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Best financial advisors in Boyton Beach, FL

Registered advisers within 25 miles of Boyton Beach, FL.

Offices
5
Firms
5
Combined AUM
$2.71T
Firm-wide filings, not assets booked only here
Clients
881K
880,693 clients when Item 5C has a number
Avg / client
$3.07M
Combined AUM ÷ clients

Nearby offices

Firms

CRESSET ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
OSAIC WEALTH, INC.
WL ADVISORY LLC

Investors

TRAVIS ANTHONY HENRY
Alda Ribeiro Repetto
HAROLD EARL COHEN
JEFFREY MICHAEL SULTAN
WILLIAM LEWIS

Within 25 miles of Boyton Beach, FL, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $2.71T in combined regulatory AUM across 880,693 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 Boyton Beach

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 CRESSET ASSET MANAGEMENT, LLC 13 clients · 201 advisers $78.9B AUM