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Best financial advisors in Florida City, FL

Registered advisers within 25 miles of Florida City, FL.

Offices
8
Firms
6
Combined AUM
$3.50T
Firm-wide filings, not assets booked only here
Clients
640K
639,531 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
MENDON CAPITAL ADVISORS CORP
J.P. MORGAN SECURITIES LLC

Investors

PATRICK JOSEPH FAZIO
ADRIANA C EPPSTEIN
ANDRES HUNG PARMEGGIANI
ALISSA MARIE WHITTLE
DARIN RUSSELL CARROLL
Jeffrey Collins Davis
Penny White Gordon
Alenette Acuesta Opena

Within 25 miles of Florida City, FL, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $3.50T in combined regulatory AUM across 639,531 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 Florida City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 MENDON CAPITAL ADVISORS CORP $254M AUM