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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

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
GLAXIS CAPITAL MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SYNOVUS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
WEALTHGEN ADVISORS, LLC
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
SETCHFIELD ASSET MANAGEMENT
ALIGN PRIVATE CAPITAL
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC

Investors

TYLER STEPHEN
Walter Stern IV
Tod Lebeda
John M Campora
JAMES MICHAEL FRIERY
Samantha I Fernandez
Matthew James Bower
DANIEL LATIMER GILMORE
CHAD FEUCHT
PHILIP VANPELT GAUNTLETT
James Wayde Campbell
JOHN HOWARD ROBINSON
KRISTIN ANN CARTER
WILLIAM MARSH
RYAN MATTHEW YOUNG
THOMAS ALFRED WALSH
GARDNER SHERRILL
Richard Allen Rayles
JENNIFER L DOAK
KENNETH JOHN HARGREAVES
Garth Jacob Case
DEREK RYAN WILLIAMS
STEVEN TERRY SETCHFIELD
DEAN DOUGLAS DANCER
Adam R Scrimenti
GREGORY JOHN CARLSON
JASON NICHOLAS ABELES
KELLY K CROCKETT
MARC L KANOFF
MICHAEL DEAN DANCER
Matthew Reall
Jacqueline T Kulle
Cindy Leigh Silipo
Trevor C Mudrak
STANWOOD CHANDLER SWEETSER
Andrea D Milano
JOE MALAVE
John J Hoffman
CRYSTAL TIARA GIL
MICHAEL B SCRIMENTI
PAUL AUGUST ALEGI
JEFFREY ALAN NYDICK
RUSSELL ANDREY SKIBICKI
Jonathan Wilson Decker
MICHAEL THOMAS OHLMAN
REGINA ELENA OHLMAN
DAVID VINCENT BERRETTA
Nina Shante Sirene
Michael S Gross

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