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Best financial advisors in Palma Ceia, FL

Registered advisers within 25 miles of Palma Ceia, FL.

Offices
1,148
Firms
376
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,400,682 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIVERGLADES FAMILY OFFICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

DAVID WILLIAM LIVINGSTON
ADAM MICHAEL JOSEPH
YORAM PORAT
Russell D Mercier
WAYMON CONRAD JORDAN
GLENN PATRICK CUMMINGS
Paul Brian Boswell
Jodael Deralus
Stephen Roberts Decoursey
Katie Bramley
KARLY E GUILIANO
Nicole MARIE French
RAHIL M KHAN
Kevin Michael Wing
Tatum L Taucher
Dylan Heisey
ROBERT CHRISTOPHER BOURGEOIS
Sebastien Risselin
THOMAS BAGATINI ALVES
EDWARD PALACIOS
JONATHAN GREG ELSTON
JOSEPH MASCHERIN
BERTRAM TEMPLIN MARTIN
ALISON ELIZABETH PAINTER
GRANT JORDAN DITMAR
Peter Blake
Justin M Slater
JEFFREY MICHAEL GOLD
MARK JAMES ROSSMILLER
Brandon Gerard Moe
DOREEN MARIE CONNOLLY
DEREK PAUL BRUNETTE
GINGER ROGERS SNYDER
Oronzo ANTHONY Triggiano
TRAE VAILLANT
JAMES COSMO CIOCIA
DYLAN THOMAS FAYER
ANDREA NIGGEBRUGGE
Luke M Drummond
BRANDON REED BARILE
JAMES PHILIP CIOCIA
CURTIS WAYNE RAVEN

Within 25 miles of Palma Ceia, FL, Best Investors lists 376 registered investment advisory firms with 1,148 offices nearby, managing about $18.4T in combined regulatory AUM across 3,400,682 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 Palma Ceia

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