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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

INDEPENDENT FINANCIAL PARTNERS
MOONEY FINANCIAL
ROCKEFELLER FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
PLANMEMBER SECURITIES CORPORATION
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
DYNAMIC CORE CAPITAL PARTNERS
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WARREN EQUITY PARTNERS MANAGER, L.P.
PFS INVESTMENTS INC.
LIONSBRIDGE WEALTH MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.

Investors

BRANDON A. MARESMA
JOHN DONALD GOSZTYLA
KEVIN W SIDES
Benjamin D Carter
MIKE A VIVAS
Kristin M Justavino
Mason Harry
Kent Stewart Ralston
Joseph Ryan Bergman
David Tyler Mainster
Mark Eugene Bergman
David Joshua Marr
Douglas Alexander Harp
SCOTT STEPHEN JACOBS
ELLEN OBRIEN MIDDLETON
Ilayda Gulcan
Kaylee Lynn Smith
Crisdiandris Rojas
MARY FRANCES CARTER
FRANCES CARTER POVLOSKI
Ramey El-Abu
JUAN MANUEL VIAL
LEDIO SIMONI
DEIDRE NICOLE WILLIAMS
CORRINE M VOIGHT
Jonathan C Diaz
Winslow Nathaniel Wheeler
John Paul Lunney
Jonathan Louine
RICHARD RAYMOND ZANGHETTI
BRADLEY BRYAN RIDINGER
CAROLYN RENEE HAM
Matthew Lane Puckett Underwood
KEVIN CHARLES DELVALLE
JOSHUA JAVIER DIAZ
ANGELICA SAN MIGUEL LASSETTER
JAMIE TYSON RODGERS
MARLIN R HOWLEY
ROBERT ANDREW BRACEY
Craig Joseph Koproski

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