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Best financial advisors in Conch Key, FL

Registered advisers within 25 miles of Conch Key, FL.

Offices
5
Firms
4
Combined AUM
$2.88T
Firm-wide filings, not assets booked only here
Clients
368K
368,242 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Investors

Melanie M Ornelas
Sarah Anne Cizmas
Thomas Stephen Cooper
PETER GEORGE CHAPMAN
Zachary Chapman Moss
NICOLE KRISTINE IRWIN
Jeffrey Collins Davis
ALISSA MARIE WHITTLE
DARIN RUSSELL CARROLL

Within 25 miles of Conch Key, FL, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $2.88T in combined regulatory AUM across 368,242 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 Conch Key

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM