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Best financial advisors in Siesta Key, FL

Registered advisers within 25 miles of Siesta Key, FL.

Offices
475
Firms
215
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
1.84M
1,844,497 clients when Item 5C has a number
Avg / client
$7.82M
Combined AUM ÷ clients

Nearby offices

Firms

COMPASS FINANCIAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
PFS INVESTMENTS INC.
FORUM FINANCIAL MANAGEMENT, LP
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WAVERLY ADVISORS, LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TD PRIVATE CLIENT WEALTH LLC
RBF CAPITAL MANAGEMENT, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LEVEL FOUR ADVISORY SERVICES

Investors

JOHN GEORGE DANIELS
Aystin Martinez
Dustin R Hays
MEREDITH MEADE WOODS
BECKIE MARIE CLARK
CHARLES MICHAEL FORTENBERRY
BRENDA K KLEIBER
William Kerry McGinty
LYNN JEAN CRAPO
CHARLES A ALARIO
JANE ELIZABETH MCGINTY
ERIN REBECCA HAJDU
Courtney A Cornwell
SCOTT LOOS WOODS
PAUL DOUGLAS BUSKEY
DONALD GLENN JOHNSON
CHRISTOPHER MICHAEL DANZER
AMANDA LEE JOHNSON
BRENT MARTIN
DEBRA ANN GARDI
CHRISTOPHER JOSEPH DELEONARDO
SCOTT CALLIS BARCOMB
Matthew Allen Petersen
RYAN MATTHEW MULLER
Cole Kendrick
ROBERT SCOTT COLLINS
Hermann Ansel Carcamo
Joseph R St Onge
MICHAEL SEAN ORENTLICH
Robert Jeffrey Smith
THOMAS KEVIN KYLE
RAFAEL MENNA BARRETO GREGORI
JORGE LUIS NAVARRO
JOHN JARRETT FITZGERALD
TIMOTHY WAGNER
MICHELE WOLFE
THANARAT METRIUS
Robin Howard
MARILYN VAZQUEZ
JOHN MERENDINO
BRIAN LOBMAN
CHRISTOPHER HARGIS
RODRIGO LOPEZ
PAUL SOTO MENDOZA
JONATHAN BASS
MICHAEL FARAJ
LUIS Alberto HERNANDEZ
JOSE GAUTIER
OMAR ABDELBARI
CATALINA ALEXANDER
LORRAINE HERNANDEZ FORBES
Sharon Metilyn Raymond-Daley
BRANDISE DENNIS
KANDI LYNN
NICOLAS HERNANDEZ
NICOLAS DURAN
RAFAL R BARANSKI
LISA SHIRLEY SIMMS
Austin David Collins
AMY K ORCUTT
Keri Deni Hawk
VICTORIA MCCRINDLE
John Michael Texada
JONATHAN JAMES MILES
PETER GRENVILLE MAGNUSON
Christopher Blake Magnuson

Within 25 miles of Siesta Key, FL, Best Investors lists 215 registered investment advisory firms with 475 offices nearby, managing about $14.4T in combined regulatory AUM across 1,844,497 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 Siesta Key

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