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Best financial advisors in Perdido Key, FL

Registered advisers within 25 miles of Perdido Key, FL.

Offices
136
Firms
62
Combined AUM
$9.70T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,100,603 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HHM WEALTH ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
KINGSMAN WEALTH MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SYNOVUS SECURITIES, INC.

Investors

KAROL HELI HEREDIA
KATHRYN CECILIA HILL
TROY SPENCER SCHOONOVER
WALTER BRYAN HILL
Evan Jacob Seagle
Robert Charles Lucier
Benjamin Edward Hein
JOHN FREDERICK COSGROVE
Katie Ilene Kingsman
Frank Pesce III
THOMAS FRANKLIN DIETRICH
BRETT MICHAEL DEAVENPORT
BAILEY HARGRAVE
BRANDON JOSEPH DEVRIES
RUSSELL JAY MORRISON
DEREK SEBASTIAN RYDER
ANGELA BETH LANE
JASON MICHAEL LOMBARDO
JOSHUA TODD TRAHAN
BRYAN LAMAR HAZELWOOD
TODD ZABORSKI
NATHAN THOMAS BABB
Lee H Ellis
MARY C HARPER
Jeanne S Howie
MARY ROBERTSON WHITE
MELISSA MATTESON
KEVIN SANBORN RYAN
Tina Yvonne Barnes
ERNST CHAD LEIDNER
MATTHEW P ONEILL
CAMERON SMITH
Bethany C McDonald
JUDITH PAITRA PRIM
KEVIN ALLEN HAMMER
Christopher Mark Brownson
Bevin K Countryman
Bret BRET Lomax
ROBERT MARK LEIDNER
David DWIGHT Zellner
Ashley Moore Hooper
Richard P Poirier
Marjorie T Moore
JAMES DENNIS PRIM
Ignacio Sebastian Salazar
CORBIN M ELLARD
Joshua D East
Benjamin D East
STEPHEN G TIMBERLAKE
STACI ANN CORLEY
Petya Mihaylova Hamilton
EMORY WILKINSON
COVER COVER COOK BROOKS
BETH ANN NAVARRETE
Christopher Kelly
STEPHEN TYLER HARROD
STEVEN MICHAEL CLAY
JULIE ANNA KANDEL-POGUE
TONYA R ESTES
RYAN M OSBORN
MATTHEW H LACOUR
LORRIE ANN SWARTZ
LORI BETH PTACEK
Robert Mead Whibbs
Paul R Snider
Jeffrey Alan Brooks
Kyle Fortman
Robin G Crosby
James Kelly
William Van Voorhis
SUSAN DIANE REED
PAUL RUSSELL SNIDER
Kelly A Goodson
PATRICK W BROADUS
ANDREW RUSSELL FLOCK
DeShana Williams-Harbaugh
BRIAN TYLER HARROD
STACY SATTERWHITE LENTINE
JOHN EDWIN HUBER
MICHAEL PAUL BAGGETT
Jennifer A Johnson
DAWNE BOSWELL REHM
Nicholas John Mann
MEI L LOWERY
MARTHA JONES
JONATHAN L WARREN
WILLIAM FRANCIS
DAMON SMITH
CARL WILLERT
Wiktor Gier
Amelia Sherrill Pate
MARK EUGENE HANNUM
MICHAEL DEWAYNE DOUGLAS
RYAN DOUGLAS PATTON
JENNIFER ELIZABETH MILLER
BARKSDALE JORDAN
Alyssa Schuster
Michael Eric Mabire
ALEXANDER EFSTATHIOS VARIDIN
Charles C Kudrna
RONALD JON KUDRNA
John H Shoemaker
Nathanael Frank Allen
Michael John Mealy
KAREN S BURKE
REAGAN CARUSO
PAULA ROE TURNER

Within 25 miles of Perdido Key, FL, Best Investors lists 62 registered investment advisory firms with 136 offices nearby, managing about $9.70T in combined regulatory AUM across 2,100,603 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 Perdido Key

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM