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Best financial advisors in Saint Augustine, FL

Registered advisers within 25 miles of Saint Augustine, FL.

Offices
166
Firms
88
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
4.41M
4,405,881 clients when Item 5C has a number
Avg / client
$2.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARABLE WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
LEGATUM SERVICES LLC
PEAK WEALTH GROUP LLC
ARCH GLOBAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DIGNUM ET JUSTUM
ACHIEVING VERITAS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
CHARLES SCHWAB & CO., INC.
J. W. COLE ADVISORS, INC.
SETTIAN CAPITAL LP

Investors

Cory Caplinger
John Richard Ginn
Jonathan P Hermes
Thomas James Haggerty
STEPHEN DAVID KYLE
CHRISTOPHER EDWIN SMITH
Benjamin Allen Reep
MICHAEL ALAN CROUGH
Allan Lawson Harkness
Mark Peter Alcorn
CARY JOEL COWAN
DONALD Raymond MURTAUGH
Frank Coulson Speace
PATRICK ALBERT DIDOMENICO
BRAD ALEXANDER MATOS
Shaun Robert Callahan
FRANCIS JOSEPH BENISCHECK
RONALD S PRICENOR
Kent s Norris
RICHARD DOUGLAS CHIARENZA
JARED NEWTON DOLLAR
CHRISTOPHER MURRAY HETT
ANTHONY VIGNALI
Jake Burton
Ryan Hudson Jones
Victoria Lynn Tiehen
Charles William Gillingham
Justin Dolan
Alexander Joseph Lovaglio
Insley A. Edgar
Wade Robert Hoag
STEPHEN MILLER PARKIN
Catherine LaPietra Stone

Within 25 miles of Saint Augustine, FL, Best Investors lists 88 registered investment advisory firms with 166 offices nearby, managing about $13.1T in combined regulatory AUM across 4,405,881 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 Saint Augustine

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