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Best financial advisors in Beverly Beach, FL

Registered advisers within 25 miles of Beverly Beach, FL.

Offices
115
Firms
60
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,665,733 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
CAPSTONE INVESTMENT MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MARIA L REGECI
JOHN THOMAS BIRNEY
Edwin Vincent Pruitt
Andrea Nichole Gulliksen
MELODEE S PITTS
ANDREA CHRISTINA BISHOP
KRISTEN NICOLE MOCK
JOHN DAVID DOWNEY
KEITH ADAM WILTFONG
JONATHAN KAHALLIL CHOEZ
ROBERT SCOTT WALL
NOBLE GANARDHANAN
DUANE CHARLES LASHER
ADRIAN C LEWIS
DENNIS JAMES WILLIAM COWELL
WILLIAM KENNETH WILLIAMS
MICHAEL JOHN DESANTIS
SCOTT HENRY LEVINSON
KAY CHERE SMITH
DAVID LEE FOWLER
Jonathan Convery
EDWARD EMILIO HERRERA
CONNOR Alexander FIORENZO
SAROJ KRISHNA KASTURI
MATTHEW JOHN DECKMAN
TARA JEAN SHOWALTER
STACI W LEONARD
MICHAEL JOSEPH TESTONI
PAUL JONATHAN STREETER
PAUL EDWARD SANTOS
Alyssa Thornton
Richard Alan Thornton
Michael A Lapshin
ELISA CAMERON MAXWELL
SAMUEL DICKSON
HAGOP HOVSEP KESHISHIAN
JOHN MARTINI JANSEN
Steven Michael Vasseur
Ryan Larmann

Within 25 miles of Beverly Beach, FL, Best Investors lists 60 registered investment advisory firms with 115 offices nearby, managing about $10.2T in combined regulatory AUM across 2,665,733 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 Beverly 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM