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Best financial advisors in Choctaw Beach, FL

Registered advisers within 25 miles of Choctaw Beach, FL.

Offices
82
Firms
42
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,266,922 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
NEWEDGE ADVISORS
WEALTHTRUST ASSET MANAGEMENT, LLC
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHIPSER WEALTH MANAGEMENT, LLC
FARTHER

Investors

William Keith Lamm
FRANK DAVID FIRESTONE
JAMES ROBERT RICHBURG
TOSHA MARIE FIRESTONE
SAMUEL ASHTON SHACKLE
GUSTAVO ADOLFO GONZALEZ
CARLOS ANDRES TORRES
JANICE DUNKIN BENNETT
Rufus David Allen
GERALD THOMAS CAMPBELL
DAVID PARKER DOWDEN
Zachary Seabolt
RYAN CABANISS
Carl James Mignacca
Samantha Rae Hoffstatter
JONATHAN MICHAEL TALLMAN
Gabriel Campbell
JERRY SCOTT BROWN
CORY JUSTIN FOSDYCK
LINDSEY J PETERS
COLLIN A MCCALL
Nina Caroline McDaniel
Jack R Mitchell
Shane Dohrer
CLIFFORD ANDERSON RUTLEDGE
JOHN GERARD MCHUGH
MICHAEL JOHN LEE
THOMAS OHEARN EIFLER
MEGHAN A. FALDUTO
ANGELA RAE HILDERBRAND
MARION BRADLEY EVERETT
KIMBERLY M JAMES
Mark Wesley Wingate
JOSEPH CHARLES SERRATO
CHRISTOPHER SCOTT FINKLER
DANIEL FELIZ
Krista Tracy Kenney
TRACY MARIE LARDIERE
Aaron Nathaniel Volz
JAMES TIMOTHY KERSANAC
MICHAEL JOHN FARNE
Kaide Michael Farne
BRANCE JAMES PARKER
DAVID MICHAEL RAUCH
BRETT STEPHEN CHIPSER
MOLLY SNOW LAZOR
BENJAMIN ALAN HALL
TODD SENSING
Stephanie Rae Duffield

Within 25 miles of Choctaw Beach, FL, Best Investors lists 42 registered investment advisory firms with 82 offices nearby, managing about $9.26T in combined regulatory AUM across 1,266,922 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 Choctaw 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM