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Best financial advisors in Pnte Vdra Bch, FL

Registered advisers within 25 miles of Pnte Vdra Bch, FL.

Offices
470
Firms
177
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,586 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
HEADLAND CAPITAL
WOMAN TO WOMAN FINANCIAL
BANKERS LIFE ADVISORY SERVICES, INC.
VANDERBILT ADVISORY SERVICES
SETTIAN CAPITAL LP
THE FIDUCIARY ALLIANCE
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
FRENCH CAPITAL MANAGEMENT, LLC
LIFE PLANNING PARTNERS, INC.
OSAIC WEALTH, INC.

Investors

GAIL DARLENE SPINDLE
KELVIN MILLER
JOSEPH BENJAMIN STOREY
MARCUS CHRISTOPHER ROWE
Jeremy Hall
NATHANIEL EKBERG NUSZ
NICHOLAS COLON
John Francis Lynch
ARTHUR DUDLEY WAMPLER
Joshua D Miller
LARRY MICHAEL KIRK
ALLISON LANE CRICK
MONICA SALAMA
DOROTHY C REMY
STEPHEN MILLER PARKIN
Catherine LaPietra Stone
DAVID WHITTLE UPCHURCH
APRIL DESHAWN MURDAUGH
MARK STEVEN THOMAS
MATTHEW ALAN HOLIBAUGH
Tiffany Marie Carrion
WESLEY WAYNE WHITTEN
Insley A. Edgar
Wade Robert Hoag
SONYA LYNNECE WOOD
Justin Dolan
Alexander Joseph Lovaglio
Jonathan Louine
THOMAS GEORGE VENTURA
JASON FRENCH
Stephen G Sanders
BRETT MICHAEL LOZOWSKI
Andrew John Whitaker
Filipe Augusto De Barros Gusmao

Within 25 miles of Pnte Vdra Bch, FL, Best Investors lists 177 registered investment advisory firms with 470 offices nearby, managing about $14.2T in combined regulatory AUM across 2,777,586 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 Pnte Vdra Bch

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM