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Best financial advisors in Ocean Breeze Park, FL

Registered advisers within 25 miles of Ocean Breeze Park, FL.

Offices
154
Firms
71
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,680,110 clients when Item 5C has a number
Avg / client
$6.74M
Combined AUM ÷ clients

Nearby offices

Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
DAYMARK WEALTH PARTNERS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
J. W. COLE ADVISORS, INC.
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
EDWARD JONES
PASQUA WEALTH SOLUTIONS
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRITT WEALTH MANAGEMENT, LLC
ROBERT HENRY WEALTH MANAGEMENT, LLC
MINDIE MOLINA INVESTMENTS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
KESTRA PRIVATE WEALTH SERVICES, LLC

Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD
DEBORAH L VINCENT
JEFFREY AARON ATLAS
TANYA CELESTE WANDOFF
NANCY JEAN GOETHEL
GERALD DANIEL SAELZER
VINCENT DANIEL GRUCZA
Thomas Sigler Sloane
MARTIN JAY SLOANE
PAUL JOSEPH STANISLAU
DOUGLAS ROBERT MOLINE
APRIL GRACE PEARSON
Kristen Janis Whitten
MICHAEL D DADKO
MICHAEL TOMMERAAS
Mohaun A Kugaraj
Kathleen Marie McKenna
KENNETH ANDREW FEIERTAG
BARRY KEITH WHALEN
ROBERT JOHN BANASIAK
WILLIAM SIMEON SIMPSON
RONALD STANLEY MASLANKA
ANDREW MARTIN INGEMAN
James Joseph McKenna
Craig Daniel Price
Nancy Zehr
EMILY CAROLYN ROWE
CHRISTOPHER ROBERT LESSER
ROBERT JEFFREY SANDER
THOMAS ALAN BEVAN
JEFFREY STEVEN EMMELUTH
STEVEN CRAIG SERINSKY
JOHN PROKOS
WILLIAM JOHN GILCHER
PETER KAKOYANNIS
CHRISTOPHER GEORGE MORGAN
TERRI LYNNE LANCASTER
AMY A TAMBLYN
PORTIA LATOYA CLARK
CHASE WRIGHT LANDRETH
SEAN PAUL DALEY
GREG ALAN THOGERSEN
ERIC ROSS CHRISTENSEN
RADIKA D MANGAR
RAYMOND CHARLES KLAHNE
ALBERT RICHARD LUCCI
Paul Fredrick Nunley
BRENDT EDWARD BECKER
JEFFREY ROBERT CHRISTOPHER
MARC LEON RITTERSPORN
ROBERT HENRY LIPKA
MINDIE NICOLE MOLINA
GARY DAVID FUDULOFF
VICTORIA LYNN LEBLANC
Allison Lynne
Kevin J. Sercia
Ronald Olivieri
Kathryn Lyle Rock
Charles Ryan Iosco
WORTH WALKER TRAINOR

Within 25 miles of Ocean Breeze Park, FL, Best Investors lists 71 registered investment advisory firms with 154 offices nearby, managing about $11.3T in combined regulatory AUM across 1,680,110 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 Ocean Breeze Park

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 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