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Best financial advisors in Palm Springs North, FL

Registered advisers within 25 miles of Palm Springs North, FL.

Offices
1,607
Firms
852
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,633 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

SB ADVISORY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
LATITUDE ADVISORS, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
BEACON GLOBAL ADVISOR NETWORK, LLC
MARINER INDEPENDENT
W&S BROKERAGE SERVICES, INC.
BMH CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Hyacinth Renee Sikes
SHIRLEY L SAUL
WAYNE MICHAEL LOUK
EDWARD D GOMEZ
KARINA ELIZABETH ROMERO
Mercedes Martinez
SANDRA JEAN ROLON
Al Quintana
COLLEEN COYLE COWAN
MICHAEL ANDRE JORDAN
OMAR A MORILLO
EDWIN CISNEROS
VICTORIA MANZANO
FEDERICO HENRIQUE BRANDT CORDOVEZ
EILEEN ANN RESTREPO
Alex Gomez
Jorge Jesus Valdes
Raquel Da Silva Araujo
Ana Francia Rincon Diaz
WILMARD PIERRE-LOUIS
Jonathan M. Galarza
DESMOND ALEXANDER BASCOMBE
GISELLE HERNANDEZ PAVON
ANTONIO ENRIQUE ALBISTU

Within 25 miles of Palm Springs North, FL, Best Investors lists 852 registered investment advisory firms with 1,607 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,633 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 Springs North

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM