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Best financial advisors in Fellsmere, FL

Registered advisers within 25 miles of Fellsmere, FL.

Offices
145
Firms
61
Combined AUM
$9.36T
Firm-wide filings, not assets booked only here
Clients
1.29M
1,293,209 clients when Item 5C has a number
Avg / client
$7.24M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
TACTICAL FINANCIAL PLANNING INC
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
PFS INVESTMENTS INC.
FLORIDA FINANCIAL ADVISORS, LLC
OSAIC ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Michael T. O'Brien
KERRY JEAN KIMMEL-GEIGER
JOE LINN RALEY
DANIEL JOHN RIVERA
Kyle Ferguson
Tasha Kou Shaheen
Kaori Suzuki Fischer
LINDA MARIE ROBERTS
Danielle Denise Douglas
Christopher Syngin Decker
JULIE MCCARTHY DECKER
PAUL FRANCIS MCCARTHY
Altair Stacey Watson
BUSTER EUGENE BURKETT
Ryan Patrick Hill
KRISS WINSTON BRYAN
Colin M Roy
MASON Edward MCCORMACK
Patrick Reece Marr
Ember Savannah Lytle
Dallas Troy Stokes
Kimberly Michelle Sowell
James Christopher Sowell
ALAN MICHAEL JOTKOFF
Ryan Philip Jotkoff
ADAM MICHAEL MARK
Patrick Edward Nickerson
ALEX DAVID DEANER
JEFFREY PAUL CADEN
MICHAEL OSBORN
NANCY BROOKS YOUNG
BRIAN JAMES WEST
STEPHEN GERARD ROSSI

Within 25 miles of Fellsmere, FL, Best Investors lists 61 registered investment advisory firms with 145 offices nearby, managing about $9.36T in combined regulatory AUM across 1,293,209 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 Fellsmere

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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