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Best financial advisors in Fleming Island, FL

Registered advisers within 25 miles of Fleming Island, FL.

Offices
464
Firms
172
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,465 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CAMARDA WEALTH ADVISORY GROUP
BLACK CREEK WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISOR SHARE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
FRENCH CAPITAL MANAGEMENT, LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JAY ANDREW FUNYAK
CHRISTINE HELMS
Michael Alexander Boudreaux
Neal Franklin McDaniel
Natalie Haskins
ERIC SCOTT GREGSON
ROSE MARY ELLISOR
Wendy Janisch Wolfe
ROBERT LAVON STRANGE
KARLE JOHN SIMMONS
Corey Loy Oliver
Anna Kathryn Wunderlich
Jeffrey Dylan Camarda
Niklas Lyle Brusen
KIMBERLY ANN CAMARDA
THOMAS RAZZANO
Forrest Gabriel Knopps
Ljubisa Vrcelj
JEFFREY MICHAEL FRANKLIN CAMARDA
CORY MATTHEW SHRADER
Wendell Chindra
CLIFFORD JONATHAN CAMARDA
RUSSELL ALLAN VORHIS JR.
ERIN V FOX
Robert Joseph Zacharias
JASON FRENCH
DAVID DANIEL JOHNSON
JESSICA LEADELL COOK
PAUL JONATHAN STREETER
Hansford Matthew Sasser
Heather Lauren Wright
Mitchell Lee Wright
CHRISTINE DANYELL CALDWELL
ULRIKE ANN LYON
DIPEN ANILKUMAR PATEL

Within 25 miles of Fleming Island, FL, Best Investors lists 172 registered investment advisory firms with 464 offices nearby, managing about $14.9T in combined regulatory AUM across 2,777,465 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 Fleming Island

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM