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Best financial advisors in Margate, FL

Registered advisers within 25 miles of Margate, FL.

Offices
1,116
Firms
467
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,422 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

PERIGON WEALTH MANAGEMENT, LLC
MAYTECH GLOBAL INVESTMENTS
COMMUNITY CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ISAM FUNDS (USA) LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.

Investors

ROBERT WILLIAM HARRIGAN
Eric Robert Anderson
EVAN HARRIGAN
ELLIOT MICHAEL GILFARB
MARTHA ROMERO SCHUMAN
Steven Johnson
Fernanda Macedo De Andrade
Scott HUGH Singer
Jessica Guadalupe Alvarez Cortes
JEFF EVAN CHANIN
ADAM ALAN WEISS
TRACEY ANNE BEYER
LOURDES RAILY RADA
SYDNEY MAIURO
BAILEY J RUDOLPH
MAX ELIJAH LEWIS
DANIEL JAY DECKMAN
DAVID G WEISSMAN
MAXINE ELAINE BOLTON
MITCHELL JAY SCHOENBAUM
WILLIAM JOSEPH BROWNE
THERESA MARGUERITE OSTERBERGER
CINDY BLANKET
EDWARD CLIFFORD VENEZIA
IAN MATTHEW BELLER
MATTHEW LEWIS FLYNT
STEVEN ANDREW RODMAN
TRACY ANN STEBERGER
FRANZ ALBERT KOCH
JEFFREY M PILIERO
ROBERT BRIAN SKLAR
JAMES BRADLEY SILVER
BARRY MITCHELL DERSHAW
TARA MIRJAH
SCOTT CHRISTOPHER BLANK
MICHAEL KESSEL
KYLE RICHARD STEWART
CHRISTINE MARIE MOODY
JOHN JAMES MICHAEL
NOAH RUBIN
PHILIP DAVID POOLE
GARRETT STEPHEN CARLSON
ROBERT A DEBLASIO
STEVEN MATTHEW KOBRIN
NICHOLAS ANGEL PHYLACTOU
CLARA AMADA GUIDA
MORDECHAI BOCK
JASON COHEN
LEV BELTSER
SPENCER PHILLIP BRIEF
JAMES ROBUSTELLI
NIELSEN Freeland GORDON
KEVIN PHILIP VANSCIVER
MARC EUGENE DUQUETTE
ERIC JOSEPH BRIEF
IGOR FELDMAN
FRANK A BARBIERI
LISA A SPADA
BRAD MITCHELL LIPSIG
JODI ELISE TIMMONS
STEVEN MICHAEL CHMARA
JOSHUA DANIEL ZAMAT
WILLIAM JEROME INGATE
MICHAEL CHARLES ROTHENBERG
KEITH MATTHEW KORDICH
LISA MCCOY
LYNNEL FLETCHER
TARA ASHLEY MACEDO
GEOFFREY MARTIN ROBERTS
LAURENCE PHILIP ROGERS
MARK TASHER
DAVID JEFFREY NELSON
PETER JOHN MIRABELLI
LAWRENCE JEFFREY RUDOLPH
MICHAEL JAMES BOCK
WALLACE JEANNINE FRY
J RICHARD STEWART
ROBERTO GARCIA LOWE
LEE GLEEMAN
HOWARD MARK KOBRIN
SCOTT ELLIOTT COMMANDER
JAMES JOSEPH LOMBARDI
PAUL RICHARD SCHMITZ
ERIC MARK BEHR
ANTHONY AVELLA
ZACHARY H TASHER
RACHELLE AGNES PETRUZZIELLO
JOLENE DUPLAIN
ZACHARY SCOTT HANOYAN
JEFFREY LIBMAN
FRAN ZYNIS
PATRICIA POLLOCK-IMBO
TONY PATRICK VANHILLE
CHAD DEVORE
FRANK STEPHEN FRENI
CHASE ROBERT HANSON
MICHAEL MAKRAM MIKHEIL
ROBERTO EMANUEL CORTES-GARCIA
NATHANIEL JAMES ROMERO
ALBERTO J TORRES
MICHAEL A RATNER
Timothy M Phenecie
SUSAN MARCIA ROSENBERG
OSCAR M GONZALEZ
FRANK DEVITO
SHIRLEY S. TAYLOR
JENNIFER MARIE CINCOTTA
ANTHONY JOHN ANTHONY
JASON PAUL ULOGAR
CRAIG MICHAEL THOMAS
IVAN AVELINO IGLESIAS
JONATHAN RAYMOND SCALEA
JAMES ELLIOT COOK
ERIK ALEXANDER JANKOWSKI
Adam Muzzillo
Robintz T Jean
FELIPE ANDRES GAITAN
CARLOS FELIPE ANGEL
PHEDNER MEZAC LOUIS-JEAN
ARIANNA ALVAREZ
Joseph Allen Luchini
NICK CHERILUS
SANJAY GANGADHARAN MENON
MEHWISH SANA
PAULO ANDRE QUINTANA
CHRISTINE MILLS
NATALIA TATISHVILI
NICK KALOYIOS
CHRISTIAN THOMAS CONELLY
MANUEL EDUARDO QUIMBAYO
BRANDON ACEVEDO
Dakota Storm Padilla
RICARDO NUNEZ
DREW ROBERT CONELLY
JAMES CABOURNE BLASZYK
FRANK CHRISTOPHER HAKLITS
JEFFREY ALAN BUCCI
JORDAN BROOKS FAIRCLOTH
Adelle Ramos Tan
Gregory F Heninger
Elias Kontos
Wendy Liebowitz
ALEXANDER MICHAEL SILBERMAN
Eliyahu Aronov
Gina Franco-Calderon
BRIAN SCOTT KRAUTHAMER
Nestor Mauricio Miranda
TARA LEIGH ELMALEH
MICHAEL ANDREW HABER
Jason Klein
Dowhene Clunis
Marcus Scheer
Ashley Amber Siler
Claudia Elena Vasquez Martinez
Roberta K. Zuckerman
Carlos Ricardo
Vincent Gregoire
RICHARD DAVID STEINBERG
JOHN WILLIAM SCHOTT
SEAN CHRISTOPHER ERICKSON
MICHAEL SAID ELZAHR
JACQUES RENE ELMALEH
NIKOL ELAINE TENNANT
STEVEN JAY ROTHENBERG
MARY SUSAN VAN BERGEN
KENNETH ALAN PRITZKER
Thomas A. DeRosa
Maria Christina Killion
David Stecker
Allison McAdam
Benjamin Pogofsky
MARK IRWIN SMITH
ANDREW JOHN HACKETT

Within 25 miles of Margate, FL, Best Investors lists 467 registered investment advisory firms with 1,116 offices nearby, managing about $16.0T 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 Margate

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM