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Best financial advisors in Everglades Br, FL

Registered advisers within 25 miles of Everglades Br, FL.

Offices
1,585
Firms
851
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,318,070 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL WEALTH MANAGEMENT, L.C.
COMPASS FINANCIAL GROUP, INC.
AMERITAS ADVISORY SERVICES, LLC
MILLARES ASSET MANAGEMENT, LLC
MAXIMAI INVESTMENT PARTNERS, LLC
ARAX ADVISORY PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LORIENT CAPITAL MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
SHEARSON FINANCIAL SERVICES, LLC
FINANCIAL CONNECTION, INC
LPL ENTERPRISE, LLC
INDEPENDENT FINANCIAL PARTNERS
BLANCHE PARK CAPITAL
L 1 GLOBAL WEALTH LLC
HQ CAPITAL PRIVATE EQUITY LLC

Investors

THOMAS URS HEIERLI
JAY LESING SHEIN
BLAIR CHARLES SHEIN
STACEY LYNN BEVERLEY
PAUL TUNINK
ROSS BRENNER
RUBEN MANUEL MILLARES
JAVIER MANUEL MILLARES
DANIELLA VIETE
ELIZABETH VAN WALLEGHEM
ALEJANDRO ENRIQUE BEHRENS
Maximilien Paul van Walleghem
William Taggart Haag
MARIA ROMAGOSA MILLARES
Salomon David Pardo Perez
SCOTT VINCENT RICHTER
BRIAN GREGORY RUDENBERG
CANDICE MORA
JOANNA MORA
Ericka Marina de la Paz
John J Bartell
Robert Christopher Arnold
MICHAEL ROSS
Todd Abrams
Paul Bavaro
CHAD SPEZIALE
SCOTT ANTHONY LANZA
Jesus Fomperosa
MIGUEL CORTES

Within 25 miles of Everglades Br, FL, Best Investors lists 851 registered investment advisory firms with 1,585 offices nearby, managing about $19.8T in combined regulatory AUM across 3,318,070 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 Everglades Br

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