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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

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

Investors

MELISSA MARIE MOONEYDOMINGUE
PETER THOMAS MOONEY
BRIAN JAMES WEST
David Wayne Rider
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
GARY RICHARD LODUCA
Donna Josephine Polizzi Quinones
April Norris
GEORGE AUGUST WALTERS
ERIC JOHN BEERENSSON
J. MICHAEL MULLEN
Altair Stacey Watson
Christopher Syngin Decker
JULIE MCCARTHY DECKER
PAUL FRANCIS MCCARTHY
DANIEL JOHN RIVERA
Kyle Ferguson
Kaori Suzuki Fischer
JOE LINN RALEY
KRISS WINSTON BRYAN
JOHN MARTIN NICKLAS
BUSTER EUGENE BURKETT
Ryan Patrick Hill
SAM JOSEPH HNILICKA
Colin M Roy
MASON Edward MCCORMACK
Patrick Reece Marr
Ember Savannah Lytle
Dallas Troy Stokes
Kimberly Michelle Sowell

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