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Best financial advisors in Jacksonville Beach, FL

Registered advisers within 25 miles of Jacksonville Beach, FL.

Offices
465
Firms
171
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,741 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
DISCIPLINED EQUITY MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
LINCOLN INVESTMENT
SHORELINE EQUITY PARTNERS, LLC
J. W. COLE ADVISORS, INC.
EDWARD JONES
FARTHER
NEWEDGE ADVISORS
49 FINANCIAL

Investors

Kyle S Leiser
GARY CHRISTOPHER THOMPSON
Nicholas Barulic
KAI-TING CHEEK
JOHN FRANCIS COMBS
Richard Andrew Sikorski
BRIAN SASAKI- SCANLON
JOHN MICHAEL MCCANN
GABRIEL GONZALEZ PUERTO
DONALD VINCENT DAVEY
Brooke Nicole Holden
Ian J Baptiste
MARK MATTHEW DEMAINE
AUSTIN JAMES RYAN
RYAN G. GOODWIN
KEVIN DUANE HUMPHREY
Randall Levi Nakamura
Austin Hnath
Aaron Phillip Sheklin
ALLAHYAR SHOKOUHI NEJAD
Boston Ryan Prachyl
JESSICA FARAH BIERY
TIMOTHY MICHAEL LANIER
Amy R McGlohorn
JEFFREY SCOTT HOADLEY

Within 25 miles of Jacksonville Beach, FL, Best Investors lists 171 registered investment advisory firms with 465 offices nearby, managing about $14.5T in combined regulatory AUM across 2,777,741 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 Jacksonville 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 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