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Best financial advisors in Santa Rosa Beach, FL

Registered advisers within 25 miles of Santa Rosa Beach, FL.

Offices
91
Firms
53
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,154,655 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

LIVINGSTON FINANCIAL PLANNING, INC.
HERITAGE OAK WEALTH ADVISORS
PALM VIEW INVESTMENTS
OSAIC WEALTH, INC.
BAUGH FINANCIAL
CETERA INVESTMENT ADVISERS LLC
SOUTHLAND EQUITY PARTNERS, LLC.
AVANT CAPITAL, LLC
EDWARD JONES
LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STEIN FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

James M Livingston
GEORGE MAYO LIVINGSTON
Micah Gibson
Seth Alan Maier
BRYAN DONALD MULLIN
ROBERT P COLETTA
KRISTINA K. ELGEE
BETSY ANN SULLIVAN
Walter Bluford Kilby
James William Roberson
WILLIAM GERALD SADLER
JEFFERY K BARNES
Brian Charles LaMonica
MATTHEW THURMAN RIDNOUER
ANDREW D. URBANSKI
BENNETT S. STEIN
EDWARD H DENNIS
Sean Daniel Neal
CLAIBORNE BARKSDALE MORTON
ANDREW BENNETT BONJEAN
CHRISTOPHER H POATE
TRAVIS MICHAEL HOYT
SAMMIE D CONGER
JOSEPH RIZZA
DAVID JASON LAUCH
PATRICK CHRISTOPHER POATE
NICHOLE RABON
PETER BREDO STABELL
DERICK EUGENE HOUSTON
MAURICE JEAN STOUSE
Amy Smith Parrish
Davis Edward Parrish
Mary-Cole Downey Stange
JOHN MICHAEL WOODRUFF

Within 25 miles of Santa Rosa Beach, FL, Best Investors lists 53 registered investment advisory firms with 91 offices nearby, managing about $12.1T in combined regulatory AUM across 1,154,655 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 Santa Rosa Beach

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