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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

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FARTHER
NEWEDGE ADVISORS
49 FINANCIAL
OSAIC WEALTH, INC.
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINED EQUITY MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DEIDRE LOUISE KNOTT
MICHAEL JASON YOUNG
Jonathan Louine
THOMAS GEORGE VENTURA
Jeremy Allen Scott
Amy R McGlohorn
Aaron Phillip Sheklin
ALLAHYAR SHOKOUHI NEJAD
Boston Ryan Prachyl
Andrew John Whitaker
Filipe Augusto De Barros Gusmao
MARK MATTHEW DEMAINE
AUSTIN JAMES RYAN
RYAN G. GOODWIN
KEVIN DUANE HUMPHREY
GABRIEL GONZALEZ PUERTO
KAI-TING CHEEK
JOHN FRANCIS COMBS
Richard Andrew Sikorski
BRIAN SASAKI- SCANLON
JOHN MICHAEL MCCANN
Nicholas Barulic
JOHN DOUGLAS TABOR
Cory Ryan Wilcox-Vasquez
JAMES MARTIN DEBERRY
Tiffany Anna Harmer
Christian Testa
DAVIDA MCGUIRE CARTER
JAMES J HUGHES
Everett Blake Massey
JOHN BEEHNER
MARK ALAN LAMENSDORF
CYNTHIA LOUISE Frazier
STEPHEN WALLACE KOWITSKI
SARA GROSS
PRESTON ARTHUR MILLER
SAMUEL KINCAID BARRINGTON
SHANE Alexander TSCHAPPAT
DANIELLE LOUISE LITTLEFIELD
ROBERT RUSSELL WALLS
Blaine Christopher Johnson
JACOB CARVER
MIRANDA MARIE KIMBALL
Kyle S Leiser
GARY CHRISTOPHER THOMPSON
DONALD VINCENT DAVEY
Brooke Nicole Holden
Ian J Baptiste

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