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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

JOHNSON WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CAPSTONE INVESTMENT MANAGEMENT LLC
PLANMEMBER SECURITIES CORPORATION
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
TRUIST ADVISORY SERVICES, INC.
LEGATUM SERVICES LLC
PEAK WEALTH GROUP LLC
HORNOR, TOWNSEND & KENT, LLC
ARCH GLOBAL ADVISORS, LLC
PARABLE WEALTH ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STORMS & ROWDON FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ORLANDO NILES JOHNSON
ROBERT RUSSELL WALLS
John J Skripko
JONATHAN KAHALLIL CHOEZ
ROBERT SCOTT WALL
KEITH ADAM WILTFONG
Edwin Vincent Pruitt
Andrea Nichole Gulliksen
MARIA L REGECI
JOHN THOMAS BIRNEY
MELODEE S PITTS
ANDREA CHRISTINA BISHOP
KRISTEN NICOLE MOCK
JOHN DAVID DOWNEY
Cory Caplinger
MICHAEL ALAN CROUGH
Allan Lawson Harkness
JANE SLAVEN EDDY
Mark Peter Alcorn
CARY JOEL COWAN
DONALD Raymond MURTAUGH
John Richard Ginn
Jonathan P Hermes
Thomas James Haggerty
STEPHEN DAVID KYLE
Frank Coulson Speace
PATRICK ALBERT DIDOMENICO
WADE LEE ROWDON
KEITH JOHN STORMS
Robert George Hallock
CHRISTOPHER EDWIN SMITH
Benjamin Allen Reep
Michael A Holzem
Renae Michelle Aiple

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