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Best financial advisors in Port Saint Lucie, FL

Registered advisers within 25 miles of Port Saint Lucie, FL.

Offices
252
Firms
126
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,697,430 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS
TD PRIVATE CLIENT WEALTH LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LAMINGTON CAPITAL MANAGEMENT, LLC
PASQUA WEALTH SOLUTIONS
BANKERS LIFE ADVISORY SERVICES, INC.
PARK AVENUE SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
W.H. FINANCIAL SERVICES, INC.
FAMILY FIRST FINANCIAL PLANNING
GREAT VALLEY ADVISOR GROUP, LLC

Investors

James Coleman Gillis
Hayden Minix
JOSHUA KENT CRAWFORD
THEODORE SARANTOS
David Hanson
RICARDO NUNEZ
ELITA LUZZI
JOHNNY FABIAN CORTES
Steven G Connell
Ian Andrew Laberge
Timothy J McManus
CURTIS S GILBERT
Patricia Lee Rosendahl
Krista K Rosendahl
Brandon Buccieri
Trevor Durham
Joseph Robert Roddy
ROBERT JOSEPH METZ
Joseph Fuschillo
MICHAEL EFFRON
KEITH THOMAS FOLEY
Arthur Daniel Manfredi
Cody Elias Azzi
William H Hazlett
LESLIE ELLEN TROWBRIDGE
Sharmon Tourjee
LEO FREDERICK SAGE
DAVID C GORNITZKY
Nathaniel Michael Gornitzky

Within 25 miles of Port Saint Lucie, FL, Best Investors lists 126 registered investment advisory firms with 252 offices nearby, managing about $15.1T in combined regulatory AUM across 2,697,430 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 Port Saint Lucie

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM