Best Investors Account Sign in

Best financial advisors in Sebastian, FL

Registered advisers within 25 miles of Sebastian, FL.

Offices
149
Firms
76
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.30M
2,300,577 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
EDWARD JONES
NORTHERN TRUST SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
REHMANN WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LULLA WEALTH FINANCIAL
OSAIC WEALTH, INC.
GALLATIN & COMPANY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUVESTMENTS CAPITAL LLC
PROFESSIONAL ADVISORY SERVICES INC

Investors

STEVEN PRESTEN OFFILL
Jonathan Whitley
THOMAS PATRICK SHEPHERD
Paul Erwin Reeves
Douglas Allen Miller
MICHAEL SHANE RASNICK
DAVID EARL JOHNSON
Jose Manuel Velez
ALVIN LEROY MILLER
GARY D RYAN
LOUIS ANTHONY CAPEZZA
RONALD DIONISIO BALITON
ARGIE FOCCO
ALISON JANE BOWES
KERRY JEAN KIMMEL-GEIGER
David Edward Cherry
JEANNETTE MICHELLE MONROE
William Lewis Lazar
Blaine Perrin
MARC PRENTICE TOMBERG
Dwight Brian Holmes
JOSEPH CHARLES FALZONE
MELVIN DEAN RATCLIFF
Joanne Sardella
LUIS HUMBERTO WHU
JOSHUA DOZE CANEVARI
JOHN ROSS CROOKS
RUSSELL WILLIAMS TWISS
Todd M Winter
Ethan Wood
KEVIN JAY MCENERNEY
CHRISTOPER R STEELE
Kelly SUE Meinders
JORDAN MONROE BIEBER
JEREMY SCOTT GOLDBERG
CHRISTOPHER J CONNETT

Within 25 miles of Sebastian, FL, Best Investors lists 76 registered investment advisory firms with 149 offices nearby, managing about $12.1T in combined regulatory AUM across 2,300,577 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 Sebastian

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