Best Investors Account Sign in

Best financial advisors in Vero Beach, FL

Registered advisers within 25 miles of Vero Beach, FL.

Offices
173
Firms
98
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,642,125 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PROFESSIONAL ADVISORY SERVICES INC
VOCAP INVESTMENT PARTNERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INDEPENDENT FINANCIAL PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
ADVISORY SERVICES NETWORK
VIRTUE CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
BIMINI ADVISORS, LLC
DOWLING CAPITAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FARTHER
SPIREPOINT PRIVATE CLIENT, LLC

Investors

EDWARD CHARLES BAMBERG
CHRISTOPER R STEELE
Kelly SUE Meinders
JORDAN MONROE BIEBER
JEREMY SCOTT GOLDBERG
CHRISTOPHER J CONNETT
CAROL LIGON BIEBER
ROBERT NATHAN POLACKWICH
DAVID ALAN JAFFE
CHRISTOPHER MICHLER BROWN
JENNIFER SULEMAN
Chase Perez Blanco
RAZVAN NICOLAE ILIE
MELISSA KIMBERLY JAMES
Peter Anderson
Joseph Engleby
David Edward Cherry
Nicholas Lance Bruce
Dean Edward Statler
DANIEL PAUL MACE
MICHAEL MARTIN ZICKERT
JOHN EDMUND NEENAN
Katherine Elizabeth Weaver
DANIEL GEORGE DECAMBRA
Joseph Helmy
COLLEEN CLARK HIGGINS
RYAN AVALLON BASS
Matthew Stephen Dowdle
Kayla M MacWilliam
DIANE P. NELSON
GRAYSON HEARD HOLLY
RUSSELL G CAPPELEN JR.
ROBERT EDWARD CAULEY
DAVID HARRIMAN WALKER
BRIAN MICHAEL SHAMBO
MARIA CHRISTINA KLIPSTINE
Maureen Lord
John Tovar
Scott Philip Schwartz
BAERBEL O'HAIRE
John R. Dobay
CHRISTIE GREEN
JOSEPH FRANCIS FESSLER
MARSHA G PETERSON
CARLEEN E PORRECA
PETER GOVE KELLY
VANDRA S BRASWELL
CHRISTOPHER Thomas MUSTO
Devin Ashlee Reed
JOSEPH D RINCHACK
Jeremy Schwibner
MATTHEW HEAFNER
MATTHEW WILLIAM SAUM
DIANN MARY SIKORA
KYLE WILLIAM MORGAN
ZACHARY R SHAVE
STEPHANIE J SPRINGER
JEFFREY CLARK PETERSEN
LAWRENCE REDFIELD BRASHEARS
PAMELA ANN PUNKAR
THOMAS FRANCIS NELSON
Mikael Daniel Montalvo Ruiz
TAYLOR BOONE HODGES
Blake Callahan
RONNIE JAMES MARCEAUX
Kim M Orsi
SUSAN A ZIMMERMAN
James Andrew Beindorf
TRENT H LEYDA
COURTENAY J SATTERWHITE
HAKYUNG KAY CAMPIONE
ROBERT C SCARBOROUGH

Within 25 miles of Vero Beach, FL, Best Investors lists 98 registered investment advisory firms with 173 offices nearby, managing about $12.9T in combined regulatory AUM across 2,642,125 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 Vero 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 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