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Best financial advisors in Mary Esther, FL

Registered advisers within 25 miles of Mary Esther, FL.

Offices
70
Firms
34
Combined AUM
$9.22T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,095,352 clients when Item 5C has a number
Avg / client
$8.42M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLAGLE FINANCIAL, LLC.
D3 ADVISORS LLC
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
FIA SERVICES, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
FIRST COMMAND ADVISORY SERVICES
MML INVESTORS SERVICES, LLC

Investors

DONALD R HAWKINS
RICHARD GREGORY MILLER
JEFFREY LIND CHERRY
Mary McCaslin Tinsley
TOBIE ELLEN FLOYD
VIRGINIA AUDREY COOKE LIND
CATHLEEN SUSAN BROCK
Draylen Dayjuan McGrew
COLTON KLINE
NANCY HUGHES KLINE
RACHAEL ANNE MCBRIDE
WILLIAM DALE KLINE
DAVID R DENSMORE
TED WILLIAM DENSMORE
SHANE O'DELL
GINA M GRANDAL
WENDY L KIDD
TERESA A MCLAUGHLIN BASS
STEPHANIE CLEMENTS JONES
MICHAEL ALAN BRADY
LUTHER MATTHEW BYRD
RAYMOND JOSEPH MCGOVERN
Emily McGovern
Courtney Kimberl Simpson
JESSICA MICHELLE ATKINSON
CHARLES COOPER WEST
Matthew Wendt Ritter
BERTRAND ROBERGE
ALLEN BEACH WHITEHURST
MARK EDWARD KILBRIDE
Paul Brian Stinebiser
Frank Allen Painter
Jeffery Darryl Noe
Marissa Anne Cross
DAVID HENRY BROOKS
ESTEBAN VERGARA
CHRISTOPHER SCOTT WILSON
Cecil Eugene Redmon
Lesley Anne Telatovich
DONALD JEROME NORSE
Jonathan Matthew Kagan
COLLIN JAMES KAGAN

Within 25 miles of Mary Esther, FL, Best Investors lists 34 registered investment advisory firms with 70 offices nearby, managing about $9.22T in combined regulatory AUM across 1,095,352 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 Mary Esther

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM