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Best financial advisors in Atlantis, FL

Registered advisers within 25 miles of Atlantis, FL.

Offices
994
Firms
486
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,124 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AARON BRASK CAPITAL
STATE FARM INVESTMENT MANAGEMENT CORP.
CASTLE WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Investors

Shane Patrick McVan
MARSHALL LEE ROSEN
Daniela Mulet
LAWRENCE BENTON SILVER
PAUL THOMAS SALTER
JOHN EDWARD CASSANDRA
NICHOLAS JOHN CASSANDRA
Todd Gregory Roberts
MARK ALAN TARSHIS
PETER ANTHONY MORDENTE HAWKINS
JOSE EUGENIO DELEON
Austin James Gardner
DAVID AARON BRASK
LEOPOLDO ROCA
Scott David Worley
CHRISTINA L WORLEY
MELISSA ANN GANNON
Nicholas Demitri Darzentas
LORI ANN FERNICOLA
Amber Noell Dakar
Matthew Charles Kazmierz Kaszel
MEGAN BROOKE KIZIAH
JASON MARC ALTMAN
MARK EUGENE HAAG
ROBERT SETON O'CONNOR
LAURA HAAG
Wyn Yelin
Daniel Marulli
Ryan D Yelin
David R Slavic
JASON PHILIP STAMM
Lauren Hagan Moshella
STEPHEN DANIEL OSTROFSKY
Najran A Thompson
Timothy Ross McGraw
Joseph Ortiz
KEITH GORDON SPENCER

Within 25 miles of Atlantis, FL, Best Investors lists 486 registered investment advisory firms with 994 offices nearby, managing about $19.4T in combined regulatory AUM across 3,261,124 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 Atlantis

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM