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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
GWN SECURITIES INC.
FLORIDA FINANCIAL ADVISORS, LLC

Investors

Janelle Sashonie Williams
Derek Kyle Hubbard
AYMAN SAAD
ORLANDO JOSE STHORY
Christian Hernandez
Shane Patrick McVan
MARSHALL LEE ROSEN
Adriana C. Perez
CIRILO ALEXANDER SUAREZ
RICHARD VEGA
Dusty Havens
Lashanda Ross
JANE AVENEY CRUICKSHANKS
TAYLOR LEGARE KOLLEN
YUVRAJ PRATAP SISODIA
JAMES GATES
AAKASH AVINASH THAKOR
KIMBERLY RENEE SCOTT
TIFFANY YOLANDA JIMMECE BRYANT
GARFIELD CHRISTOPER MCFARLANE
OMAR FRANCISCO OROPESA
MA CARMILA BELISO RANAS
PAUL ANDREW CHRISTODOULOU
JONATHAN LEON
MARC E YOUNG
WILLIAM ANTHONY ESPINALES
Zachary Jaret
John He
Olivier Chatelus
Alejandro Salas
David Rodak
Mauricio Aguiar Neto
Anthony Bringas
Jose Joaquin Toribio Camilo
Devaryan Gupta
Irvin Dudley Tiu
Joaquin Penelas
Jarrett Weiss
Robert Kinose Birk
Reece Charles Ellison
Jeffrey Crouse
Michael Mayoral
Courtney Whyte
Ricardo Santiago Luna
Tess Elizabeth Tanner
Nicholas Martinez
Pilar Terragni
Sarthak Aggarwal
Darian Fumero
Xi Yang
Adriel Cueto
Gavin Connor Mclnerney
Joseph Antonio Chakour
David Manuel Doddo
Matthew John Abar
Sameer Shehadi
William Antonio Feijoo
Joshua Thomas Betts
Matthew Simon
Virgil Nathaniel Sweet
Julian Alejandro Sanchez
Connor Goodwin
Gaetano Onorato Caruso
Eliana Celine Whitford
Thomas Stephen Dickinson
Emma Grace Parker
Carlos Luis Cruz Fernandez
Nicholas Theodore Pappas
Jacob Michael Blackman
Hunter Austin Payne
Garrett Troy Walker
TIMOTHY Garth LEE
Katherine Derengowski
DYLAN HIMMEL
Stephen Scott Collins
John Ricardo Cheaz
Sean Tyler Bunce
Paul Andres Urdaneta Mendoza
Avery Jane Croxton
Kai Michael Hooks
Reana Renae Schmitt
Guilen Sebastian Brandon
Tzu Chu Day
William Christopher Schmidt
Kaci Michelle Goggans
Dariel Roque
Jared Sharp
Raul David Almendro

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