Best Investors Account Sign in

Best financial advisors in Melbourne, FL

Registered advisers within 25 miles of Melbourne, FL.

Offices
252
Firms
100
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
1.90M
1,902,091 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

ARBOGAST FINANCIAL ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MCCLOSKEY & ASSOCIATES, P.A.
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
ARCHER INVESTMENT CORPORATION
OXENFREE FINANCIAL
SOUND FINANCIAL SOLUTIONS LLC
VALUENGINE CAPITAL MANAGEMENT LLC
PROVERBI CAPITAL ADVISORS, LLC
EDWARD JONES
SIMPLICITY WEALTH

Investors

Daniel James Arbogast
MICHAEL LEE ARBOGAST
LINDA STOUT
THEODORE EDWARD PETERS
CARY WILLIAM LIPMAN
JUSTIN SAMUEL ROBERTSON
LISA MICHELE HAYES
CALEB ELLIS KENNEDY
MATTHEW CLAUDE LAMB
ANDRES ALVAREZ
WILLIAM PATRICK MCCLOSKEY
MAX CAMERON VALAVANIS
BRIAN JAMES WEST
KATERYNA YERGINA
MELISSA FLAMMIO CLARK
PATIA NAOMI WALKER
Peyton Ann Massie
AUSTIN G CHURCHEL
LARAINE CHURCHEL SCHULTZ
NITA GRISHAM
KRISTEN SCHULTZ DIVICO
JASON ALAN PRESTWOOD
RACHAEL BEAN
JESSALYN RAE WITHERS
ROBERT GARY HUSKINS
JANET YVONNE BROWN
WILMORE EMILIO MENDIETA
Raymond Edwin Wasser
JAMES XERXES PHILLIPS
LUKE JONATHAN BUNCH
Andrew Joseph Cettina
GARTH OVEAD MOREAU
Erik James Bryan
GARY LEE STEER
JOHN SINCHOK
NATHAN R KALLAL
ROBERT JOSEPH CLARK
LUKE ANTHONY OTTINGER
PAUL ERIC HENNEMAN
ERIC J LUTTON
Mistie Rice Babin
Lance Alexander McCartney
Drew Willliam Pelton
Andrea Lynn Hall
MELISSA MARIE MOONEYDOMINGUE
PETER THOMAS MOONEY
Jason R Vaughn
NICOLE WILBERT
RODNEY J VAN BUREN
WHITNEY MOREIN COLTON
Timothy Tuschinski

Within 25 miles of Melbourne, FL, Best Investors lists 100 registered investment advisory firms with 252 offices nearby, managing about $13.4T in combined regulatory AUM across 1,902,091 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

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