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Best financial advisors in West Melbourne, FL

Registered advisers within 25 miles of West Melbourne, FL.

Offices
210
Firms
86
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,440,618 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
ARCHER INVESTMENT CORPORATION
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
ARBOGAST FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

ALAN MICHAEL JOTKOFF
Ryan Philip Jotkoff
ADAM MICHAEL MARK
Patrick Edward Nickerson
ALEX DAVID DEANER
JEFFREY PAUL CADEN
MICHAEL OSBORN
NANCY BROOKS YOUNG
STEPHEN GERARD ROSSI
Kenneth Alan Whittaker
Chelcey Mandee Madrid
Elizabeth Janet Oros
JOE LINN RALEY
DANIEL JOHN RIVERA
Kyle Ferguson
BRIAN SCOTT CRANE
REBECCA ANNE BYRON
James Batch
BRIAN JAMES WEST
Raymond Edwin Wasser
Kaori Suzuki Fischer
Altair Stacey Watson
Christopher Syngin Decker
JULIE MCCARTHY DECKER
PAUL FRANCIS MCCARTHY
Daniel James Arbogast
MICHAEL LEE ARBOGAST
MATTHEW CLAUDE LAMB
ANDRES ALVAREZ
LINDA STOUT

Within 25 miles of West Melbourne, FL, Best Investors lists 86 registered investment advisory firms with 210 offices nearby, managing about $11.5T in combined regulatory AUM across 2,440,618 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 West 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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM