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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

EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
COLLECTIVE ASSET MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AJB CAPITAL MANAGERS LLC
SNOWDEN CAPITAL ADVISORS LLC
FUSCO FINANCIAL SERVICES INC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT ADVISOR ALLIANCE, LLC
ENCORE FINANCE GROUP, L.L.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Christopher Brent Malkin
Belki Cowan
Stephen Andrew Young
ARMANDO RAFAEL GIL
MICHAEL PATRICK MAHONEY
JOHANNA M. LOBDELL
KENNETH MICHAEL FUSCO
REGINA LOUISE COLLARO
CARLTON MATTHIAS FRANCIS
JOHN TAO
EDWARD ALAN WACKS
Francisco Hugo Mantilla
Ana Maria Camacho
Sebastian Villegas
JEFFREY STUART LAZAR
Ricardo Jean Baptiste
Marcie Hibbs
LEIGH A NICKEL
PHILIP R BEATTIE
JANET HOPE SCHEER
VIRGILIO DANIEL NAMNUM
TIFFANY FIEBIGER
Peter J Supel
DWAYNE ALLAN ROSS
ALFREDO AGUIRRE
SUSAN JONES KIRKPATRICK
SVITLANA P DOROFINA
DENNIS B WHALEN
CAMERON E VISCOVICH
KRISTINA WAGNER
William D Weldon
SCOTT MICHAEL KARLEN
Jose luis Castro Fernandez
RALPH MICHAEL BYER
Donald ALLEN Tollin
Emma L Gurdus
ERIC TODD WEINSIER
ERNST TULLUS

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