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Best financial advisors in Jensen Beach, FL

Registered advisers within 25 miles of Jensen Beach, FL.

Offices
166
Firms
76
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.01M
2,005,405 clients when Item 5C has a number
Avg / client
$6.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
W.H. FINANCIAL SERVICES, INC.
FAMILY FIRST FINANCIAL PLANNING
GREAT VALLEY ADVISOR GROUP, LLC
SEQUENT PLANNING, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
FOGEL CAPITAL MANAGEMENT INC
VICTRIX INVESTMENT ADVISORS
SPECTRA INVESTMENT MANAGEMENT, LLC

Investors

Patricia Lee Rosendahl
Krista K Rosendahl
Arthur Daniel Manfredi
Cody Elias Azzi
Hayden Minix
JOSHUA KENT CRAWFORD
RICARDO NUNEZ
ELITA LUZZI
JOHNNY FABIAN CORTES
James Coleman Gillis
William H Hazlett
LESLIE ELLEN TROWBRIDGE
Sharmon Tourjee
LEO FREDERICK SAGE
DAVID C GORNITZKY
Nathaniel Michael Gornitzky
GALINA KONSTANTINOVNA KOVAL
JOHN DAVENPORT WISWELL
Blake Wiswell
DAWNA DUCLAU
KEVIN JOSEPH MOREE
David Hanson
THEODORE SARANTOS
JODY GAIL ZIRN
Lacey Thompson-Krul
Casey Christine West
MICHAEL FREDERICK FOGEL
BLAISE HAYDEN
JODI RACHEL TRIBBLE
Deena L Jones
Maxwell Charles Fogel
Nicholas David Skillman
CHARLENE FOGEL
WILLIAM D THOMPSON
JAMI LEE MCCREE
Ross Helland Cutler
WILLIAM JAMES CHAPMAN
KEVIN DONALD KENNEDY
CHRISTINA MARY DELL'AQUILA
Scott Alan Roads
Micah Cameron White

Within 25 miles of Jensen Beach, FL, Best Investors lists 76 registered investment advisory firms with 166 offices nearby, managing about $12.1T in combined regulatory AUM across 2,005,405 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 Jensen 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 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