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Best financial advisors in Riviera Beach, MD

Registered advisers within 25 miles of Riviera Beach, MD.

Offices
799
Firms
293
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,117,161 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOUNDERS FINANCIAL SECURITIES LLC
PERSICO ASSET MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
CASSILLY & APPEL, INC.
CASSILLY FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AE WEALTH MANAGEMENT, LLC
CORNERSTONE ADVISORY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MARK DOUGLAS WILLIAMS
Daniel Joseph Higgins
Jeffrey Shapiro
Jessica Suzzane Hickey
JENNY LYNN LOGSDON
Samantha Nicole Cimino
PATRICK JOSEPH DELANEY
Christian Thomas Locher
VICTOR SIMON
JOHN CHRISTOPHER PERSICO
GARY THOMAS MOTT
KARL J. APPEL
FREDERICK NELSON CASSILLY
David Jakob Bauer
Kenan Sahin
KURT DIMANNA
JASON FRANCIS LABARGE
GAVIN JOHNSON
MICHAEL GARNER HILLIARD
JOHN ERNEST BURKHARDT
Mark Hal Kamins
Keith Michael Manning
JOHN EDWARD BARNES
ROGER WARREN MOORE
Ryan Michael Wentworth
DONALD OWENS HARRISON
PAUL FLETCHER BURDETT
AMY CAROLINE TAYLOR
Paul Fletcher Burdett

Within 25 miles of Riviera Beach, MD, Best Investors lists 293 registered investment advisory firms with 799 offices nearby, managing about $18.5T in combined regulatory AUM across 3,117,161 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 Riviera 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 CAPTRUST 963 advisers $1.24T 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