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Best financial advisors in Lantana, FL

Registered advisers within 25 miles of Lantana, FL.

Offices
944
Firms
476
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,267,826 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

AARON BRASK CAPITAL
OSAIC WEALTH, INC.
BASSAM WEALTH MANAGEMENT, LLC
DOCK STREET ASSET MANAGEMENT INC
HUDSON VALUE PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KOVACK ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
INTEGRITY ADVISORY SOLUTIONS
WOODSTOCK WEALTH MANAGEMENT, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Austin James Gardner
DAVID AARON BRASK
JOSE EUGENIO DELEON
Ehsan S Bassam
SPENCER J OGDEN
EVAN RICHARD MCGOFF
PAUL WILLIAM DAVIS
CHRISTOPHER PAUL DAVIS
MARINO ILIJA PATRK
MARIANNE THORNE WITTE
LEOPOLDO ROCA
LAWRENCE BENTON SILVER
DONALD THEODORE SWINARSKI
PAUL THOMAS SALTER
Shane Patrick McVan
MARSHALL LEE ROSEN
Katherine Mary Chacon
Joseph Ortiz
JOHN EDWARD CASSANDRA
NICHOLAS JOHN CASSANDRA
Todd Gregory Roberts
Daniela Mulet
Joel Morris
Juan C Lopez
Eric Christian Martinez
Evan Bozymski
DAVID ANDREW WEILAND
MICHAEL A PICCOLI
HAMMISH MARVIN PHILIP
TRACY LEE SILPE
ALLYN KAY HOLT
DOUGLAS JAMES FREVERT

Within 25 miles of Lantana, FL, Best Investors lists 476 registered investment advisory firms with 944 offices nearby, managing about $19.4T in combined regulatory AUM across 3,267,826 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 Lantana

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T 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