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Best financial advisors in New Smyrna, FL

Registered advisers within 25 miles of New Smyrna, FL.

Offices
236
Firms
91
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,706,480 clients when Item 5C has a number
Avg / client
$3.88M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
SIGNAL ADVISORS WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL PARTNERS
AE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Bryan Timothy Tudeen
Tiffany Leigh Mead
CHARLES EDWARD MERZ
Tyler Ryan Chestney
LESLEY WRAY GREEN
GREGORY D. VELHO
Steven L Rich
BRIANNA GLORIA-BAIRD MENGEL
Peter J Arnold
Alan Richard Sollis
John Marshall Delavan
STANLEY OBRYANT HARRISON
CHASE Cameron SMITH
Jonas Alexander Roddenberry
WILLIAM BRADLEY HARRISON
MICHAEL DAVID HALSEMA
JONATHAN ANDREW HALL
NICHOLAS D MITCHELL
CASEY HARVIN CLARK
MICHELLE ANN ROGERS
Justin McCulloch
Caroline McCulloch
Robert Louis Alonzo
WILLIAM MCREYNOLDS

Within 25 miles of New Smyrna, FL, Best Investors lists 91 registered investment advisory firms with 236 offices nearby, managing about $10.5T in combined regulatory AUM across 2,706,480 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 New Smyrna

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM