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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

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
BROOKSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

JOSEPH EDWARD UTTLINGER
SAU PING LEE
CHARLES THOMAS SHARMAN
DEBORAH MANDARA KENDRICK
BLAKE ALEX SCHWARTZ BARKER
Steven Aylmer
Allison Ross
Blake Lindquist
ERIC CHRISTOPHER LANDRY
CELESTE KATHLEEN BYERS
ROBBIE DEAN MOTTY
SETH ADAM RIDDLE
DEREK ALAN BOUCHER
Colleen Joy Quick Mitchell
Cameron Bonnet Mitchell
Amy Joyce Krupp
ROBERT S DALE
CYNTHIA ANNE GREEN
TERRY LEE TOLBERT
WILLIAM AUGUST SLOVER
Noah Endicott
THOMAS ALAN BIXBY
Jamie Lynn Wannamaker
David A Hughes
Steffany Bahamon
MICHAEL DOUGLAS ALLEN
SILVIA MARCELA LINARES-WILLIAMS
John Thomas Keeney
Daniel Scott LaForest
CHARLES WINFIELD ALLEN
CINDY ELAINE FOWLER
KEITH ALAN MOORE
BRENT J RAMSEY
DANIEL ALAN COURSON
SUZANNE MAUREEN STOPA
AUSTEN ANDREW-PHILLIP JACKS
Mitchell William Allen
DAVID PAUL ALLEN
JAMES ROBERT DELAURA
DOMINIK ANDREW KUDZMA
Sara Hawks Houston
JOHN CHRISTOPHER MALATINO
MICHAEL S WEISS
CARL EDWARD JOHNS
Arielle Marie Kingston
JESSICA WHITEHURST

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