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Best financial advisors in Lighthouse Point, FL

Registered advisers within 25 miles of Lighthouse Point, FL.

Offices
1,104
Firms
471
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,501 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
HERITAGE INVESTMENT GROUP, INC.
J.P. MORGAN SECURITIES LLC
GLOBAL WEALTH MANAGEMENT, L.C.
COMPASS FINANCIAL GROUP, INC.
HINKLE FINANCIAL SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
AMERITAS ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS
COURTESY INVESTMENT ADVISORY SERVICES LLC
LPL FINANCIAL LLC

Investors

Shane Michael Lomax
DENNIS MICHAEL LOMAX
MICHAEL ORANGE MCLAIN
Robert Friedman
Consuelo Miller
ERIK OLIN JOHNSON
FREDERICK RICHARDS MACLEAN
FREDERICK RICHARDS MACLEAN, JR.
CRAIG CHIH-HSIN CHUANG
DAVID KENNETH TEAS
STACY LEE BLISS
TIMOTHY GLENN SLATTERY
SAMUEL HARDY TAYLOR
ROBERT IAN MCCARVER
ANNE BEARD MACLEAN
JEFF D REALEJO
MICHAEL SCOTT LIOY
NEETU TIWARI
THOMAS URS HEIERLI
JAY LESING SHEIN
BLAIR CHARLES SHEIN
STACEY LYNN BEVERLEY
Matthew Hinkle
SCOTT VINCENT RICHTER
Ericka Marina de la Paz
ROXANNE BLADE
GEORGE ROBERT GONZALEZ
PAUL TUNINK
ROSS BRENNER
Matthew Philip Solarana
Silvia Espinosa
STEVEN LAWRENCE LEVINSON
ANTHONY CARMEN CARUSO
STEPHEN BLAINE FINLEY
Russell Bedore
Marialejandra Fereira

Within 25 miles of Lighthouse Point, FL, Best Investors lists 471 registered investment advisory firms with 1,104 offices nearby, managing about $16.9T in combined regulatory AUM across 3,150,501 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 Lighthouse Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM