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Best financial advisors in Lauderdale Isles, FL

Registered advisers within 25 miles of Lauderdale Isles, FL.

Offices
1,811
Firms
940
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,250,447 clients when Item 5C has a number
Avg / client
$6.36M
Combined AUM ÷ clients

Nearby offices

Firms

PRESSTIGE GLOBAL VENTURES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ZEVIX FUND AMERICA LLC
HELLER PRIVATE WEALTH
WELLS FARGO CLEARING SERVICES, LLC
FIORI FINANCIAL GROUP
LPL FINANCIAL LLC
MURRAY STREET CAPITAL ADVISORS, LLC
ASSOCIATED INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUSTTREE FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ARMANDO EDUARDO AVILA
STEPHANIE TRETINA POLAK
Leslie Vigil
Marguerite Maria Panico Fiori
Abraham Blas Arce
DAVID NATHAN STERLING
JORDAN MICHAEL ALHADEFF
MITCHELL SILVEY
Evan DAVID Vladem
Logan Mondshein
WILL ALLEN
Luke Gerard McCarthy
STEVEN JAY FRAIDSTERN
PAUL JAY VLADEM
TRAVIS RUANE
SHAWN A WOODEN
EMILY MICHAELLA RICHARDSON
John Andrew Duhe
Robert J Crabtree
EITAN AHARON
ROBERT FRANK ODEN
John Tamatoa Gaugin-Rosenthal
MATTHEW JAY DERNIS
RICHARD CARL JARCHOW
DONALD BRADLEY BIDDLE
CHRISTINE EVE SJOBLOM
MICHAEL ROGER LAMBRECHTS
PAUL K TURADILOK
Evagelos Panagiotis Petrakos

Within 25 miles of Lauderdale Isles, FL, Best Investors lists 940 registered investment advisory firms with 1,811 offices nearby, managing about $20.7T in combined regulatory AUM across 3,250,447 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 Isles

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