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Best financial advisors in Neptune Beach, FL

Registered advisers within 25 miles of Neptune Beach, FL.

Offices
473
Firms
169
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,692 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
J. W. COLE ADVISORS, INC.
SHORELINE EQUITY PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
SOUND INCOME STRATEGIES, LLC
EQUITABLE ADVISORS, LLC
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINED EQUITY MANAGEMENT, INC.
INDEPENDENT FINANCIAL PARTNERS
MOONEY FINANCIAL
ROCKEFELLER FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
PLANMEMBER SECURITIES CORPORATION

Investors

KAI-TING CHEEK
JOHN FRANCIS COMBS
Richard Andrew Sikorski
BRIAN SASAKI- SCANLON
JOHN MICHAEL MCCANN
GABRIEL GONZALEZ PUERTO
Nicholas Barulic
Austin Hnath
Randall Levi Nakamura
Ian J Baptiste
MARK MATTHEW DEMAINE
AUSTIN JAMES RYAN
RYAN G. GOODWIN
KEVIN DUANE HUMPHREY
Kyle S Leiser
GARY CHRISTOPHER THOMPSON
DONALD VINCENT DAVEY
Brooke Nicole Holden
JEFFREY SCOTT HOADLEY
JESSICA FARAH BIERY
TIMOTHY MICHAEL LANIER
BRANDON A. MARESMA
JOHN DONALD GOSZTYLA
KEVIN W SIDES
Benjamin D Carter
MIKE A VIVAS
Kristin M Justavino
Mason Harry
Kent Stewart Ralston
Joseph Ryan Bergman
David Tyler Mainster
Mark Eugene Bergman
David Joshua Marr
Douglas Alexander Harp
SCOTT STEPHEN JACOBS

Within 25 miles of Neptune Beach, FL, Best Investors lists 169 registered investment advisory firms with 473 offices nearby, managing about $14.3T in combined regulatory AUM across 2,777,692 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 Neptune 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