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Best financial advisors in Fernandina Beach, FL

Registered advisers within 25 miles of Fernandina Beach, FL.

Offices
232
Firms
112
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,677,554 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
ROSSBY FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SENTINEL ADVISORY CORP
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
SIDE DOOR VENTURES
CWM, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GIBBS WEALTH MANAGEMENT, LLC

Investors

Fernando Cevallos
Brian Christopher Weepie
DUSTIN JOHN CARY
MADISON MADILL
NICOLA S NICHOL
VICTORIA KHALIL
ANTHONY DAVID MARTINEZ
BRUCE PETERSON ESHBAUGH
Kim Rutledge Boylan
Carmen Marie North
Brian P Henning
Andrew Newton
BRITTANY KUBALA
DAVID SCHROTT
JAMES LEY QUIGLEY
Todd Douglas Mitchell
Steven Gerald Gibb
STEVEN JOSEPH NICKLAS
Jodi Anderson Collins
Carissa Katzmayr McCullough
STACY JANE SUMMERLIN

Within 25 miles of Fernandina Beach, FL, Best Investors lists 112 registered investment advisory firms with 232 offices nearby, managing about $15.1T in combined regulatory AUM across 2,677,554 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 Fernandina 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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM