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Best financial advisors in Boca Raton, FL

Registered advisers within 25 miles of Boca Raton, FL.

Offices
1,196
Firms
499
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,161,715 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
LAYLA CAPITAL MANAGEMENT, LP
RFM INVESTMENT ADVISOR
THE RETIREMENT READINESS INSTITUTE
THE AMERIFLEX GROUP
22C CAPITAL LLC
EDELMAN FINANCIAL ENGINES
PHARVISION ADVISERS, LLC
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

Investors

NELSON DAVID GOMEZ
Erin Donofrio
BRANDON ACEVEDO
MAYRA DENNIS
CHRISTIAN THOMAS CONELLY
Paul Bavaro
Jennifer Richards
GARY ALAN FRANK
Craig Kirsner
STEVEN P KAO
ANTONIA COWEN ESPEY
ROBERT FRANCIS MAHONEY
CRAIG LAURENCE FREEDMAN
BARBARA MAGOR DEEL
BRIAN THOMAS AMATO
Jordan Colby Sandler
LEE EVAN ROSENBERG
RICHARD J MOSS
JOSEPH NICHOLAS CANTORE
VLADIMIR MICHAEL GREBEN
BRAD JAMES BAILEY
JEROME BRUCE LIEBSTEIN
CHRISTINE RAE WESSINGER
Matthew D Armendaris
DAVID CHRISTOPHER BALESTRIERE
BRETT ALLAN PERLMAN
NATALYA BRADLEY
GLYNIS HOPE BANHAN
JOHN MICHAEL SESSA
ARNO OTTO MAYER
Joseph THOMAS Hage
Anthony Stephen Hueston

Within 25 miles of Boca Raton, FL, Best Investors lists 499 registered investment advisory firms with 1,196 offices nearby, managing about $19.6T in combined regulatory AUM across 3,161,715 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 Boca Raton

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 CAPTRUST 963 advisers $1.24T 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