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Best financial advisors in Titusville, FL

Registered advisers within 25 miles of Titusville, FL.

Offices
141
Firms
56
Combined AUM
$9.39T
Firm-wide filings, not assets booked only here
Clients
1.45M
1,447,349 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
OSPREY MONEY MANAGEMENT, LLC
EDWARD JONES
LATITUDE ADVISORS, LLC
IMPACT PARTNERSHIP WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

SAM JOSEPH HNILICKA
DANIEL JOHN RIVERA
CHRISTINE MARIE HELSEL
Blake Lindquist
KIMBERLY SUZANNE STEELE
STANLEY EUGENE RETZ
JOHN MARTIN NICKLAS
Foster Martin Lytle
Karl Phillip Youmans
Kerry Bryan Kennedy
MICHAEL PAUL GUARINO
AARON MARSHAL WADE
Casey Aaron Crouch
Roy A Malphurs
Deborah Evelyn Brackett
Kelly Tobin Hernandez
Annette Jensen
TRACEY COLLINS HIGGINBOTHAM
Jeffrey Smith
DAVID EDWIN BORNBERG
Jason Michael Hull
JUAN PABLO MONTOYA
Matthew Noel Miller
PATRICK JOHN COYNE
ROBERT ALLEN KENASTON
WALTER DALE CROSSLEY
CATALINA MEJIA - HENSEL
JO-ANN PRINCIPI
Patrick James Coyne
SHAUN ANTHONY JONES
Christina Leigh Jackson
JASON FAGAN
Joshua Daniel Ellis

Within 25 miles of Titusville, FL, Best Investors lists 56 registered investment advisory firms with 141 offices nearby, managing about $9.39T in combined regulatory AUM across 1,447,349 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 Titusville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM