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Best financial advisors in Nocatee, FL

Registered advisers within 25 miles of Nocatee, FL.

Offices
67
Firms
34
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,397,662 clients when Item 5C has a number
Avg / client
$7.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
HIGHTOWER ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.

Investors

Jamison Dale Edlin
JABIN WADE NILES
Jason Lee Cabral
Osmany Rojas
Gabriel Iglesias
Kristie Elizabeth Robert Marshall
Linda L Coules
Kristin Cardona
MARSHALL RAY ROBINSON
KRISTEN HELEN ROBINSON
James D Mashburn
Mark Ian Uebelacker
JAMES MICHAEL LEVELL
OSCAR TAPIA
JASON JAMES NARDELLA
Adam Cummings
DOUGLAS ALLEN JOSLIN
SHARRY HAWKINS
JONATAN DIAZ
Nicholas Matthew Nemec
Glen Mark Payne
ADRIENNE MOORE
Flor Estela Matteen
DEBRA ANN COOPER
James Lawrence Nicholson
MICHAEL WILLIAM LANDSBERG
Todd Priest
Ryan M. Reynolds
Robert JS Smith
STEVEN JOSEPH MARKOVIC
Jean-Paul Ceballo

Within 25 miles of Nocatee, FL, Best Investors lists 34 registered investment advisory firms with 67 offices nearby, managing about $10.3T in combined regulatory AUM across 1,397,662 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 Nocatee

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 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