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Best financial advisors in Palm Springs, FL

Registered advisers within 25 miles of Palm Springs, FL.

Offices
930
Firms
470
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,260,938 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
KOVACK ADVISORS, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
INTEGRITY ADVISORY SOLUTIONS
WOODSTOCK WEALTH MANAGEMENT, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
HARBOR ADVISORS
TD PRIVATE CLIENT WEALTH LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
PLANMEMBER SECURITIES CORPORATION
LINCOLN INVESTMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC
KELLY & ASSOCIATES, LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Eric Christian Martinez
Katherine Mary Chacon
Joseph Ortiz
DONALD THEODORE SWINARSKI
HAMMISH MARVIN PHILIP
DAVID ANDREW WEILAND
MICHAEL A PICCOLI
George William Clark
SHIAUJIE FU
JEFFREY STEPHEN GLASSGOLD
SUMMER MATTHEWS
Deanna Lynn Waters
Sharon Metilyn Raymond-Daley
FRANCISCO NAVARRO
RAMON HERNANDEZ
JOHN MERENDINO
JORGE LUIS NAVARRO
TRACY LEE SILPE
ALLYN KAY HOLT
DOUGLAS JAMES FREVERT
Joel Morris
Juan C Lopez
GEORGE GABRIEL GUNDERSEN
CARA RENEE PUCCIO
PASQUALE EDWARD JURCZAK
Evan Bozymski
CHARLES WILLIAM WADDELL
ILONA DOMINGUEZ
SEAN PATRICK KELLY
JESSICA YATES
MARK STUART WHEELER
Brian Robert Rapp
Dennis John Mojares
Kyle Michelle Leaderman
ERIC SETH BERMAN
LEOPOLDO ROCA

Within 25 miles of Palm Springs, FL, Best Investors lists 470 registered investment advisory firms with 930 offices nearby, managing about $19.0T in combined regulatory AUM across 3,260,938 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

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T 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