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Best financial advisors in Melbourne Beach, FL

Registered advisers within 25 miles of Melbourne Beach, FL.

Offices
212
Firms
94
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,685,392 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

TACTICAL FINANCIAL PLANNING INC
EDWARD JONES
FLORIDA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
BROOKSTONE WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
ROSSBY FINANCIAL, LLC
OSAIC WEALTH, INC.

Investors

Tasha Kou Shaheen
Paul Erwin Reeves
Douglas Allen Miller
Colin M Roy
MASON Edward MCCORMACK
Patrick Reece Marr
Ember Savannah Lytle
Dallas Troy Stokes
Kimberly Michelle Sowell
James Christopher Sowell
THOMAS PATRICK SHEPHERD
KRISS WINSTON BRYAN
Ryan Patrick Hill
BUSTER EUGENE BURKETT
ERIC JOHN BEERENSSON
J. MICHAEL MULLEN
GEORGE AUGUST WALTERS
LINDA MARIE ROBERTS
Danielle Denise Douglas
Donna Josephine Polizzi Quinones
April Norris
GARY RICHARD LODUCA
Jonathan Whitley
Michael T. O'Brien
KERRY JEAN KIMMEL-GEIGER
Christopher Syngin Decker
JULIE MCCARTHY DECKER
PAUL FRANCIS MCCARTHY
Altair Stacey Watson
SHEPARD ALAN BUCKMAN
Marissa Harris
JESSICA CLAIRE DILLON
Paige Linna Carlson
DAVID DRUMMOND OSBORN
CHRISTOPHER JOSEPH MARSICO
Briana Olivia D'Esposito
SCOTT ALLEN BLACKLEY
STEPHEN PAUL FLORIO
JOHN CHRISTOPHER ROY ANDREWS
ALAN RICHARD JOYCE
FRANCES ANN TOLER
MICHAEL TODD MARTIN
ANDREW JOHN EVANS
JAKE MARTIN SUTHERLIN
Ryan Van Buren

Within 25 miles of Melbourne Beach, FL, Best Investors lists 94 registered investment advisory firms with 212 offices nearby, managing about $13.0T in combined regulatory AUM across 2,685,392 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 Melbourne 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 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