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Best financial advisors in West Palm Beach, FL

Registered advisers within 25 miles of West Palm Beach, FL.

Offices
893
Firms
464
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,271,125 clients when Item 5C has a number
Avg / client
$6.80M
Combined AUM ÷ clients

Nearby offices

Firms

CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC
NEUBERGER BERMAN BD LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERANT INVESTMENTS, INC.
UBS FINANCIAL SERVICES INC.
WHALEROCK POINT PARTNERS, LLC
A&M PRIVATE WEALTH PARTNERS, LLC
EDWARD JONES
STERLING INVESTMENT MANAGEMENT
ANCHOR WEALTH MANAGEMENT GROUP LLC
CENTER LAKE CAPITAL MANAGEMENT, LLC
KOVACK ADVISORS, INC.

Investors

BRENT THOMAS FYKES
Rogelio Alexander Duran
Halsey Overton Schreier
KAROLINA KATARZYNA BEDNARSKA
MICHAEL JOSEPH BRUNO
JACK ALAN ABLIN
ROBERT B DUNKIN
John Michael Klopfenstein
Christopher Hugh Georgopoulos
JESSICA CHRISTINE RANDO
Zain Naqi
DEREK R DEVENS
JOHN BAYARD GLOVER
ROBERT S SURGENT
ERIC ZHOU
LILLIAN VASSILATOS
MICHAEL EUGENE ONORATO
Julian Turosienski
BARRY SOMMERS
RON YOSEF EISNER
ERIC BROWN PROPPER
DOUGLAS PAUL BRAFF
TYSON CARTER REED
JOHN PHILIP GENCO
Leslie Anne Sawyer
MICHAEL JOSEPH MURGIO
PETER Salvatore ALOISI
CHRISTOPHER JAMES COCOZZA
MATTHEW C. KING
TAKUYA KISAKA
LAWRENCE ADAM HILZENRATH
EDUARDO ANTONIO VILLA OSPINA
Jonathan Lee Fitzgerald
Michael S. Calkin
Milos Janicic
JOHN MCKENZIE RALLS
Abdulla Begai
CARL WADE GARDINER
Michael Fitzpatrick Donnal
John F Rahal
KATARZYNA ANNA MARCZYK
James Justin Smeenge
GARTH ANTHONY IVEY

Within 25 miles of West Palm Beach, FL, Best Investors lists 464 registered investment advisory firms with 893 offices nearby, managing about $22.2T in combined regulatory AUM across 3,271,125 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 West Palm Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM