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Best financial advisors in Village Of Palm Springs, FL

Registered advisers within 25 miles of Village Of Palm Springs, FL.

Offices
975
Firms
482
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,004 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
AARON BRASK CAPITAL
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
KOVACK ADVISORS, INC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
BASSAM WEALTH MANAGEMENT, LLC
DOCK STREET ASSET MANAGEMENT INC
HUDSON VALUE PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LINCOLN INVESTMENT
MADISON ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC

Investors

LEOPOLDO ROCA
JOSE EUGENIO DELEON
Austin James Gardner
DAVID AARON BRASK
PAUL THOMAS SALTER
Katherine Mary Chacon
Joseph Ortiz
DONALD THEODORE SWINARSKI
Eric Christian Martinez
LORETTA (LORI) WILKINSON
MELISSA ELIZABETH MULHEARN
JERRY WICKLANDER
MICHAEL LEE WELLS
JAMES ROBERT RICHBURG
BLANCA L MACKREY
Ehsan S Bassam
SPENCER J OGDEN
EVAN RICHARD MCGOFF
PAUL WILLIAM DAVIS
CHRISTOPHER PAUL DAVIS
MARINO ILIJA PATRK
MARIANNE THORNE WITTE
Ethan Nathaniel Stern
Daniela Mulet
ROBERT KELLY
Jesus Lopez
TARA C FROYEN
Jesus J Silva

Within 25 miles of Village Of Palm Springs, FL, Best Investors lists 482 registered investment advisory firms with 975 offices nearby, managing about $19.4T in combined regulatory AUM across 3,261,004 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 Village Of Palm Springs

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM