Best Investors Account Sign in

Best financial advisors in Englewood Beach, FL

Registered advisers within 25 miles of Englewood Beach, FL.

Offices
209
Firms
95
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,610,039 clients when Item 5C has a number
Avg / client
$6.60M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COQUINA PRIVATE WEALTH ADVISORS
HUNTLEIGH ADVISORS, INC.
EDWARD JONES
CENTAURUS FINANCIAL, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
GREAT VALLEY ADVISOR GROUP, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SCP MANAGERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

RANDALL BRIAN FRANCIS
RUSSELL ANDREY SKIBICKI
KRISTIN ELIZABETH KEHL
GREGORY ORDMANDY
ROBERT FRANCIS CERRITELLI
Tyler James Amendola
Leah Ronnell van Welie
LAURA LOUISE AMENDOLA
JOSEPH PERCIVAL WILLIAMS
SHANNON CREE SAPP
Stephen Gerard Cook
James David Fendrick
Peter Donlevy
Steven R Muse
Jacob Cornell
Robert JS Smith
STEVEN JOSEPH MARKOVIC
Jean-Paul Ceballo
SAL STANZIONE JR
Christopher Padrick
Jamison Dale Edlin
Edward McKinney
Osmany Rojas
Gabriel Iglesias
JABIN WADE NILES
Jason Lee Cabral
TOUFIK JEBRANE BOUHAMID
CHRISTOPHER AARON NICHOLS
KRISTIN NELSON
ANASTASIOS KOURPOUANIDIS
CHARLES JOSEPH CASH
James Oliver Sproul
JARED DANIEL BURKE

Within 25 miles of Englewood Beach, FL, Best Investors lists 95 registered investment advisory firms with 209 offices nearby, managing about $10.6T in combined regulatory AUM across 1,610,039 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 Englewood Beach

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