Best Financial Advisors in Key Largo, FL

Within 25 miles of Key Largo, FL, Best Investors lists 15 registered investment advisory firms with 19 offices nearby, managing about $5.38T in combined regulatory AUM across 793,555 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 Key Largo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM

Best financial advisors in Key Largo, FL

Nearby offices

MENDON CAPITAL ADVISORS CORP

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TRUIST ADVISORY SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

APPLETON PARTNERS, INC.

BARTON INVESTMENT MANAGEMENT, LLC

EDWARD JONES

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ONGOING WEALTH MANAGEMENT

PLANMEMBER SECURITIES CORPORATION

REEF ADVISORS LLC

Firms

Investors

Largest firms in Key Largo