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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

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LIFESPAN FINANCIAL STRATEGIES, INC.
AMELIORA WEALTH MANAGEMENT USA LLC
JASPER STEWARD
CITIGROUP GLOBAL MARKETS INC.
KOVACK ADVISORS, INC.
AVENTURA PRIVATE WEALTH, LLC
MAGEN WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
HARBOR ITHAKA
B1 FINANCIAL
PRINCIPAL SECURITIES, INC.
MISSION WEALTH MANAGEMENT, LP
A.G.P. / ALLIANCE GLOBAL PARTNERS

Investors

EUGENE SHKOLNIKOV
MORRIS ESQUENAZI
Maksym Konovalov
ROY ESH
Natan Btesh
ANTHONY TERMINELLO
JALMAR VEGA
RICARDO GADEA FLORES
Laura Katherine Borselli
KEITH GORDON SPENCER
Angela Vaughan
LAURA ANNE WALSH
RAQUEL TEICH
SHERWOOD CHARLES FORMAN
FRANKLIN JOSE RAMIREZ
MARBEL UGANDO
EMILIO WU
SANDRA MAHECHA
WILLIAM OSCAR RIVAS
Martin Galvez
DIEGO HENRIQUE SCHEURICH
SAVERIO ANTHONY FIORELLO
ED MAISONET
DAYANA VELASCO
Shmuel ISAAC Maya
ANDREA JOSE BRUNO
PATRICK SIMON
NEER D HODOROV
Abraham Jose Cabrera
Raquel Da Silva Araujo
Thiago DosSantos
Richard Aaron King
Javier Bartolome Minana
CARLOS ALBERTO MACHADO
SOFIA A FERNANDEZ MORELL
JON PAUL ESPINOZA
STUART LAWRENCE BRISGEL
Michael Koziashvily
GIANFRANCO RASTELLI
JEROLD ATTENTO
Daniel Yshai Friedman
SIDDHARTH DHAWAN
VISHAL KISHOR CHOTAI

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