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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

PGIM INVESTMENTS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
SPC
PFS INVESTMENTS INC.
ALLEGIANCE FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC

Investors

JAMES PETER DILORENZO
JENNIFER Cortner Pizzi
WILLIAM REESE HAYES
TF McCall Jenkins
Michael Bosl
Jonathan Louine
Michael G Della Porta
ERIK BAKER BROOKS
TAMMARA ANN TOTON
BRENDA ANNE BARRETT
JOSEPH JAMES MALTESE
CHRISTOPHER SAMUEL OSHEA
ALFRED CHARLES DELLAPORTA
Alan Wade Painter
Jennifer Sackett
GEORGE SCOTT HAYDEN
JOHN FRANCIS CUNNINGHAM
RICHARD GREGORY HANA
MICHAEL SCOTT MCCRANIE
LIESL ADRIENNE SAVAGE
EDWARD MARTIN BUENAGA
SAROJ KRISHNA KASTURI
TARA JEAN SHOWALTER
Tanner Murphy
ABIGAIL SANTIAGO-MONROE
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY
DAVID ANDREW FURFINE
WILLIAM MARC DAVIS
DAVID ADAM SIEGEL
PATRICK ALAN RILEY
LORI DENISE BAYLER
BRIAN KENT MONROE
LIRIDON GILA
THOMAS JOSEPH BOYD
SUSAN SAUNDERS HEDBERG
Amy Claire Barrett
SCOTT DOUGLAS CONROY
CHRISTOPHER WADE PATRICK
Timothy C Bouslog
Sarah E. Skeete
Nicholas Sudik
ALEX MANUEL NEGRON
SANDRA A SAMBITO
BRIAN P BURKE
ANTHONY MARENGO
STACEY PRUCHA
STERLING ROBERT LEJA
DAVID RYAN SANDS
NATHAN R RISENMAY
PETER A. SULLIVAN
MICHAEL KEEFE
POUL M PEDERSEN
MERDAN MUHAMOV
TIMOTHY P. GARDNER
ANTHONY FRANKLIN TAYLOR
STEPHEN MARK VAN BEVER
TASHA NICOLE BARROWS
ADITYA NARAYAN
RILEY A. STALLARD
EMILY R. OGILVIE
MATTHEW A. TESCHNER
BRANDON E HEITZHAUS
JENNA G. DANIELS
NANCY GRACE HUDMON
SHAUN JACOBS
JOHN M HAMILTON
YELENA RAE GORYUK
HILAH M. WHEELER
KEVIN ANDREW SALKEY
ORLAITH J. KING
DONOVAN P. CURRY
WANTONG HULICK
JENNIFER J DEHART
CARL G. HYDBOM
JONATHAN ROGERS
BLAINE CLARK NORMAN
BAILEY SCOTT ALDRIDGE
ZACHARY SAMUEL HOLLAND
ROBERT WILLIAMS

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