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Best financial advisors in Palm City, FL

Registered advisers within 25 miles of Palm City, FL.

Offices
251
Firms
123
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
1.78M
1,779,311 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

AEGIS WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL ENTERPRISE, LLC
SELECTED OBJECTIVES LLC
PNC WEALTH MANAGEMENT LLC
PRIVATE CLIENT ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC
COLLABORATIVE WEALTH
CETERA INVESTMENT ADVISERS LLC
KOVACK ADVISORS, INC.
PASQUA WEALTH SOLUTIONS

Investors

Laura Beth Hutter
Keith J Gilmour
MARIANELLA CAMPAGNA
Ernesto R Mendoza
Bryce Robert Buchanan
WILLIAM JOHN MONISERA
Russell L Rykse
John Anthony Williams
PETER C BISULCA
LAWRENCE TRENDELL
MARK EDWARD STRATTON
BRENNEN SEAN NEWTON
BRYAN SCOTT NEWTON
Dirk Eugene Palmer
DAVID WILLIAM BUSH
Dylan S Stump
Joseph Robert Roddy
ROBERT JOSEPH METZ
Joseph Fuschillo
MICHAEL EFFRON
Andrew Douglas Maxwell
RYAN ROBERT BRADLEY
Stephen Russell Hedrick
Juan Antonio Gusman
RANDALL HOWARD REED
Graham Franklin Albright
STEPHEN MAGALLANES
DONALD FRANCIS WHITE
GERARD GEORGE FIGARI
CARIE SUZANNE GRATZ

Within 25 miles of Palm City, FL, Best Investors lists 123 registered investment advisory firms with 251 offices nearby, managing about $13.8T in combined regulatory AUM across 1,779,311 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 City

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM