreti
HONOR B RODGERS
GENE ALEXANDER MELAMUD
Hunter J Burnette
Keith Alvin Homme
JAMES LOUIS ROBLE
GARY CARL WINTERMEIER
RICHARD BARRY CANTER
BERTA MARIA MCDANIEL GONZALEZ
DAVID BRANDON COTTRELL
WALTER J HIEL
CURTIS WAYNE CHAMBERS
MARC LAWRENCE DELIA
PASQUALE EDWARD JURCZAK
NICHOLAS LOUIS KEATING
LAURIE ELIZABETH OATES
DAVID JOHN OATES
KEVIN ALAN LEY
Keegan Michael Erva
DAVID LLOYD BENNETT
Estrella Espinoza
PATRICK JAMES WELSH

Within 25 miles of Belleair Shrs, FL, Best Investors lists 347 registered investment advisory firms with 967 offices nearby, managing about $18.3T in combined regulatory AUM across 3,388,148 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 Shrs

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