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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

J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
RED OAK PARTNERS, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
LAS OLAS CAPITAL ADVISORS, LLC
LAS OLAS CAPITAL WEALTH LLC
PALISADES HUDSON ASSET MANAGEMENT, L.P.
JANNEY MONTGOMERY SCOTT LLC
MORGAN STANLEY
ACTITRUST WEALTH MANAGEMENT LLC
FALLENBAUM CPA & ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Luciano Silveira Di Claro
Amy E Lopez
Leonardo Alava
Michael J. Fiorilli
Daniel A Valdivia
Elsa Yuliana Bittar
GIULIANA Pelletier
Angela Janine Parkinson-Flores
STEVEN R SALOVITCH
SERGIO MICHAEL MARQUEZ
SARALYN SCALDINI
LIAM OUELLETTE
CHRISTOPHER MATA
PATRICK RODRIGUEZ
STEPHEN A. RABINOWITZ
JAMES E. NEVIN
KEITH AUSTIN MAHLER
LENDWOOD JONES
MICHAEL ROBERT HENDERSON
DANIELLE HYATT
RAZMIG KECHICHIAN
DELMIRA ISABEL TORIBIO
SAMUEL Williams COGAN
BO fenella CASSON
ANDREW S. BOCKSTEIN
WILLIAM SCOTT KLEIN
PHILIP SCOTT BIEGELSEN
AGORITSA PAIDOKOUKI
SARAH DE BARROS
BRIAN CAMPANILE
REBECCA JOHNS HARPS
SHAINA R. PETRISON
PETER A. PETRONE
JARED SPECTOR
EVAN MICHAEL MOSKOWITZ
KERIANNE POUNCEY
TESSA MCLEOD
MIRANDA CORIN BENNETT
DANIEL R LEVENE
Abigail Frances Wade
POLYCHRONIS ALEXANDER BONAROS
ANTHONY BRODEUR
JOHN HARTLAND MCKEOWN
BRIAN EDWARD SIROTA
GREGORY CARL DROZDOW
RAYMOND NICHOLAS CATONE
PAUL CORKIN TANNER
LARRY MICHAEL ELKIN
MELINDA CATHERINE KIBLER
Brianna Taylor Aviles
Thomas E Walsh
WILLIAM MICHAEL STACKS
Joseph Moosa
SAUL ADAM SADINSKY
AMY ROBIN RAISMAN
Mario Ignacio Medina
SUSAN JENNIFER STABLEY
KENNETH PETER STEINMETZ
James C Jackson
Daniel Tila-Cohen
HELEN KRALL SAMOUN
ASIF ALI
ROBIN RUSSELL
CHARLES ARTHUR CARTWRIGHT
KIMBERLY ANN KESSING
Jason A Lieberman
RICHARD KENNETH MAURER
STEPHANIE ANNE SMITH
DANIEL BRIAN NEUMAN
GABRIELLE CAROLINE BIRD
RYAN JARED WARD
HOLLY MARIE MCNULTY
ADAM LANG
MARK A SUTAIN JR.
