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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

BISON WEALTH, LLC
CERITY PARTNERS LLC
UNITED CAPITAL FINANCIAL ADVISORS
LPL FINANCIAL LLC
STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC
SAUL WEALTH ADVISORS, LLC
WINNING POINTS ADVISORS, L.L.C.
SIKES FINANCIAL SERVICES, LLC
FLEXIS CAPITAL
NOTCH VIEW CAPITAL MANAGEMENT, LLC
ONE STONE PARTNERS L.L.C.
NEOCLASSIC CAPITAL MANAGEMENT LP
E1 VENTURES LLC
SUNTAX ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
REFORMATION MANAGEMENT, LLC
LIDO

Investors

BECKY LIGHTMAN
Anthony Rosetti
LAUREN G GOODING
MICHAEL ALAN JEANS
FREDERICK HUNG LIAN TAN
MATTHEW JAMES HOLBROOK
MATTHEW J SAUL
CHARLES SUTCLIFFE STOLL
ERIC SIKES
Boris Grishchenko
BRET LANCE CHERNOW
BRANDON MOE
James Runey
VICTORIA NELL NABAGGALA
THAIS DRUMMOND PIOTROWSKI
Alexandra B Papell
Jessica D Fino
Jarett Karp
AUSTIN Martin TAYLOR
Bradley Michael Kaufman

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