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Best financial advisors in Madeira Beach, FL

Registered advisers within 25 miles of Madeira Beach, FL.

Offices
889
Firms
338
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,386,808 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
TARGETED FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CROSSPLAN MONEY MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
FLORIO WEALTH MANAGEMENT, LLC
ONESEVEN
J. W. COLE ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
LIGHTHOUSE FINANCIAL
COMPASS FINANCIAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

Jared M. Lohden
Gasper Marcus Flores
JILL LINDA GIBB
Jake Robert Rubin
ALAN RUBIN
Aaron Edwin Middleton
RAYMOND RUSSELL MCKENNEY
JOHN RANDOLPH PALM
ALBERT BERYL LEWIS
RYAN BELFIORE
CHRISTOPHER ROBERT ROMAN
Lisa Galish
Matthew Tyler Lewis
DEBORAH ANN PARRISH
James M Florio
ALEXANDER JOSEPH ANGST
BYRON KEITH CROSBY
STEPHANIE L RUSSELL
STEVEN ANTHONY WOTOVICH
Amy Sork Buck
Laurence Buck
JOSEPH WILLIAM DISE
THIEN NHAN TRAN
Richard Brown

Within 25 miles of Madeira Beach, FL, Best Investors lists 338 registered investment advisory firms with 889 offices nearby, managing about $18.1T in combined regulatory AUM across 3,386,808 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 Madeira 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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM