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Best financial advisors in Clearwater Beach, FL

Registered advisers within 25 miles of Clearwater Beach, FL.

Offices
1,003
Firms
357
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,811 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

CLARITY FINANCIAL ADVISORS LLC
HOWLAND AND ASSOCIATES, LLC
J.P. MORGAN SECURITIES LLC
UNITED ADVISOR GROUP
ANDERSEN
MUTUAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHICAGO EQUITY ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CORIENT
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
LPL FINANCIAL LLC

Investors

DOUGLAS STEVEN ROOT
JEDIDIAH PRESTON HOSTETLER
Ross Markham Thomas
Braeden Garrett Eubanks
Christopher Harrington David Cooper
Sheridan P Murphy
CHARLES HOWARD FISHER
DAVID REILLY HENDERSON
ALEXANDER JAMES CROSS
ROBERT LOMAX DOBBS
Grant Knowlton Dobbs
Charles Allen Young
JULIE ANN FISHER
DONALD CHRISTOPHER SCHULTZ
STEPHEN AUSTIN STAPP
TRACY LYNN MURDOCH
MARY-LOUISE FERGUSON
STACEY MARIE ELLIS
RONALD CLARK MASON
MICHAEL CURTIS FUNSCH
MILES TYLER GREEN
QUONG CHAN LAM
WILLIAM STEELE NUGENT
Frank Lisboa
Liam S Delaney
RUSS AMES
Joanne M Germak
SUSAN EILEEN COLACO
JOHN GERALD MARINO
DAVID WILLIAM HENWOOD
CONSTANTINE KALLENEKOS
JAMES Stuart OKUN
AINE MARIE TOMASSO
TERRENCE JOSEPH HORNSBY
MARSHALL EVAN AMES
Deven T Stewart
Conrado Antonio Asencio Asencio
SEAN LAWRENCE GOODRICH
David Mason Mevoli
Joseph Ritchey Godbout
LISA MARIE Binkley
PATRICK SHEPHERD
CHRISTOPHER KELLER
Nichole Hurst Adams
Patricia Lynn Lewis-Picard
Darren Ross Speizer
KONSTANTIN BYSTRITSKY
TODD B YOUNGS
CHRISTOPHER RYAN JAY
STEVEN CANTILLO
JOSEPH ROBERT CUDA
ANDREW R LUNDIN
Daniel Thomas Gaukel
LOGAN ANDRES DEVICENTE
ADRIENNE ELIZABETH BROWN
ADRIAN DUSTIN PRZYBORO
THOMAS MELVIN BRYANT
RICHARD J SPAYDE
BRIAN WILLIAM KASHLAK
ENRIQUE GALANG
JOHN ANDREW LOBIANCO
SUSAN FRITSCH
LAUREN POINDEXTER
Christopher J Service
Nathaniel C Beaver
JUSTIN B WHELAN
George Alexander Compton
Lindsey Marissa Kuklin
MARC EASTON WALKER
THOMAS ROSS BERRY
Thomas James Panos

Within 25 miles of Clearwater Beach, FL, Best Investors lists 357 registered investment advisory firms with 1,003 offices nearby, managing about $18.3T in combined regulatory AUM across 3,388,811 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 Clearwater 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 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