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Best financial advisors in Hobe Sound, FL

Registered advisers within 25 miles of Hobe Sound, FL.

Offices
521
Firms
282
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
2.90M
2,900,100 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PARSONS CAPITAL MANAGEMENT INC
CETERA INVESTMENT ADVISERS LLC
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
521 CAPITAL GROUP, LLC
KOVACK ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ELEVATION POINT WEALTH PARTNERS, LLC
PNC WEALTH MANAGEMENT LLC

Investors

GUIA ESTRELLA BROWN-ROSSOW
John Peterson
Lee Gregory Curtis
RUTH KILLEEN MULLEN
CHUNG WAI WONG
ROBERT WHITE PARSONS
Paul Joel Feinsinger
CRAIG STANLEY LAPPEN
Robert R. White
JUAN ANGELES BERNAL
MARIA ANTONIA SILVA-HOYOS
JAMES EDWARD THOMSON
THOMAS PAYTON COLLINS
David Wieseneck
STEVEN Paul COLE
Kyle Kenneth Stone
Mando Joseph DiBartolomeo
JOHN THOMAS TERZAKIS
christine a kennedy
ANDREW JAMES PLUM
CODIE JEAN ALLEN
THOMAS CULLEN
ANDREA Lynn CORDING
Taylor Brandon Marsh
KATHLEEN CATON BURKE
MARK WILLIAM ROSS
DANIEL MOLINARI
JOHN D HELD
JOSEPH LEE RENEAU
DIANA DOCEA
MICHAEL SCOTT STOLOWITZ

Within 25 miles of Hobe Sound, FL, Best Investors lists 282 registered investment advisory firms with 521 offices nearby, managing about $17.6T in combined regulatory AUM across 2,900,100 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 Hobe Sound

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM