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Best financial advisors in St Thomas, VI

Registered advisers within 25 miles of St Thomas, VI.

Offices
13
Firms
13
Combined AUM
$1.80T
Firm-wide filings, not assets booked only here
Clients
28.2K
28,214 clients when Item 5C has a number
Avg / client
$63.8M
Combined AUM ÷ clients

Nearby offices

Firms

OLDENBURG INVESTMENT PROFESSIONALS
ACSB CAPITAL MANAGEMENT, LLC
ASCENTIS WEALTH MANAGEMENT, LLC
ATV GP (VI) LLC
BLACK DIAMOND CAPITAL MANAGEMENT
DBA SESLIA SECURITIES
FREEDOM FINANCIAL ADVISORS
INOVE ASSET MANAGEMENT, L.L.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
PRIVATE WEALTH ADVISORS VI LLC
SOUTHERN EQUITY ADVISORS LLC
SPC

Investors

Costin-Valeriu Gradina
DANAE SARAH OLDENBURG
JULITO ALCIEDRO HERBERT FRANCIS
RYAN MICHAEL USZENSKI
JUSTIN LESLIE MOORHEAD
JOSEPH SHELLEY MOORHEAD
MARCIA VERA MOORE
Steve Kevin Lowe
TOUSSAINT DUBOIS GASKINS
Stephen CHARLES Ethen
Natalie Mae Knight
Mark Edward Skandier
SUSAN JOY MACFARLAND-HELTON

Within 25 miles of St Thomas, VI, Best Investors lists 13 registered investment advisory firms with 13 offices nearby, managing about $1.80T in combined regulatory AUM across 28,214 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 St Thomas

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 BLACK DIAMOND CAPITAL MANAGEMENT $10.7B AUM 3 SPC 4,483 clients · 490 advisers $6.10B AUM 4 SOUTHERN EQUITY ADVISORS LLC $788M AUM 5 ASCENTIS WEALTH MANAGEMENT, LLC 6 advisers $596M AUM 6 DBA SESLIA SECURITIES 3 advisers $50.5M AUM 7 MUTUAL OF OMAHA INVESTOR SERVICES, INC. 6,880 clients · 293 advisers $32.0M AUM 8 ACSB CAPITAL MANAGEMENT, LLC 1 advisers $14.1M AUM