Best financial advisors in Eglin AFB, FL

Registered advisers within 25 miles of Eglin AFB, FL.

Offices

80

Firms

40

Combined AUM

$9.21T

Firm-wide filings, not assets booked only here

Clients

1.10M

1,095,227 clients when Item 5C has a number

Avg / client

$8.41M

Combined AUM ÷ clients

Nearby offices

MML INVESTORS SERVICES, LLC

1270 NORTH EGLIN PARKWAY SUITE A-11
SHALIMAR, FL 32579

EDWARD JONES

1188 N EGLIN PKWY
SHALIMAR, FL 32579

FIRST COMMAND ADVISORY SERVICES

1120 N. Eglin Pkwy.
Shalimar, FL 32579

STATE FARM INVESTMENT MANAGEMENT CORP.

296 Bayshore Dr
Niceville, FL 32578-2423

CETERA INVESTMENT ADVISERS LLC

838 EGLIN PARKWAY NE
FORT WALTON BEACH, FL 32547

PFS INVESTMENTS INC.

111 BAILEY DR STE 1
NICEVILLE, FL 32578

PFS INVESTMENTS INC.

111 BAILEY DR SUITE 1A
NICEVILLE, FL 32578

PFS INVESTMENTS INC.

111 BAILEY DR SUITE 1B
NICEVILLE, FL 32578

EDWARD JONES

1113 E JOHN SIMS PKWY
NICEVILLE, FL 32578

EAGLE STRATEGIES LLC

225 MAIN ST STE 12
DESTIN, FL 32541

WELLS FARGO CLEARING SERVICES, LLC

91 RACETRACK RD NW
FORT WALTON BEACH, FL 32547

EDWARD JONES

1849 JOHN SIMS PKWY E
NICEVILLE, FL 32578-2337

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

189 EGLIN PKWY NE
FT WALTON BEACH, FL 32548

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

45 EGLIN PKWY NE
FORT WALTON BEACH, FL 32548

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

92 EGLIN PARKWAY NE
FORT WALTON BEACH, FL 32548

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

29 EGLIN PARKWAY
FORT WALTON BEACH, FL 32548

STATE FARM INVESTMENT MANAGEMENT CORP.

24 Eglin Parkway
Fort Walton Beach, FL 32548

OSAIC WEALTH, INC.

228 BROOKS STREET SE
FT WALTON BEACH, FL 32548

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1014 HIGHWAY 98 E
DESTIN, FL 32541

EDWARD JONES

238 Miracle Strip Pkwy SW Ste 101
Ft Walton Beach, FL 32548

Firms

MML INVESTORS SERVICES, LLC

FIRST COMMAND ADVISORY SERVICES

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

PFS INVESTMENTS INC.

EAGLE STRATEGIES LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

Investors

DONALD JEROME NORSE

Lesley Anne Telatovich

Frank Allen Painter

Jeffery Darryl Noe

Marissa Anne Cross

DAVID HENRY BROOKS

ESTEBAN VERGARA

CHRISTOPHER SCOTT WILSON

Cecil Eugene Redmon

MARK EDWARD KILBRIDE

FRANK DAVID FIRESTONE

JAMES ROBERT RICHBURG

TOSHA MARIE FIRESTONE

SAMUEL ASHTON SHACKLE

GUSTAVO ADOLFO GONZALEZ

CARLOS ANDRES TORRES

JANICE DUNKIN BENNETT

Rufus David Allen

JAMES TIMOTHY KERSANAC

CATHLEEN SUSAN BROCK

William Keith Lamm

Draylen Dayjuan McGrew

TERESA A MCLAUGHLIN BASS

STEPHANIE CLEMENTS JONES

MICHAEL ALAN BRADY

LUTHER MATTHEW BYRD

RAYMOND JOSEPH MCGOVERN

NANCY HUGHES KLINE

RACHAEL ANNE MCBRIDE

WILLIAM DALE KLINE

DAVID R DENSMORE

TED WILLIAM DENSMORE

JESSICA MICHELLE ATKINSON

CHARLES COOPER WEST

Courtney Kimberl Simpson

ALLEN BEACH WHITEHURST

Rachel Reed Miller

Matthew Wendt Ritter

Within 25 miles of Eglin AFB, FL, Best Investors lists 40 registered investment advisory firms with 80 offices nearby, managing about $9.21T in combined regulatory AUM across 1,095,227 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 Eglin AFB

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM