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Best financial advisors in Fisher Island, FL

Registered advisers within 25 miles of Fisher Island, FL.

Offices
1,236
Firms
739
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,205,097 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BE MORE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
SUMMIT FINANCIAL, LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
CITIGROUP GLOBAL MARKETS INC.
SYNOUVO WEALTH MANAGEMENT, LLC
GBS GROUP

Investors

Dionne Annmarie James
ALFREDO NMN PARADA
Anastasiya Zaytsev
DAMIAN AGUSTIN PEREIRA-NUNEZ
OSCAR M GONZALEZ
Robert F Killinger
LINA ARMSTRONG
JASON HOWARD LAING
LAKITSIA VONETTA GAINES
NOAH PHILIP ALWEISS
ALEXIS CAICEDO
ALINA BADRETDINOVA
CARLOS MANUEL ABREU
JAEMAIR LOREN ALEX LEWIS
JORGE FRANCISCO MACHADO
MARLENE EISEN
Adriana C. Perez
MANUEL S MIRANDA
Erikamarie Castrillo
BERNIE MENA
Marlon C Sobalvarro
David Null
SERGE LOUIS
Jorge Enrique Fernandez

Within 25 miles of Fisher Island, FL, Best Investors lists 739 registered investment advisory firms with 1,236 offices nearby, managing about $18.4T in combined regulatory AUM across 3,205,097 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 Fisher Island

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