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Best financial advisors in Debary, FL

Registered advisers within 25 miles of Debary, FL.

Offices
616
Firms
263
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,289,177 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEFILS WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
BNY MELLON SECURITIES CORPORATION
TRUIST ADVISORY SERVICES, INC.
FINANCIAL LIFE DESIGNS LLC

Investors

Bradford J Tallman
Jeremy H Adams
ERIKA EVANS TEXTER
LEYTON EVANS
MICHAEL THOMAS EVANS
JAMES ALAN RAYNOR
Richard Brian Coloni
Deborah Sue Hawksworth
SHAWN ANTHONY WALTON
SEBASTIAN ANTONIO GALARCE
Ana Maria Arango
Bernard Joseph LeFils
Debbie Van Gaale
Leigh Ann Lyon
Julian Reed Cook
Elaine A Daniels
Nicholas Michael Volence
Neetu Behl
Madison Jane Hill
Frederick Steven Craig
Calin Hartshorn
AMIT PATEL
RYAN JOSEPH BUCHHOLZ
Jesse Michael Plunkett
RISHABH SHUKLA
Ian Markowitz
MICHELLE LYNN MEEKS
JAMES WILLIAM PETRUSKY
EVAN ALEXANDER FILLION
SHANNON BRI'ANNE HILL
Tyler Paul Jones
AUDREY WEHR JONES

Within 25 miles of Debary, FL, Best Investors lists 263 registered investment advisory firms with 616 offices nearby, managing about $15.1T in combined regulatory AUM across 3,289,177 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 Debary

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM