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Best financial advisors in Merritt Island, FL

Registered advisers within 25 miles of Merritt Island, FL.

Offices
220
Firms
87
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,484,804 clients when Item 5C has a number
Avg / client
$7.64M
Combined AUM ÷ clients

Nearby offices

Firms

MCCARTY WEALTH
J. W. COLE ADVISORS, INC.
INDEPENDENT FINANCIAL PARTNERS
EDWARD JONES
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
API FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
ROBERT W. BAIRD & CO. INCORPORATED
COLUMN PARK ASSET MANAGEMENT, LP

Investors

LUKE RYAN MCCARTY
Lydia Claire Snowden
Rose Angela DiLecce
Sarah Taylor
JUSTIN MATTHEW CONNORS
Jason Alexander Carey
RODNEY JACKSON
ELIZABETH ANN WEIDO
CHARLENE AGNES BEACH
Kerron John Greaves
JOSEPH IANNUZZO
JUSTIN THAYER HOLLENBACH
CLINT PARKER
Nathan Burks
ANDREW RAYMOND SCHEIRER
NEAL PAUL QUON
TIM TAYLOR SMITH
Norman BERRY Taylor
TRISHA BERNARDO PEREZ
Ward Paul Brooks
Dustan R Christensen
STEPHEN C HOUSER
James D King
William Alex DeVault
Jim Everett Baker
KATHRYN MARIE MILLER
SAL GIANFORTUNE
CECILIA MAE ROSS
Allison D. Stevenson
Joseph Martin DelBene
ALBERT JAMES CAPRARA
CHRISTOPHER OTTO HAIN
KATHLEEN MARIE LAMKE
STEPHEN JOSEPH SCOTT
CHRISTOPHER JANSON DAVIS

Within 25 miles of Merritt Island, FL, Best Investors lists 87 registered investment advisory firms with 220 offices nearby, managing about $11.3T in combined regulatory AUM across 1,484,804 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 Merritt Island

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM