Best financial advisors in Malabar, FL

Registered advisers within 25 miles of Malabar, FL.

Offices

167

Firms

66

Combined AUM

$9.38T

Firm-wide filings, not assets booked only here

Clients

1.29M

1,293,322 clients when Item 5C has a number

Avg / client

$7.25M

Combined AUM ÷ clients

Nearby offices

SOUND FINANCIAL SOLUTIONS LLC

1900 S. HARBOR CITY BLVD, SUITE 305
MELBOURNE, FL 32901

VALUENGINE CAPITAL MANAGEMENT LLC

1900 S HARBOR CITY BLVD SUITE 328
MELBOURNE, FL 32901

PROVERBI CAPITAL ADVISORS, LLC

1900 S. HARBOR CITY BLVD SUITE 327
MELBOURNE, FL 32901

LPL FINANCIAL LLC

1900 S.HARBOR CITY BOULEVARD SUITE 341
MELBOURNE, FL 32901

EDWARD JONES

1901 S Harbor City Blvd #509
Melbourne, FL 32901-0000

LPL FINANCIAL LLC

1901 S HARBOR CITY BLVD #505
MELBOURNE, FL 32901

SIMPLICITY WEALTH

1825 Riverview Dr
Melbourne, FL 32901

STATE FARM INVESTMENT MANAGEMENT CORP.

5030 MINTON ROAD NW Ste. !
Palm Bay, FL 32907

MCCLOSKEY & ASSOCIATES, P.A.

601 E. STRAWBRIDGE AVE SUITE 101
MELBOURNE, FL 32901

J. W. COLE ADVISORS, INC.

600 E. Strawbridge Avenue Suite #100
Melbourne, FL 32901

J.P. MORGAN SECURITIES LLC

503 5TH AVE
INDIALANTIC, FL 32903

OSAIC WEALTH, INC.

417 5TH AVE SUITE 205
INDIALANTIC, FL 32903

ARBOGAST FINANCIAL ADVISORS, LLC

108 WEST NEW HAVEN AVENUE
MELBOURNE, FL 32901

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1499 S HARBOR CITY BLVD 201 2ND FL
MELBOURNE, FL 32901

WELLS FARGO CLEARING SERVICES, LLC

1499 S HARBOR CITY BLVD STE 400
MELBOURNE, FL 32901

HERON EQUITY MANAGEMENT, LLC

442 4TH AVENUE
INDIALANTIC, FL 32903

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

420 4th Ave Ste B
Indialantic, FL 32903

EDWARD JONES

225 FIFTH AVENUE SUITE 3
INDIALANTIC, FL 32903

OSAIC WEALTH, INC.

150 5TH AVENUE SUITE B
INDIALANTIC, FL 32903

STATE FARM INVESTMENT MANAGEMENT CORP.

2320 DAIRY ROAD SUITE 102
WEST MELBOURNE, FL 32904

Firms

SOUND FINANCIAL SOLUTIONS LLC

VALUENGINE CAPITAL MANAGEMENT LLC

PROVERBI CAPITAL ADVISORS, LLC

LPL FINANCIAL LLC

SIMPLICITY WEALTH

STATE FARM INVESTMENT MANAGEMENT CORP.

MCCLOSKEY & ASSOCIATES, P.A.

J. W. COLE ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

ARBOGAST FINANCIAL ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

HERON EQUITY MANAGEMENT, LLC

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Investors

ROBERT JOSEPH CLARK

LUKE ANTHONY OTTINGER

PAUL ERIC HENNEMAN

Mistie Rice Babin

Lance Alexander McCartney

Drew Willliam Pelton

Andrea Lynn Hall

MELISSA MARIE MOONEYDOMINGUE

PETER THOMAS MOONEY

RODNEY J VAN BUREN

WHITNEY MOREIN COLTON

Timothy Tuschinski

WILLIAM PATRICK MCCLOSKEY

MAX CAMERON VALAVANIS

ROSS JULIAN MEITIN

MICHAEL JAMES LEONHARDT

Daniel James Arbogast

MICHAEL LEE ARBOGAST

KATERYNA YERGINA

MELISSA FLAMMIO CLARK

PATIA NAOMI WALKER

Peyton Ann Massie

AUSTIN G CHURCHEL

LARAINE CHURCHEL SCHULTZ

KRISTEN SCHULTZ DIVICO

JASON ALAN PRESTWOOD

JESSALYN RAE WITHERS

ROBERT GARY HUSKINS

JANET YVONNE BROWN

WILMORE EMILIO MENDIETA

BRIAN T SPATOLA

GERALD JOSEPH FASANELLA

JAKE MARTIN SUTHERLIN

BRIAN JAMES WEST

Within 25 miles of Malabar, FL, Best Investors lists 66 registered investment advisory firms with 167 offices nearby, managing about $9.38T in combined regulatory AUM across 1,293,322 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 Malabar

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM