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Best financial advisors in Indian River Shores, FL

Registered advisers within 25 miles of Indian River Shores, FL.

Offices
88
Firms
50
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,476,758 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHERN TRUST SECURITIES, INC.
REHMANN WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LULLA WEALTH FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
CORRY CAPITAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
DOWLING CAPITAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FARTHER
J.P. MORGAN SECURITIES LLC
BIMINI ADVISORS, LLC
PROFESSIONAL ADVISORY SERVICES INC
VOCAP INVESTMENT PARTNERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

MICHAEL SHANE RASNICK
DAVID EARL JOHNSON
JEANNETTE MICHELLE MONROE
William Lewis Lazar
Blaine Perrin
JOSEPH CHARLES FALZONE
MELVIN DEAN RATCLIFF
Joanne Sardella
LUIS HUMBERTO WHU
MICHAEL MARTIN ZICKERT
JOHN EDMUND NEENAN
PERRY PAUL LEARNED
CHRISTINA LYNN SAVAGE
THOMAS ROWLAND LONERGAN
JOANNE KAREN WINDAS
JAMES ROY PAIGE
MICHAEL JAY BURNS
ROBERT ELDRED HILL
MITCHELL ANDREW BURNS
W PHILLIP WALSH
ROBERT ALLEN OTTESEN
Sydney A Hill
PETER DONALDSON PRENTIS
RALPH JAMES FEMMINELLA
KIMBERLY CARREIRO RIVERS
MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON
JAMES CLAUDE BRITT
RICHARD GARRITY
CHRISTY JOAN NORTHFIELD
LINDSAY MARGARET YENCHO
Hanson H Peirce
VINCENT JOSEPH CELANO
KRISTIE NICOLE EDWARDS
Selena E Carnohan
CHRISTOPHER TODD PORTER
LESLIE STEELE ASH
KENNETH FRANKMAN
Katherine Elizabeth Weaver
DANIEL GEORGE DECAMBRA
Joseph Helmy
COLLEEN CLARK HIGGINS
RYAN AVALLON BASS
Matthew Stephen Dowdle
Kayla M MacWilliam
DIANE P. NELSON
GRAYSON HEARD HOLLY
RUSSELL G CAPPELEN JR.
Lola C Danza
Glenn Christian Smith
Perry Allen Whitehead
ARMANDO H. BERMUDEZ
Caroline E Salvator
DAVID HARRIMAN WALKER
BRIAN MICHAEL SHAMBO
MARIA CHRISTINA KLIPSTINE
Maureen Lord
John Tovar
Scott Philip Schwartz
BAERBEL O'HAIRE
John R. Dobay
CHRISTIE GREEN
JOSEPH FRANCIS FESSLER
MARSHA G PETERSON
CARLEEN E PORRECA
PETER GOVE KELLY
VANDRA S BRASWELL
CHRISTOPHER Thomas MUSTO
Devin Ashlee Reed
JOSEPH D RINCHACK
Jeremy Schwibner
MATTHEW HEAFNER
MATTHEW WILLIAM SAUM
DIANN MARY SIKORA
KYLE WILLIAM MORGAN
ZACHARY R SHAVE
STEPHANIE J SPRINGER
JEFFREY CLARK PETERSEN
LAWRENCE REDFIELD BRASHEARS
PAMELA ANN PUNKAR
THOMAS FRANCIS NELSON
Mikael Daniel Montalvo Ruiz
TAYLOR BOONE HODGES
Blake Callahan
ROBERT EDWARD CAULEY
CHRISTOPER R STEELE
Kelly SUE Meinders
JORDAN MONROE BIEBER
JEREMY SCOTT GOLDBERG
CHRISTOPHER J CONNETT
CAROL LIGON BIEBER
ROBERT NATHAN POLACKWICH
DAVID ALAN JAFFE
CHRISTOPHER MICHLER BROWN
JENNIFER SULEMAN
Chase Perez Blanco
RAZVAN NICOLAE ILIE

Within 25 miles of Indian River Shores, FL, Best Investors lists 50 registered investment advisory firms with 88 offices nearby, managing about $11.7T in combined regulatory AUM across 2,476,758 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 River Shores

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