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Best financial advisors in Ormond Beach, FL

Registered advisers within 25 miles of Ormond Beach, FL.

Offices
198
Firms
79
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,852,486 clients when Item 5C has a number
Avg / client
$4.09M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
BENJAMIN F. EDWARDS & COMPANY, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BROADSTREET FINANCIAL ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CHARTER ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIME CAPITAL FINANCIAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FIFTH THIRD SECURITIES, INC.
NORTHSTAR STRATEGIC INVESTMENTS INC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC

Investors

GUADALUPE NGOJO PONCIANO
JAMES BRIAN MORTON
RAYMOND S KRUTZ
MICHAEL LIBARDI
DENNIS JAMES CASEY
Kevin E Sullivan
Benjamin C Hartwick
RICHARD MARK PANKRATZ
PETER BRET LENDRUM
COLLEEN MARY SPARROW
PETER MICHAEL JANSEN
LOUIS GRAY CLARK
Louis Joseph Colombo
Christy Sebastian
Allison Ross
MARK EDWARD NICHOLS
SHANNON LEE BARNWELL
JULIAN C LOPEZ
SUSAN O FINLEY
GAGE KASBEER
JESSE KYLE TURNIPSEED
Lucas D Haber
ANN W SNELLINGS
JAMIE BRYAN CALKINS
KELLY DELISA
Laurianne Irene Oliveira
Stephanie Parks O'Donnell
MATTHEW R GILLIKIN
VIKTORIYA V FRYE
Simon Lawrence Heaster
Marco Antonio Perez
Elmer Robert Branch
John James OBrien
DAVID SCOTT REMEY
MICHAEL FURMAN
ROBIN C RIDDLE
STANLEY F STOCKHAMMER
JERRI LYNN MURRAY
MARK ALAN MCROBERT
NICHOLAS ANDREW STOCKHAMMER
Hannah Joy Van Newkirk
James Mitchell Lane
JOSEPH DEPASQUA
BURT WILLIAM MILTENBERGER
THOMAS FRANCIS DALY
ROBERT ANTHONY DEVEREUX
NITIN HARKISAN PAREKH
CHRISTOPHER CORRAL ACEBAL
GREGORY RICHARD LIGUORI
TERESA A HALEY
ANDREW J NITTI
JACK CELESTINO ACEBAL
MARK CHRISTOPHER JONES
MICHAEL ROBERT LEONARD
WILLIE B MCCAULLEY
Chad Anderson
SERGE PATRICK D'ADESKY
Jason Morgan
KRIS V STOCKHAMMER
MICHAEL ROBERT MORELLI

Within 25 miles of Ormond Beach, FL, Best Investors lists 79 registered investment advisory firms with 198 offices nearby, managing about $11.7T in combined regulatory AUM across 2,852,486 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 Ormond 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 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