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Best financial advisors in Longboat Key, FL

Registered advisers within 25 miles of Longboat Key, FL.

Offices
469
Firms
217
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
1.84M
1,836,407 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
OAK BROOK ADVISORS, LLC
REIK WEALTH MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
THE AMERIFLEX GROUP
J. W. COLE ADVISORS, INC.
CONCURRENT INVESTMENT ADVISORS, LLC
TIMUCUAN ASSET MANAGEMENT INC
PARK AVENUE SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUVESTMENTS CAPITAL LLC
PFS INVESTMENTS INC.
FORUM FINANCIAL MANAGEMENT, LP
RETIREMENT MONEY MANAGEMENT

Investors

Herbert H Ludlam
GEORGE QUARTERMAN
RAFAEL MENNA BARRETO GREGORI
JORGE LUIS NAVARRO
JOHN JARRETT FITZGERALD
TIMOTHY WAGNER
MICHELE WOLFE
THANARAT METRIUS
Robin Howard
MARILYN VAZQUEZ
JOHN MERENDINO
BRIAN LOBMAN
CHRISTOPHER HARGIS
RODRIGO LOPEZ
PAUL SOTO MENDOZA
JONATHAN BASS
MICHAEL FARAJ
LUIS Alberto HERNANDEZ
JOSE GAUTIER
OMAR ABDELBARI
CATALINA ALEXANDER
LORRAINE HERNANDEZ FORBES
Sharon Metilyn Raymond-Daley
BRANDISE DENNIS
KANDI LYNN
NICOLAS HERNANDEZ
NICOLAS DURAN
STEVEN LEE GROSSMAN
Cole Alexander Hedge
Aaron Seth Vaughn
Alexandra M Hatfield
Michael C Cermak
PAMELA RUTH MILLER
WILLIAM BRUCE BODY
ANDREW OLSON WALTHER
JAMES WILLIAM DAILEY
Blake Michael Caldwell
Jesica Andrews
Richard B Grover
Ralph Terry Platt
KAREN MCCLOSKEY LANE
Julia Laginess
JEFFREY CHARLES GARTMAN
THOMAS JOSEPH GOELZ
MICHAEL CHRISTIAN RICHARD
Sarah A Birkin
Kristopher Robert Hissam
Rita P Hollingsworth
Timothy Jeffrey Reik
JULIE DABBERT BARTLEY
ADAM THOMAS KAZALSKI
THOMAS GEORGE KAZALSKI
ROBERT NOLAN LEWIS
JILL ANDREA SHERMAN
JENNIFER JACK
GREGORY T JACK
Shelly Wentz-Fackler
STEVEN GREGORY ALBRITTON
VANESSA LEE QUINTAL
TODD BREDEN MARTIN
SEAN R STUYVERSON
LISA MARIE SHEEHAN
SHELLEY GREENWOOD-LAFOE
MATHEW BRETT MANNING
RONALD JOHN LUMLEY
SHANE RICHARD EIGHME
MICHAEL ALEXANDER WATKINS
SHANE B SWEARINGEN
KALEB DONALD MCCARTY
PHILIP THOMAS QUIGLEY
Donald Mark Safstrom
Wendy Katherine Chambers
DONALD GLENN JOHNSON
CHRISTOPHER MICHAEL DANZER
AMANDA LEE JOHNSON
BRENT MARTIN
DEBRA ANN GARDI
ROBERT LEWIS LEE

Within 25 miles of Longboat Key, FL, Best Investors lists 217 registered investment advisory firms with 469 offices nearby, managing about $14.4T in combined regulatory AUM across 1,836,407 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 Longboat Key

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