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Best financial advisors in Dania Beach, FL

Registered advisers within 25 miles of Dania Beach, FL.

Offices
1,847
Firms
967
Combined AUM
$20.9T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,195 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
ASSOCIATED INVESTOR SERVICES, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
FIORI FINANCIAL GROUP
MURRAY STREET CAPITAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
PRESSTIGE GLOBAL VENTURES LLC
EDWARD JONES
ENCORE FINANCE GROUP, L.L.C.
BLUEKEY MANAGEMENT, LLC
AZZENDO WEALTH ADVISORS

Investors

ALEXANDER ARANGO
LYUBOV ROZMAN
Rocky Kassim
JAY TSACHI BAITNER
MITCHELL SILVEY
Evan DAVID Vladem
Logan Mondshein
WILL ALLEN
Luke Gerard McCarthy
STEVEN JAY FRAIDSTERN
PAUL JAY VLADEM
TRAVIS RUANE
SHAWN A WOODEN
EMILY MICHAELLA RICHARDSON
John Andrew Duhe
EITAN AHARON
Leslie Vigil
Marguerite Maria Panico Fiori
Abraham Blas Arce
JORDAN MICHAEL ALHADEFF
ARMANDO EDUARDO AVILA
Justin S. Luzi
MARCEL CAMET
Evagelos Panagiotis Petrakos
STEPHANIE TRETINA POLAK
BRANDISE DENNIS
Marcie Hibbs
PHILIP R BEATTIE
AMAURY SANCHEZ-CIFUENTES

Within 25 miles of Dania Beach, FL, Best Investors lists 967 registered investment advisory firms with 1,847 offices nearby, managing about $20.9T in combined regulatory AUM across 3,315,195 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 Dania 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 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