Best Investors Account Sign in

Best financial advisors in Patrick Air Force Base, FL

Registered advisers within 25 miles of Patrick Air Force Base, FL.

Offices
205
Firms
82
Combined AUM
$9.97T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,467,276 clients when Item 5C has a number
Avg / client
$6.80M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SOUND INCOME STRATEGIES, LLC
TRUIST ADVISORY SERVICES, INC.
KREHBIEL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BAY COLONY ADVISORS
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
BROOKSTONE WEALTH ADVISORS, LLC
EDWARD JONES
EDELMAN FINANCIAL ENGINES
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EPPES WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.

Investors

DANIEL EDWARD PODAWILTZ
LEASHA DEVIN FLAMMIO-WATSON
VALENTINO ANTHONY SCARAMUZZO
Phong Truong
Karolyn Renee McDonald
ALAN ROSS FRISHER
CHRISTOPHER D'ANDREA
ALFRED BERNARD CRAKE
John Edward Krehbiel
Karl Edward Krehbiel
RAY PFLEUGER
WILLIAM HALL
ADISVEL LEYVA
JOSEPH MICHAEL SALAHSHOUR
SCOTT COHEN
JEFFREY MARTIN LEONARD
Steven Aylmer
Allison Ross
Blake Lindquist
JOSEPH EDWARD UTTLINGER
SAU PING LEE
CHARLES THOMAS SHARMAN
DEBORAH MANDARA KENDRICK
BLAKE ALEX SCHWARTZ BARKER
Terry James George
JOHN BECKER
ERIC CHRISTOPHER LANDRY
James S Szczybor
Joel S Sanders
CELESTE KATHLEEN BYERS
STEVEN EDWARD CROSSETT
DANIEL JAMES FRIEDLANDER
James Norris Eppes
JAMES ROBERT DELAURA
DOMINIK ANDREW KUDZMA
ALEXANDRA MICHELLE GROH

Within 25 miles of Patrick Air Force Base, FL, Best Investors lists 82 registered investment advisory firms with 205 offices nearby, managing about $9.97T in combined regulatory AUM across 1,467,276 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 Patrick Air Force Base

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM