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Best financial advisors in Coconut Creek, FL

Registered advisers within 25 miles of Coconut Creek, FL.

Offices
1,122
Firms
470
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,749 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KRIS LEWICKI & ASSOCIATES, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
MORGAN STANLEY
PROSPERITUS WEALTH ADVISORS
CHARLES SCHWAB & CO., INC.
PRINCIPAL SECURITIES, INC.

Investors

Daniel Cohen
THOMAS ROBERT KOSKY
HARRIS LEONARD KERKER
Michael Anthony Velez
Jordan Thomas Spohn
WILLIAM HOWELL RICE
Christopher Antonio Chiantella Juarez
CRAIG HERBERT
JOSEPH ANTHONY VIEIRA
HOWARD WAYNE SHAPIRO
Travis Marian Lewicki
Eric Martin Lewicki
KRISTOF STEFAN LEWICKI
GLENN MICHAEL TARDIFF
ROBERT ALAN LENZ
RENEE MARIE LEWIS
ROY BEFFERLEY JEFFERS
ROBERT MARK BARRETT
DUANE R LAWRENCE
MAURICIO STEINMANN
PATRICK WAYNE FRIDERICH
DONALD RIGG
Regine Carisma
JOSEPH BARTON
DAVID THOMAS RUSSO
WILLIAM R LONG
Alexander Greco
LINDA SUE WEINSTEIN
BRIAN ARTHUR RUBINO
DAVID G KUFFNER
RORY MICHELLE DOYLE
MICHAEL DAVID FROHMAN
BARBARA ANN MIKULSKI
PAUL DAVID SJOGREN
BLAKE M HALLOCK
TERESA MILDRED MCARDLE
JAMES PAUL AMBROSE
REBECCA CAROL NICCOLS
Jeffrey D Cosby
JONATHAN ERIC FABER
MELISSA LYNN GERDES
ISMAIL KIOKO
LENORE F DUNLOP
ROSALIA LYDIA CAMARDA
SANDRA PATRICIA ANDERSON
ANDREW LOREN FRIEDMAN
CHARLES PAVLOV
RAFFI ROBERT VARTANIAN
MICHELLE L VARTANIAN
CHRISTIAN ELIEZER URBINA
PAUL MARK ZOCH
ALEX PASCAL FOUQUET
Maxime Fleming Jean-Louis
Christopher Anthony Mangiapane
RICHARD ERIC GOLDBERG
AVI JOSEPH MESCH
DANIEL BRYAN GOLDBERG

Within 25 miles of Coconut Creek, FL, Best Investors lists 470 registered investment advisory firms with 1,122 offices nearby, managing about $16.1T in combined regulatory AUM across 3,150,749 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 Coconut Creek

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM