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Best financial advisors in Daytona Beach Shores, FL

Registered advisers within 25 miles of Daytona Beach Shores, FL.

Offices
152
Firms
65
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,911,167 clients when Item 5C has a number
Avg / client
$3.49M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AVL ADVISORY LLC
LPL ENTERPRISE, LLC
TRIAD WEALTH PARTNERS, LLC
STRIVE RETIREMENT GROUP
REGAL INVESTMENT ADVISORS LLC
PFS INVESTMENTS INC.
BUCKLEY FINANCIAL GROUP
RAYMOND JAMES & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
ASHFORD INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Sarah Lina Smith
Brian Patrick Layman
Robert John Hall
Anthony Vincent Lupoli
FRANCESCA MANTAY
AARON PARKER NOLES
JOSHUA LLOYD OTTINGER
SCOTT MARK CAVANAUGH
Robert Hollands Darrow
RUSSELL L THOMPSON
PEDRO QUENTO DASH
JAMES FRANCIS BUCKLEY
Brooks Edward Tomblin
DARLENE MARIE PORTER
DEBRA DAWSON STEPHENS
Elizabeth A. Tomblin
FRANK ROBERT DIEGO
MILLA Gudukas
James Peter Myers
Kathleen Walsh Dulko
THOMAS VICTOR MCGUIRE
MICHAEL DENNIS WALSH
Kelsie Saskill
MELVA LYNN AUSTIN
Chad Anderson
Bennett J Durkin
BARBARA MONTGOMERY SELIG
Brian L. Peterson
James J. Tully
THOMAS EDWARD KEALY
Thomas Joseph Ventura

Within 25 miles of Daytona Beach Shores, FL, Best Investors lists 65 registered investment advisory firms with 152 offices nearby, managing about $10.2T in combined regulatory AUM across 2,911,167 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 Daytona Beach Shores

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