Best Investors Account Sign in

Best financial advisors in Fort Pierce, FL

Registered advisers within 25 miles of Fort Pierce, FL.

Offices
156
Firms
79
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,697,802 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

CL WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MOTIV8 INVESTMENTS LLC
IFG ADVISORY, LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
EQUITABLE ADVISORS, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

DAVID ALAN LAKIS
ALBERT GEOFFREY WADE
YVENNETTE SERVIUS
KATHERINE MARY STIENESSEN
CHRISTINA WORTH KEMPRECOS
MICHAEL GERALD TERRIO
STEPHEN GLYNN DYER
Andrey N Kolpakov
OWEN P TENNYSON
JANE ELIZABETH BOURETTE
Matthew James Neal
Marci Hodge
DANA ALAN BINSBACHAR
HENRY W BINSBACHAR
DONALD RICHARD DESLAURIERS
KENNETH J GUNTKOWSKI
MARK ANDREW VALINOTE
ROBERT TIPTON BRYAN
RODRIQUEZ LEVONNE GASKIN
SILVANA CUADRADO
ERNEST JOSEPH
CLAUDIA JEAN
randy vasquez
Samuel Mingear
Darren Dean Mingear
KEITH THOMAS FOLEY
EVANGELINE GRISSOM BRUHN
ALFRED RICHARD SORICELLI
Brandon Buccieri
Trevor Durham
Nathan Reighard
MAURICE RENE LEVESQUE

Within 25 miles of Fort Pierce, FL, Best Investors lists 79 registered investment advisory firms with 156 offices nearby, managing about $12.4T in combined regulatory AUM across 2,697,802 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 Fort Pierce

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM