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Best financial advisors in Satellite Beach, FL

Registered advisers within 25 miles of Satellite Beach, FL.

Offices
215
Firms
87
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,485,027 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
J. W. COLE ADVISORS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
RALL CAPITAL MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMN PARK ASSET MANAGEMENT, LP
LUMINARY FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
VALMARK ADVISERS, INC.
PVG ASSET MANAGEMENT CORP
API FINANCIAL ADVISORS, LLC

Investors

ROXANNA LYN EVERETT
Dano W. LoPresti
KEVIN DELGADO
Kaori Suzuki Fischer
JOSEPH IANNUZZO
LINDA MARIE ROBERTS
Danielle Denise Douglas
Kyle Ferguson
DANIEL JOHN RIVERA
JOHN EDMUND YANNICK
Adam R Rall
JOE LINN RALEY
Jorge Manuel Hoffmann
Karina N Dischler
WARREN EDWARD BURGER
NICOLE RAE FUHRER
ROBERT CLARK SLANE
DONALD MELVIN BENSON
STEVEN FOSS LIBBY
STEVEN JOHN LEATHERMAN
LIMONE CASSIN MORALES
LUTHER SETZER
REGGY MOORE BAPTISTE
DAVID E BAILEY
LISA N ANDERSON
STEPHEN C HOUSER
Nathan Burks
ANDREW RAYMOND SCHEIRER
NEAL PAUL QUON
TIM TAYLOR SMITH
Norman BERRY Taylor
TRISHA BERNARDO PEREZ
Ward Paul Brooks
Dustan R Christensen

Within 25 miles of Satellite Beach, FL, Best Investors lists 87 registered investment advisory firms with 215 offices nearby, managing about $11.4T in combined regulatory AUM across 1,485,027 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 Satellite Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM