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Best financial advisors in Sewalls Point, FL

Registered advisers within 25 miles of Sewalls Point, FL.

Offices
258
Firms
121
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,728,761 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA PRIVATE WEALTH SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
HBKS WEALTH ADVISORS
J.P. MORGAN SECURITIES LLC
MINDIE MOLINA INVESTMENTS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J. W. COLE ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

WORTH WALKER TRAINOR
JAMES WILLIAM CAMPO
Kenyon Laughrey
Timothy Broward Worley
MARK HENRY PALMERINO
THERESA L MCMASTERS
DAVID LUM
PETER FRANCIS AVONDA
JOSEPH SHARPHAM JONES
PETER HOWARD SILCOX
Claudia Louise Hubbs
MICHAEL BERNARD PIAZZA
Melissa Larson
Brett A Bladergroen
Helen Laurel Knapp
Stephen Burleson
STEVEN THEODORE SWINDLER
Jason John Gilbert Nunnery
William Michael Lofley
O'Connor Knight Suffich
STEPHEN CARL SCHRAMM
RYAN HENRY FURTWANGLER
Ronald Olivieri
Kathryn Lyle Rock
Charles Ryan Iosco
MINDIE NICOLE MOLINA
GARY DAVID FUDULOFF
VICTORIA LYNN LEBLANC
Allison Lynne
Kevin J. Sercia
JEFFREY STEVEN EMMELUTH
STEVEN CRAIG SERINSKY
Daniel Peguero
David Hanson
MELISSA ANN BARNES
Bradley Donald Sellick
Bradley Gerard Sonnier
Joseph Andrew Marton
Seth Michael Sonnier
Jacob Bryan Dean
CHRISTOPHER ROBERT LESSER
ROBERT JEFFREY SANDER
THOMAS ALAN BEVAN

Within 25 miles of Sewalls Point, FL, Best Investors lists 121 registered investment advisory firms with 258 offices nearby, managing about $13.9T in combined regulatory AUM across 2,728,761 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 Sewalls Point

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