Best Investors Account Sign in

Best financial advisors in Miromar Lakes, FL

Registered advisers within 25 miles of Miromar Lakes, FL.

Offices
424
Firms
171
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,783,140 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAPTRUST
BYRNE FINANCIAL FREEDOM, LLC
FIFTH THIRD SECURITIES, INC.
FACET
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVERLEAF VENTURE PARTNERS, LLC
SVP3 GP, LLC
MWA FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
ADVANTAGE WEALTH PARTNERS
DREAMIT VENTURES
M&M WEALTH MANAGEMENT, LLC

Investors

Timothy Tom Aumann
LARRY RYAN THOMAS
JESSICA BECKETT
Jack Arduin
CHAD NICKOLAS LOSON
RICHARD LAWRENCE ELLIOTT
JONATHAN GEORGE BREIT
ANDREW DAVID LAFORCE
LUKE FRANCIS BRIGNOLA
SHENANDOAH MILLION
COLIN GUIMIN FENG
ROBERT PAUL KRUPP
THOMAS DANIEL POUND
Jonathon Joseph Skalmusky
Travis Clayton Ritter
JAMES F REDDINGTON
Hannah Marie Andersch
Isaac Aguirre
Nicholas Suarez
Diego Rodriguez
HITESH GHANGUS
Susana Guerra Mandes
LAURA LADD BRAUCH
Stephen Loyola Thomas
Cheryl Andrine Sylvester-James
JARRETT DOSS GLOSSON
MASON CHRISTOPHER SCOTT WEILER
Martin Peen
Caroline Bauer
CURTIS WATSON HARRELL
ALFRED MICHAEL TOUNJIAN
David Joshua Antonucci
Stephen Timothy Cully
Garrett Scot Eisenhauer
Eric Lee Tibbs
Joshua R Janssen
GUISEPPI JOHN MORABITO
ERIC MATTHEW MARVIN

Within 25 miles of Miromar Lakes, FL, Best Investors lists 171 registered investment advisory firms with 424 offices nearby, managing about $16.4T in combined regulatory AUM across 2,783,140 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 Miromar Lakes

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM