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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

AUA PRIVATE EQUITY PARTNERS, LLC
ANDERSEN
J.P. MORGAN SECURITIES LLC
A&M PRIVATE WEALTH PARTNERS, LLC
CITIGROUP GLOBAL MARKETS INC.
KOVACK ADVISORS, INC.
EDWARD JONES
RETIREMENT CAPITAL ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLOBAL TRUST WEALTH MANAGEMENT LLC
SERENGETI ASSET MANAGEMENT LP
GORDON ASSET MANAGEMENT LLC
KRUSEN CAPITAL MANAGEMENT, LLC
TLG CAPITAL MANAGEMENT, LLC
LANDMARK INVESTMENT PARTNERS, L.P.
LIGHTVIEW CAPITAL, LLC
INTEGRATED RETIREMENT ADVISORS, LLC
RIVERSIDE WEALTH MANAGEMENT, INC.

Investors

ADAM SCOTT LEVY
Hyun Min L Cash
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
CHRISTOPHER ROSE
Gregory Keith Vereen
Timothy Scott Fry
JOHN MICHAEL CONVERY
RACQUEL ROXANN RAMLAL-SLAWINSKI
Robert Glenn Slawinski
EDDIE ISMAEL LOPEZ
Kenneth Rodriguez
Kolsen Allen Bender
EDWARD THOMAS HOLT
Shawn Michael Teufel
RYAN MICHAEL SHORE
DAVID L. GORDON
ARTHUR S. GORDON
Bradley Jerome Hurston
CHARLES BEAUBIEN KRUSEN
KARLA ROSSETTI PIPPINS
Tucker R Smith

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