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Best financial advisors in Cocoa Beach, FL

Registered advisers within 25 miles of Cocoa Beach, FL.

Offices
217
Firms
84
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,467,300 clients when Item 5C has a number
Avg / client
$6.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
J. W. COLE ADVISORS, INC.
INDEPENDENT FINANCIAL PARTNERS
COLUMN PARK ASSET MANAGEMENT, LP
LUMINARY FINANCIAL ADVISORS, LLC
VALMARK ADVISERS, INC.
PVG ASSET MANAGEMENT CORP
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Jason Alexander Carey
RODNEY JACKSON
ELIZABETH ANN WEIDO
CHARLENE AGNES BEACH
Kerron John Greaves
JOSEPH IANNUZZO
JUSTIN MATTHEW CONNORS
WARREN EDWARD BURGER
NICOLE RAE FUHRER
ROBERT CLARK SLANE
DONALD MELVIN BENSON
STEVEN FOSS LIBBY
JUSTIN THAYER HOLLENBACH
CLINT PARKER
Joseph Martin DelBene
KATHRYN MARIE MILLER
SAL GIANFORTUNE
ALBERT JAMES CAPRARA
CHRISTOPHER OTTO HAIN
KATHLEEN MARIE LAMKE
CECILIA MAE ROSS
Allison D. Stevenson
James D King
GEORGE PATRICK FARLEY
THOMAS VADEN GUILL
STEPHEN JOSEPH SCOTT
CHRISTOPHER JANSON DAVIS

Within 25 miles of Cocoa Beach, FL, Best Investors lists 84 registered investment advisory firms with 217 offices nearby, managing about $10.2T in combined regulatory AUM across 1,467,300 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 Cocoa Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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