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Best financial advisors in Lauderdale By The Sea, FL

Registered advisers within 25 miles of Lauderdale By The Sea, FL.

Offices
1,099
Firms
471
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,422 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
SIGNATURE EQUITY PARTNERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
VAST VENTURES MANAGEMENT LLC
PKS ADVISORY SERVICES, LLC
EAGLE STRATEGIES LLC
ROSCHMAN CAPITAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
COMPASS FINANCIAL GROUP, INC.
GLOBAL WEALTH MANAGEMENT, L.C.
GOLDEN SPADES ADVISORY LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
PFS INVESTMENTS INC.
IMPERIAL FUND ASSET MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.

Investors

RIAD SHANAWANY
SCOTT GREGORY ANSELMO
Mathew Brian Kaplan
RAYMOND WILLIAM POWELL
James C Fitzsimmons
Evelyn A Abraham Lopez
NEETU TIWARI
HAROLD EDWARD JONES
SUZANNAH LEE RICHARDS
Kevin Lancey
SCOTT VINCENT RICHTER
JAY LESING SHEIN
BLAIR CHARLES SHEIN
STACEY LYNN BEVERLEY
THOMAS URS HEIERLI
EVAN M ENISMAN
Carole Enisman
Ericka Marina de la Paz
GUY PIERRE
Andre Jeboo
Milagritos Cecilia Sosna
JONATHAN BASS
LORRAINE HERNANDEZ FORBES
MICHAEL ROBERT MCCABE
RAMON HERNANDEZ
LIONEL O WILLIAMS
Iurii Nosenko
Jared Alexander Neale
ZAIN MIR

Within 25 miles of Lauderdale By The Sea, FL, Best Investors lists 471 registered investment advisory firms with 1,099 offices nearby, managing about $17.2T in combined regulatory AUM across 3,150,422 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 Lauderdale By The Sea

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM