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Best financial advisors in Indian Rocks Beach, FL

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

Offices
931
Firms
341
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,387,370 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

ONESEVEN
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
UNIFY FINANCIAL ADVISORS

Investors

ALEXANDER JOSEPH ANGST
MARC LAWRENCE DELIA
PASQUALE EDWARD JURCZAK
NICHOLAS LOUIS KEATING
LAURIE ELIZABETH OATES
DAVID JOHN OATES
KEVIN ALAN LEY
STEPHANIE L RUSSELL
WALTER J HIEL
CURTIS WAYNE CHAMBERS
DEBORAH ANN PARRISH
MICHAEL COSTELLO
DAWN SUSANNE DEMERS
MALCOLM DAVID WALKER
MARC ALLEN WILKINS
Dustin Winship Henderson
Kent Erik Larsson
BRIAN CHRISTOPHER TULINSKI
Jay Christopher Timberlake
DAVID ANTHONY SCIGLIUTO
DAVID BRANDON COTTRELL
FORREST BRITT BARR
Destiny Kunzig Lozano
ADAM JAMES PACE
THIEN NHAN TRAN
Matthew Tyler Lewis
CHRISTOPHER ROBERT ROMAN
Keegan Michael Erva
DAVID LLOYD BENNETT

Within 25 miles of Indian Rocks Beach, FL, Best Investors lists 341 registered investment advisory firms with 931 offices nearby, managing about $18.3T in combined regulatory AUM across 3,387,370 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 Rocks Beach

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 CAPTRUST 963 advisers $1.24T 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