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Best financial advisors in Gulf Breeze, FL

Registered advisers within 25 miles of Gulf Breeze, FL.

Offices
136
Firms
69
Combined AUM
$9.96T
Firm-wide filings, not assets booked only here
Clients
2.15M
2,147,556 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED CAPITAL FINANCIAL ADVISORS
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
HALE & DOERR WEALTH MANAGEMENT LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COASTAL EQUITY MANAGEMENT, LLC
SAFE HARBOR FIDUCIARY, LLC
FSA INVESTMENT GROUP, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

RICHARD THOMAS RIVERA
Jeffrey Braley
Rickey Blake Thomas
Jeremy Keith Carver
TRIPP CRAWFORD HALE
Heather Doerr
Diane Sales Lindsey
Ronald Thurman
Scott Ellis Shanks
Timothy Dean Stewart
JEFFREY JAY STEICHEN
KEVIN D FROST
AUDREY SABINE HIRST
ROBERT S CANN
THOMAS JOSEPH HENRIQUES
STEVEN H JUNGE
Joshua D East
Benjamin D East
STEPHEN G TIMBERLAKE
STACI ANN CORLEY
Petya Mihaylova Hamilton
EMORY WILKINSON
COVER COVER COOK BROOKS
BETH ANN NAVARRETE
Christopher Kelly
STEPHEN TYLER HARROD
STEVEN MICHAEL CLAY
JULIE ANNA KANDEL-POGUE
TONYA R ESTES
RYAN M OSBORN
MATTHEW H LACOUR
LORRIE ANN SWARTZ
LORI BETH PTACEK
Robert Mead Whibbs
Paul R Snider
Jeffrey Alan Brooks
Kyle Fortman
Robin G Crosby
James Kelly
William Van Voorhis
SUSAN DIANE REED
PAUL RUSSELL SNIDER
Kelly A Goodson
PATRICK W BROADUS
ANDREW RUSSELL FLOCK
DeShana Williams-Harbaugh
BRIAN TYLER HARROD
STACY SATTERWHITE LENTINE
JOHN EDWIN HUBER
MICHAEL PAUL BAGGETT
Lee H Ellis
MARY C HARPER
Jeanne S Howie
MARY ROBERTSON WHITE
MELISSA MATTESON
KEVIN SANBORN RYAN
Tina Yvonne Barnes
ERNST CHAD LEIDNER
MATTHEW P ONEILL
CAMERON SMITH
Bethany C McDonald
JUDITH PAITRA PRIM
KEVIN ALLEN HAMMER
Christopher Mark Brownson
Bevin K Countryman
Bret BRET Lomax
ROBERT MARK LEIDNER
David DWIGHT Zellner
Ashley Moore Hooper
Richard P Poirier
Marjorie T Moore
JAMES DENNIS PRIM
Ignacio Sebastian Salazar
CORBIN M ELLARD
Karl Albert Hanna
HOWARD BRUCE MARSHALL
SCOTT RYAN MCCAGHREN
NANCY MCGHEE LOWREY
BRETT JEFFREY AKERS
MATTHEW WILLIAM BALKA
MATTHEW CHRISTOPHER DURHAM
JOHNATHAN DAVID HOSMAN
JAMES ANDREW WEBB
James Paul Hosman
Kyle R Epstein
JAMES RANDALL WELLS
Skyler Tate Erben
Elke Winona Chenevey
Belinda Miller
William Chase Strickland
JOHN SCOTT TUTTLE
Jennifer A Johnson
DAWNE BOSWELL REHM
Nicholas John Mann
MEI L LOWERY
MARTHA JONES
JONATHAN L WARREN
WILLIAM FRANCIS
DAMON SMITH
CARL WILLERT
Wiktor Gier
Amelia Sherrill Pate
MARK EUGENE HANNUM
MICHAEL DEWAYNE DOUGLAS
RYAN DOUGLAS PATTON
JENNIFER ELIZABETH MILLER
BARKSDALE JORDAN
Alyssa Schuster
Michael Eric Mabire
ALEXANDER EFSTATHIOS VARIDIN

Within 25 miles of Gulf Breeze, FL, Best Investors lists 69 registered investment advisory firms with 136 offices nearby, managing about $9.96T in combined regulatory AUM across 2,147,556 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 Gulf Breeze

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM