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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE RETIREMENT PLANNERS, USA, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED CAPITAL FINANCIAL ADVISORS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
TRUEWEALTH ADVISORS, LLC

Investors

PATRICK GERARD LANZA
Danny Gene Steele
Justin Gates
Rickey Blake Thomas
Jeremy Keith Carver
Michael Lawrence Hodge
RICHARD THOMAS RIVERA
Ronald Thurman
Christopher Madison Roper
ROBERT STEPHEN HANLEY
Zachery Chase Estes
PHILIPPE EMMANUEL TROUILLOT
Douglas Brian Hillis
JACKSON GREY HENSON
CHRISTI DENEEN KOEHLE
BRETT ANDREW LAFERRERA
MEGAN MARGARET CONWELL
JESSICA LYNN LAFERRERA
TERA SUSAN WIGGINS
Dillon Matthew Smith
Jarrett Lee King
JEFFREY JAY STEICHEN
Declan John McClelland
Robert Charles McDowell
Brandon William Hill
DAVID N KETCHEM
ROBERT MATTMULLER GRANT
ROBERT AUBREY HART
RONALD DWAYNE MOXNESS
KAROL HELI HEREDIA

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