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Best financial advisors in Saint Pete Beach, FL

Registered advisers within 25 miles of Saint Pete Beach, FL.

Offices
920
Firms
346
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,609 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADVISIFI LLC
SAVVY
MOZELLA ASSET MANAGEMENT
HYGGE ADVISORS, LLC
AVID PLANNING
TRUIST ADVISORY SERVICES, INC.
SHARP FINANCIAL
INDEPENDENT FINANCIAL GROUP, LLC
CYNDEO WEALTH PARTNERS
APTUS CAPITAL ADVISORS, LLC
CLARITY FINANCIAL ADVISORS LLC

Investors

Christopher Donald Hudson
Kevin G Poussard
Chloe Merle Hill
Ryan D Morse
JORDAN ANDREW MILANI
SHAWN JEREMY WAKED
JOE CHUNG
JESUS ALBERTO PINEDO
Jonathan Scott Henrich
RORY CARNEY
DAVID CHRISTIAN HARPOOL
WILLIAM JACKSON ARNOLD
KARRINGTON HICKMAN
Katie Reuter
Angela Nicole Wright
James F Sorensen
JON DAVID PETERSON
Patric Joel Nassar
BROOKE MOTLEY
KARYN C TALARICO
ZIAD JUMA HASSAN-MOHAMMED
Kelly Lorraine Pickering
Assen Alexandrov Kuklin
JOSEPH RAISSI
THOMAS Marshall KIDWELL
DAVID RAY LACKORE
Adam Scott Hess
Solomon Kent Kilgroe
Renat Mamashev
RICHARD THOMAS HAVARD
PETER FRANTZIS
GREGORY J BOURNE
CHRISTOPHER RYAN QUINTY
SOLOMON MATTHEWS KILGROE
ERIC MICHAEL BRANSON
ROBERT A THIGPEN
Brandon David Hess
MATTHEW MCGOWAN
DOUGLAS STEVEN ROOT
JEDIDIAH PRESTON HOSTETLER

Within 25 miles of Saint Pete Beach, FL, Best Investors lists 346 registered investment advisory firms with 920 offices nearby, managing about $18.2T in combined regulatory AUM across 3,390,609 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 Pete Beach

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM