Best Financial Advisors in Summerland Key, FL

Within 25 miles of Summerland Key, FL, Best Investors lists 12 registered investment advisory firms with 13 offices nearby, managing about $6.37T in combined regulatory AUM across 686,145 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 Summerland 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM

Best financial advisors in Summerland Key, FL

Nearby offices

LPL FINANCIAL LLC

J. W. COLE ADVISORS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

PROVISE MANAGEMENT GROUP, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

TAPA PRIVATE WEALTH INC.

EAGLE STRATEGIES LLC

EDWARD JONES

INTELLIGENCE DRIVEN ADVISERS, LLC

MORGAN STANLEY

QP WEALTH MANAGEMENT, LLC

Firms

Investors

Largest firms in Summerland Key