Best Investors Account Sign in

Best financial advisors in Indian Harbour Beach, FL

Registered advisers within 25 miles of Indian Harbour Beach, FL.

Offices
208
Firms
85
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,484,800 clients when Item 5C has a number
Avg / client
$7.64M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
EPPES WEALTH MANAGEMENT
SAVANT WEALTH MANAGEMENT
ANTARES CAPITAL CORPORATION
KREHBIEL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
CREATIVEONE SECURITIES, LLC

Investors

ALEXANDRA MICHELLE GROH
James S Szczybor
Joel S Sanders
Dan Delzingaro
Jacob L Miller
Kameron Zane Snow
James Norris Eppes
JAMES BRENT OSTRANDER
ROBERT MICHAEL DEVRIES
Brooke Morgan Jones
MARIA SULICK
LAURA KATHLEEN CHIESMAN
Matthew Dickson
John Edward Krehbiel
Karl Edward Krehbiel
Anthony David Milla
Russell Timothy Stuart
Christopher Edward Fitzgerald
DOROTHY MARIE BOURLIER
MAX BENJAMIN HASPEL
SPENCER NATHANIEL BLAIR
MATTHEW W BOURLIER
KATHERINE SARA VANSANT
Kathleen M Carson
JOEL ANDREW TARGGART
SCOTT J ROSLONOWSKI
DAVID THOMAS RYAN
MICHELLE PAMELA REED
JAMES DARRELL BOWEN
Ryan Alan Franco
Steven Banta Ulrichs
DIANA JAMIE JABBOUR
MARCEL KOJI POPE
MICHELE SHARPE SCHNEIDER
LISA PATTERSON SCHNOKE
JOSEPH TOWNSEND
CHAD THOMAS COLBERT
WOODROW WILSON CLARK
Fong K Chan
TISHA ANNE HILL
Juan Pablo Pacheco Cornejo
Terry James George
JOHN BECKER
Robert O Godfrey
Sandra Gunthorpe
CHARLES RANDALL STEELE

Within 25 miles of Indian Harbour Beach, FL, Best Investors lists 85 registered investment advisory firms with 208 offices nearby, managing about $11.3T in combined regulatory AUM across 1,484,800 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 Indian Harbour Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM