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Best financial advisors in Palm Coast, FL

Registered advisers within 25 miles of Palm Coast, FL.

Offices
125
Firms
66
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,725,102 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURUS FINANCIAL, INC.

Investors

DAVID MOON
MELANIE LEON
Alyssa Thornton
Richard Alan Thornton
SAROJ KRISHNA KASTURI
MATTHEW JOHN DECKMAN
TARA JEAN SHOWALTER
STACI W LEONARD
MICHAEL JOSEPH TESTONI
PAUL JONATHAN STREETER
PAUL EDWARD SANTOS
Jason Martin Ebding
KAY CHERE SMITH
DAVID LEE FOWLER
Jonathan Convery
EDWARD EMILIO HERRERA
CONNOR Alexander FIORENZO
NOBLE GANARDHANAN
DUANE CHARLES LASHER
ADRIAN C LEWIS
DENNIS JAMES WILLIAM COWELL
WILLIAM KENNETH WILLIAMS
MICHAEL JOHN DESANTIS
SCOTT HENRY LEVINSON
TRACEY MIX
Delroy Pearson
THOMAS J MULLER
SAMUEL DICKSON
HAGOP HOVSEP KESHISHIAN
JOHN MARTINI JANSEN
KEN JOSEPH MAZZIE
ELISA CAMERON MAXWELL
Michael A Lapshin
Steven Michael Vasseur
Ryan Larmann
BRETT F EWING

Within 25 miles of Palm Coast, FL, Best Investors lists 66 registered investment advisory firms with 125 offices nearby, managing about $11.4T in combined regulatory AUM across 2,725,102 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 Coast

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