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Best financial advisors in Wilbur By The Sea, FL

Registered advisers within 25 miles of Wilbur By The Sea, FL.

Offices
150
Firms
61
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,644,311 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DENNIS CHAPMAN ROCHE
Bradley Schwartz
ELAINE DENISE PAVLAKOVIC
COLLEEN MARY SPARROW
RICHARD PAUL LINN
Ethan Michael Vineyard-Martino
Nathan Ryan Handlin
Nelli V Gruber
Natalie Wagner Tran
Daniel Richard Tran
Robert Leonard Kennerson
Andrew C Schorr
Cheri Lisko
LAURA BURGOS
MANUEL ROSAS CHAVEZ
Scott Alan Adams
ERIC GEIGER
Brian Allan Cobb
JUSTIN ALAN BUNDZA
LLOYD RANDOLPH COATES
COLIN THOMAS GRAY
EDWIN KEITH JONES
James Patrick Reardon
Rebecca Wolf
ANDREW LLOYD COATES
Matthew Zuber

Within 25 miles of Wilbur By The Sea, FL, Best Investors lists 61 registered investment advisory firms with 150 offices nearby, managing about $10.0T in combined regulatory AUM across 2,644,311 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 Wilbur By The Sea

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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