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Best financial advisors in Palm Bay, FL

Registered advisers within 25 miles of Palm Bay, FL.

Offices
206
Firms
85
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,484,839 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

FLORIDA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
EDWARD JONES
TACTICAL FINANCIAL PLANNING INC
ROSSBY FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OXENFREE FINANCIAL
SOUND FINANCIAL SOLUTIONS LLC
VALUENGINE CAPITAL MANAGEMENT LLC
PROVERBI CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
MCCLOSKEY & ASSOCIATES, P.A.

Investors

Colin M Roy
MASON Edward MCCORMACK
Patrick Reece Marr
Ember Savannah Lytle
Dallas Troy Stokes
Kimberly Michelle Sowell
James Christopher Sowell
KRISS WINSTON BRYAN
Ryan Patrick Hill
BUSTER EUGENE BURKETT
LINDA MARIE ROBERTS
Danielle Denise Douglas
Christopher Syngin Decker
JULIE MCCARTHY DECKER
PAUL FRANCIS MCCARTHY
Altair Stacey Watson
Tasha Kou Shaheen
SHEPARD ALAN BUCKMAN
Marissa Harris
JESSICA CLAIRE DILLON
Paige Linna Carlson
DAVID DRUMMOND OSBORN
CHRISTOPHER JOSEPH MARSICO
Briana Olivia D'Esposito
SCOTT ALLEN BLACKLEY
STEPHEN PAUL FLORIO
JOHN CHRISTOPHER ROY ANDREWS
ALAN RICHARD JOYCE
FRANCES ANN TOLER
MICHAEL TODD MARTIN
ANDREW JOHN EVANS
Kaori Suzuki Fischer
David Wayne Rider
JAMES XERXES PHILLIPS
LUKE JONATHAN BUNCH
Andrew Joseph Cettina
GARTH OVEAD MOREAU
Erik James Bryan
GARY LEE STEER
JOHN SINCHOK
NATHAN R KALLAL
ROBERT JOSEPH CLARK
LUKE ANTHONY OTTINGER
PAUL ERIC HENNEMAN
ERIC J LUTTON
Mistie Rice Babin
Lance Alexander McCartney
Drew Willliam Pelton
Andrea Lynn Hall
MELISSA MARIE MOONEYDOMINGUE
PETER THOMAS MOONEY
Jason R Vaughn
NICOLE WILBERT
RODNEY J VAN BUREN
WHITNEY MOREIN COLTON
WILLIAM PATRICK MCCLOSKEY

Within 25 miles of Palm Bay, FL, Best Investors lists 85 registered investment advisory firms with 206 offices nearby, managing about $11.4T in combined regulatory AUM across 1,484,839 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 Palm Bay

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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