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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

EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
GLADSTONE WEALTH PARTNERS
MERCER GLOBAL ADVISORS INC.
J.P. MORGAN SECURITIES LLC
POLEN INTERNATIONAL EQUITY LLC
OPAL CAPITAL LLC
POLEN CAPITAL MANAGEMENT, LLC
AMPLIFY MY WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
LIDO
SUNTAX ADVISORS LLC
ADVISORY SERVICES NETWORK
STRATEGIC ADVISERS LLC
CETERA INVESTMENT ADVISERS LLC
VENTUREMFO LLC
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Emmanuelle LeTertre
Daniel Roy Ponce
MICHAEL VITO GISONDA
Siddi Sheas Hussain
JULES EPSTEIN
ROBERT IRWIN SPAK
JUSTIN BARRY NEIGHBOUR
KRISTOPHER BONOCORE
Theodore Panagiotopoulos
Adam Tekel
BARBARA LYNN MARSH
AUSTIN MERLE GRAFF
LAUREN M HARMON
YANG LIU
Alan Graff
MANAV JAYPRAKASH SHAH
LOGAN BLACKWOOD
JOHN EDWARD GUNTHER
LEONARDO GONZALEZ
DANIEL CHRISTIAAN MCLENNON
Paul Justin Fitzgerald
Drew A Halperin
Ben M Capombassis
Joshua Charles Ojeda
Alissa Krasner Maizes
BRANDON MOE
James Runey
VICTORIA NELL NABAGGALA
THAIS DRUMMOND PIOTROWSKI
Alexandra B Papell
Jessica D Fino
Jarett Karp
AUSTIN Martin TAYLOR
Bradley Michael Kaufman
BRENT EDWARD COUGHENOUR
BRET LANCE CHERNOW
Boris Grishchenko
SCOTT ANDREW PETERSON
STEVEN R SALOVITCH
SERGIO MICHAEL MARQUEZ
SARALYN SCALDINI
LIAM OUELLETTE
CHRISTOPHER MATA
PATRICK RODRIGUEZ
STEPHEN A. RABINOWITZ
JAMES E. NEVIN
KEITH AUSTIN MAHLER
LENDWOOD JONES
MICHAEL ROBERT HENDERSON
DANIELLE HYATT
RAZMIG KECHICHIAN
DELMIRA ISABEL TORIBIO
SAMUEL Williams COGAN
BO fenella CASSON
ANDREW S. BOCKSTEIN
WILLIAM SCOTT KLEIN
PHILIP SCOTT BIEGELSEN
AGORITSA PAIDOKOUKI
SARAH DE BARROS
BRIAN CAMPANILE
REBECCA JOHNS HARPS
SHAINA R. PETRISON
PETER A. PETRONE
JARED SPECTOR
EVAN MICHAEL MOSKOWITZ
KERIANNE POUNCEY
TESSA MCLEOD
MIRANDA CORIN BENNETT
DANIEL R LEVENE
Joshua Feller
Richard Scott Koblick
Michael Dylan Moon
Glenn Pike
Ryan Matthew Hasey
Dustin Collier
Cristian Coppola
CAMERON Anthony CAPRIO
SUSAN LYNNE SCANDONE
PATRICIA ELLEN SELIN
SANDRA JEAN LASHMIT
MITCHELL NEAL ALTRO
JOHN VINCENT IERVOLINO
JOHN VINCENT RUGGIERO
JOSEPH ANGELO PARDI
Michael Brian Levin
Jeffrey Allen Schnee
TIMOTHY MCDERMOTT
MILTON JAY FISHER
Daniel Luis Valente
CHRISTOPHER DUFFEY
BRYAN DROWOS
STEPHEN JURIST
ROY WILLIAM MCCULLOUGH
JONATHAN ALEX GREEN
ROBERT SCHRAMM
ROBERT GREEN
ANDREW MARK WAYNE
KENNETH ROY NEMERY
PETER GOODRIDGE
RICHARD LERNER
MICHAEL IRA SCHWARZBERG
ZINA BARSOOM
KAREN FERNANDINI
SUSIE GOLDBERG
JEFFREY KASSOWER

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