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Best financial advisors in Sanibel, FL

Registered advisers within 25 miles of Sanibel, FL.

Offices
372
Firms
161
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,771,567 clients when Item 5C has a number
Avg / client
$5.78M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
HAAS FINANCIAL, INC.
EUBANKS FINANCIAL
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SPYRNAL FINANCIAL GROUP
RETIREMENT WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

KYLE LAWRENCE ZURBRIGGEN
DAVID ROBERT HAAS
MICHAEL WAYNE MCFARLAND
John Thomas Evans
WILLIAM ARTHUR KING
BRIAN DONALD SAULS
JAIRO SOTOMAYOR
SCOTT FLINN
ZACHARY PAUL FRAZIER
DANIEL EDWARD GRABOWSKI
LISA MARIE PICKERING
Natalie Moore Burkhead
JEFFREY SCOTT CARNEY
Tomas Zimmermann
JOHN DANIEL LAZZARO
TIMOTHY JAMES MURPHY
Erica E. Crawford
CHAD BURNS
Daniel Rossi
Rebecca S Durling
Brian Copeland
Brad Alan Jackson
Richard J Dempsey
ROYAL ANTHONY CLARK
CHAD PATRICK MICHAELS
Jack Aaron Drapkin
Donna A Krohn
JOSEPH LANZA
ERIC EUGENE KEARNEY
AMY BLAIR LAWSON

Within 25 miles of Sanibel, FL, Best Investors lists 161 registered investment advisory firms with 372 offices nearby, managing about $16.0T in combined regulatory AUM across 2,771,567 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 Sanibel

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