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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

GLOBAL RETIREMENT PARTNERS LLC
LPL FINANCIAL LLC
KOVACK ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
GRAVITALIX FINANCIAL
J.P. MORGAN SECURITIES LLC
VOYA FINANCIAL ADVISORS, INC.
PLANMEMBER SECURITIES CORPORATION
EDWARD JONES
PERSONAL FINANCIAL PROFILES INC
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
PKS ADVISORY SERVICES, LLC
EAGLE STRATEGIES LLC

Investors

LEONARD BEERS
MARK NEIL LEVIN
JUAN ANTONIO BRUNO
RICHARD MICHAEL GALT
TERRY CORBEN HUMES
JEFF BANK
Alberto Perez Gonzalez
GIULIO LEONE
ORLANDO MICHAEL GRAHAM
Alex Tuttle
Arthur Castro Andrade
CARLOS A ROCHA
Chanille Mckinney
STACEY MARIE SHERBINSKY
JOSEPH CHARLES CHALOM
Todd Alan Currier
FRANK THOMAS PUGLIESE
RICHARD S BONCHICK
JEFFREY LOUIS MARCHITTO
BRIAN ANDREW HORN
James C Fitzsimmons
Evelyn A Abraham Lopez
DARRELL SHELTON
HAROLD EDWARD JONES
JEFFREY RICHARD KNIGHT

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