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Best financial advisors in Stuart, FL

Registered advisers within 25 miles of Stuart, FL.

Offices
253
Firms
124
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
1.77M
1,772,352 clients when Item 5C has a number
Avg / client
$7.67M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LAMINGTON CAPITAL MANAGEMENT, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
EQUITABLE ADVISORS, LLC
PARSONS CAPITAL MANAGEMENT INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERITAS ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

CURTIS S GILBERT
THEODORE SARANTOS
MARIA GABRIELLA OROZCO
Omar Peguero Hernandez
Hunter Sheehan
Somphavanh Inthisane-Lovanh
Steven G Connell
Ian Andrew Laberge
Brandon Buccieri
Trevor Durham
Lee Gregory Curtis
randy vasquez
JEFFREY ALEX BANACK
DAVID JEFFREY BANACK
KIMBERLY GAIL PAYNE
Michael Caracciolo
MARK ROLNICK
KRISTINA MARIE GARRISON
Benjamin Darwin Lynch
ALFRED RICHARD SORICELLI
Angel Berlanga Rodriguez
Brandon Santillo
Alejandro Vallejo
RUTH KILLEEN MULLEN
CHUNG WAI WONG
ROBERT WHITE PARSONS
KENNETH J GUNTKOWSKI
MARK ANDREW VALINOTE

Within 25 miles of Stuart, FL, Best Investors lists 124 registered investment advisory firms with 253 offices nearby, managing about $13.6T in combined regulatory AUM across 1,772,352 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 Stuart

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