Hunter John Pearl
JUSTIN J COTRONEO
Stacie Lynn Picow
Jennifer Michelle Zislin
Michael Scott Zislin
MONIQUE S OERTH
Nicholas Meade
Louis Daniel Riordan
TINA ANN DEARCE
ERIC LEON APPLEWHITE
SAMUEL BRANDWEIN
GERARD MICHAEL OLSEN
PAUL BOMWELL
DANIEL JAY GUGGENHEIM
ELIOT SCOTT POPPER
JEANNE A SCHNEIDERMAN
MARYANNE ELIZABETH SARFATI
MERLE LYNN ZISLIN
LARRY EDWARD WACHTEL
A M KONDRUP
ELSIE DOLORES METZL
ERROL KENNETH FURST
KHALID MOHAMMAD HAMMAD
JUAN CARLOS CARBALLO
SCOTT S. NOTOWITZ
BARRY FRED MANKO
MICHAEL HERZBERG
STEVEN MOORE DURYEE
MICHAEL ERIC FORTUNA
RACHAL T SHARPLESS RICH
JULIE ANN CLAIRMONT SHIDE
BETH ANN MAHANGER
GUY FELDMAN
BRIAN LUM
THEODORA LEONDIS
PATRICIA LYNN MESSNER
LES R CAMPBELL
MARK WALTER WELLS
CARYN FAITH ROBBINS
ADAM MICHAEL FOLDES
KRISTINA ALYSE OLSEN
ABEL JOSE ANGUIANO
MARC S MERAN
MANUEL F GUTIERREZ
ROBERT DOUGLAS EIGEN
TIMOTHY F GRAJKO
JASON SPENCER SEMEL
CHRISTINE JOSEFA PULVER
Jill Suzanne Conrad
DAVID ROSS O'CONNOR
STEPHANIE A LEVIN
Jeffrey D Guggenheim
Jessica Best
Marcos Vinicius Costa
MARCUS JEFFREY BLAKE
JAYNIE LANE SIEGEL
Jarrett Meyer Klein
Nicholas C Russo
Otavio Fernando Genta Cordioli
Christopher J Zislin
John H Price
Eric L Applewhite
MICHAEL FRANCIS HIGGINS
DAVID HOWARD FOX
GREGORY HUGH COUSINS
PATRICIA CHRISTINE CORBETT
MICHELLE ANN TIPPING
DIANE MARY IRVING
KEITH HAMILTON AEBISCHER
STEPHEN D GUTTENBERG
DAVID LAWRENCE BERDON
VICKIE LEIGH BARTHOLOMEW
KENNETH FELICIANO
LISA ANN CHEPREN
RUSSELL ALAN GANZ
FREDRIK MAGNUS VIRGIN
MICHAEL G TAGGART
EDUARDO A VALADAO
Martin Emery McDermott
LEE WELLS
ROBERT ANTHONY BURIE
MICHAEL J IACOBELLI
MICHAEL JOSEPH CONSTANTINE
Cosima R Toms
Brian Anthony Campbell
Boone T Pham
STEVEN FORREST GOENS
HOWARD GUGGENHEIM
LEE SANDY ROSEN
EDWARD LEWIS DIENER
LISE BENSOUSSAN GURIAN
SANDY ARTHUR SIMON
JEANNETTE DEORCHIS
GREGORY JOHN BURIE
DAVID M SIMON
LEONARD ALLAN SCHNEIDERMAN
BARRY J KLEIN
JAMES EDWIN HOLE
EDWARD JOHN BOULBOL
SCOTT EVAN SIEGEL
NANNETTE M BURCH
TERRI MARIE MILANO
KEITH ANTHONY FERNANDEZ
YAN BINDER
Alexander Daniel Recio
ALICE MARIA GUIMARIN
CHERIE SYDNEY GLASER
DANIEL SOLOMON KLONSKY
GEOFFREY PAUL SCHROEDER
Robert T Parent
Alejandro Yanes
EDUARDO ENRIQUE BELLO
Adrian Wu
ALFREDO JORGE YANES
ALFREDO JORGE(JR) YANES
DONALD JOEL FALLENBAUM
ALEXANDER DANIEL MARCHUK
KARINA TRULLA-MUALEM
LUKE DAVID DONAY
DON P WEIHER
JEFFERY S BESSELIEVRE
JOSE R JAUNARENA FERRARI
ALBERT CHRISTOPHER NASSAR
FREDERIC JAY LEONARD
TIMOTHY ROGER ATYEO
ALBERTO CASTANER
JILL WILSON RICHARDSON
LUIS ALBERTO ROSARIO
MICHAEL IAN DOUGLASS
CRISTIAN CAMILO RUBIANO
IAN ALEXANDER YI DIATLOVA
GAEL CATALDO
MARIANELLA ARMIJOS
CYNTHIA ANN SPENO
SUSAN L STEPHENS
MICHAEL MOORE GRIFFITH
RODNEY FREDERICK NOCK
LOREN GARY BEN
GERALD MYRON BERMAN
WILLIAM EARL ELMORE
GLENN THOMAS BROHMAN
CHRISTINE JULIA KOCK
MARK ALEXANDER MARTORELL
MARCOS GUILLERMO UBINAS

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