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Best financial advisors in South Daytona, FL

Registered advisers within 25 miles of South Daytona, FL.

Offices
154
Firms
64
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,645,514 clients when Item 5C has a number
Avg / client
$3.80M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
THE STRATEGIC FINANCIAL ALLIANCE, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
NEWEDGE ADVISORS
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
SILVA FIDUCIARY ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS

Investors

Thomas Joseph Ventura
Timothy Kuzma
THOMAS EDWARD KEALY
PAUL DAVID STELTER
Brent Bruce Jamison
FRANKLIN TRAVIS REYNOLDS
JEFFERY MICHAEL HOFFER
Kelsie Saskill
ANDREW LLOYD COATES
James Patrick Reardon
Rebecca Wolf
JUSTIN ALAN BUNDZA
AMANDA KIM BLOCKSOM
LAURA BURGOS
Cheri Lisko
MANUEL ROSAS CHAVEZ
Natalie Wagner Tran
Daniel Richard Tran
JOSE H. SILVA
Nelli V Gruber
Ethan Michael Vineyard-Martino
Nathan Ryan Handlin
RICHARD PAUL LINN
Robert Leonard Kennerson
Andrew C Schorr
ELAINE DENISE PAVLAKOVIC
COLLEEN MARY SPARROW

Within 25 miles of South Daytona, FL, Best Investors lists 64 registered investment advisory firms with 154 offices nearby, managing about $10.0T in combined regulatory AUM across 2,645,514 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 South Daytona

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM