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Best financial advisors in Tavernier, FL

Registered advisers within 25 miles of Tavernier, FL.

Offices
7
Firms
5
Combined AUM
$3.56T
Firm-wide filings, not assets booked only here
Clients
258K
257,898 clients when Item 5C has a number
Avg / client
$13.8M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC

Investors

ALISSA MARIE WHITTLE
DARIN RUSSELL CARROLL
Jeffrey Collins Davis
PATRICK JOSEPH FAZIO
PETER SMILOVSKY
JENNIFER LYNN GOMER
STEVEN JAY FRANCO

Within 25 miles of Tavernier, FL, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $3.56T in combined regulatory AUM across 257,898 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 Tavernier

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM