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Best financial advisors in W Melbourne, FL

Registered advisers within 25 miles of W Melbourne, FL.

Offices
206
Firms
82
Combined AUM
$9.97T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,467,276 clients when Item 5C has a number
Avg / client
$6.80M
Combined AUM ÷ clients

Nearby offices

Firms

VALUENGINE CAPITAL MANAGEMENT LLC
PROVERBI CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SIMPLICITY WEALTH
RAYMOND JAMES & ASSOCIATES, INC.
ROSSBY FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
CREATIVEONE SECURITIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FLORIDA FINANCIAL ADVISORS, LLC

Investors

PAUL ERIC HENNEMAN
ERIC J LUTTON
Mistie Rice Babin
Lance Alexander McCartney
Drew Willliam Pelton
Andrea Lynn Hall
MELISSA MARIE MOONEYDOMINGUE
PETER THOMAS MOONEY
Jason R Vaughn
NICOLE WILBERT
RODNEY J VAN BUREN
WHITNEY MOREIN COLTON
WILLIAM ARLIN JACKSON
Alexander James Schwarz
WILLIAM MIDGELY EASTWOOD
DENISE LYNN HOLLOWAY
BENJAMIN MICHAEL BUCHANAN
WILLIAM MARK GEAR
Timothy Tuschinski
STEVEN THOMAS WILMARTH
DIEGO ALEXANDER REYES CANO
Cole Thomas Wilmarth
SHEPARD ALAN BUCKMAN
Marissa Harris
JESSICA CLAIRE DILLON
Paige Linna Carlson
DAVID DRUMMOND OSBORN
CHRISTOPHER JOSEPH MARSICO
Briana Olivia D'Esposito
SCOTT ALLEN BLACKLEY
STEPHEN PAUL FLORIO
JOHN CHRISTOPHER ROY ANDREWS
ALAN RICHARD JOYCE
FRANCES ANN TOLER
MICHAEL TODD MARTIN
ANDREW JOHN EVANS
David Wayne Rider
KRISS WINSTON BRYAN
MATTHEW JAMES KANARICK
CHARLES RANDALL STEELE
Robert O Godfrey
Sandra Gunthorpe
ERIC ALEXANDER PONCE
Colin M Roy
MASON Edward MCCORMACK
Patrick Reece Marr
Ember Savannah Lytle
Dallas Troy Stokes
Kimberly Michelle Sowell
James Christopher Sowell
John Edward Sivolella
Farah Ann Sivolella

Within 25 miles of W Melbourne, FL, Best Investors lists 82 registered investment advisory firms with 206 offices nearby, managing about $9.97T in combined regulatory AUM across 1,467,276 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 W Melbourne

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