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Best financial advisors in North Lauderdale, FL

Registered advisers within 25 miles of North Lauderdale, FL.

Offices
1,129
Firms
476
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,450 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
NAMM FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
KOVACK ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THE INSTITUTE OF FINANCIAL WELLNESS, LLC
MPI FUND ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
ABACUS CAPITAL ADVISORS
INDEPENDENT FINANCIAL PARTNERS
WILLIS ASSET FINANCE MANAGEMENT LLC

Investors

ERIC TODD WEINSIER
JOSEPH CHARLES NAMM
ZAIN MIR
Jessica Guadalupe Alvarez Cortes
DANIEL FERNANDEZ
James A Senior
DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert
ADAN JOSE SALAZAR
HUMPHREY GERVASIS THOMAS
CECILIA MERCADO
WINNAA WRIGHT VILLANO
LORENZO A DELGADO BUSTAMANTE
RAY LEWIS
Cheryl Dickey McGuire
Shuang Guo
Bree Nell Simmons
Christopher Benton Trawick
Paola Teresa Gautier-Ortiz
WILLIAM NICHOLAS COHRON
CARLOS CAPACETE
Christopher Clement Sherer
STEVEN DEAN AUSTIN
KIM ANTHON CHECKETTS
RICARDO LATTA
LEE DAVID SIMMONDS
FRANK PATRICK ANDERES
RICHARD HENRY SCHEFFER
MICHAEL DAVID NEWTON
TODD MAXWELL COOKE
ANDRES ANTONIO MORGADO
DONALD RAYMOND MOUTON
Patricia Elizabeth Phipps
KARL KLINGMANN II
Nicola DiPaolo
THOMAS RANDELLO
JUAN CARLOS ROSARIO
Michael Joseph Donofrio
Kazuyo Deguchi
JEFFREY J ROCKEFELLER
RAYMOND GUILLERMO ARIAS
KELLY MICHAEL ENGLAND
Mark Christopher Trawick
RICHARD STEPHEN ZIEMIANSKI
JOHN MICHAEL HEROUX
EILEEN MARIE FANNON
BENEDICT ALOYSIOUS MITCHELL
RODGER SCOTT KAMUF
MICHAEL ANDREW NEAL
BRIAN JOHN KOVACK
EDGAR MARVIN HAWKINS
JOSEPH ALOISIO
JOHN MICHAEL MENDOLA
CHRISTOPHER MICHAEL YAROSH
Allan Joseph Haupert
JEFFREY THOMAS YOUNG
ANDREW BRUEN GREEP
JOSE JUAN NIEVES
BRAD LEE HALLOCK
DANIEL MERITHEW ALLEN
ARTURO COLON
JAIME ENRIQUE SANTIAGO
BRADLEY RAY TEETS
ALLEN MATHUE GONZALEZ
MAILE SUE FOSTER
CHRISTOPHER GAITH DEMARIA
PAK-TUNG LE
Alfredo Oliva
TIMOTHY J HUMMEL
EDUARD HENDRIK VAN RAAY
ELVIN FRANCESCHI
Christopher Thomson
RAFAEL GUTIERREZ
ELLEN COLEMAN RAPIER
KEVIN LEONARD RELLER
HAROLD RICARDO SORIA
Derek Ray Huff
MATTHEW RYAN THOMAS
MICHAEL RYAN FONTENOT
ISABELLE ALLISON SHICK
PETER MONKS
Andres Javier Pimentel
RENE JOSE VILLATE-CORTES
WILLIAM STRICKLAND RUMBLE
DANIEL ALLEN MORRIS
DAVID CHOU
Teresa Ming-Yin Herrera
BRENT REILLY TURNER
ANGELA ANDREA ROSARIO
MARC LAWRENCE BULLOCK
TRENTON BLAIR POTTER
Kory Joel Schwan
BOBBY RAY SHARP
Norberto Daniel Pagan Rivera
Chun Yong Liu
Garrison Keith McGraw
Martin Craig Limbaugh
Mike Antashyan
Maria Flynn
Jacob Dennis Spieth
Anthony Romaniello
Walker Greep
KEITH GEOFFREY FOSLER
MICHEL TSAPARLIS
Kenneth Christopher Doehring
BOB PALMER HODGES
William Blair Gordon
KARLA SUE MIDDLETON
Christopher Kaburn Cash
DEREK DENNIS MIDDLETON
ALICIA DEL VALLE ALVAREZ
ANTHONY DAVID AGBAY
KIRK FITZGERALD STAUFFER
Laura Renee Shrawder-Miles
RODRIGO ORTIZ
VICTOR ANTHONY DIBATTISTA
BARRY DAVID BIELER
ROBERT WILLIAM STEWART
Rod R Cushing
JEFFREY PAUL DAVIS
WAYNE ALAN CASSRIEL
RAMON ANTONIO GONZALEZ
ANTHONY CARLOS ROMERO
KENNETH STEVEN YERMAK
ENRIQUE ANTONIO VAZQUEZ-BOU
SCOTT JOSEPH KOLESKY
JOSEPH WILLIAM GALLAGHER
ERIK JOHN KOKENY
OSVALDO DELGADO
Frank P Brill
JOSE ANGEL FIDALGO-CORDOVA
Steven David Waltz
LAUREL KAY MILLER
JOSE MANUEL OTERO ALVARADO
ANTHONY ERNEST DELUCA
MILTON A HILL
KEITH LANDON KELT
CHARLIE RAY MEAGHER
JOHN P FREUND
MARK LEBOVIC
CAROLE LEIGH DONOHOO
JOHN CURTIS MILLER
THOMAS GATELY BLAIR
BARBARA JEAN RALSTON
GAINES BAILEY SMITH
CHRISTINA THERESA LEWIS
KELLY STOLTE MILLER
MARCUS ANTHONY ARNEAUD
SANDRA BENAIN MCKOY
SAMANTHA RIANE Dichiacchio
Steven Randal Wright
Hsien Lin
BRADLEY ROSS THOMPSON
MELANIE ANNE RADCLIFF
ALEJANDRO QUILEZ BONELLI
PHILIP NATHANAEL PIEDT
RAFAEL R QUINTERO
Brittany C Schneider Keller
David Alan Waltz
Gregory Keith Vereen
NORMAN DEBUYS BROWN
RAYMOND ALAGAO VELASCO
Darwin Junior Dees
BRIAN CHARLES HILL
JOHN MICHAEL BRUNETTI
KYLE JOHN SCHWAN
Prakash Ramlakhan
ANDRE WYSS
Derek Kim Checketts
CHARLES THEODORE ROTHERMEL
MICHAEL JOSEPH KWEDAR
Robert Donnelly
JEANNIE LYNN WALLACE
PATRICK ROBERTSON
SCOTT ERIC FURBEE
Martina Arelis Jimenez Sperry
DAVID KEES
Ruth A Soto-Ortiz
Keely Elisabeth Escalante
GREGORY JOHN HEINRICH
GREGORY DEPAUL WHELAN
BENJAMIN MICHAEL WEINSTOCK
Lauren Ashley Gilbert
TRENT CHRISTOPHER PERRY
ADAM JAMES HAWKINS
ELEANOR EVANGELINE MILLWOOD
Emmitt Smith
Richard Andrew Warren
Terisa Lynn Heine
ERIK CHARLES ALEXANDER
Jovany Jorge Noy
David Wayne Spinks
ETHAN SETH VAN ECK
John Adam Piotrowski
Philip Scott Gribbons
Robert Aaron Margolies
Richard Paul Holsan
Doreen Anne Gest
Wesley Jopseh McDonough
SHEEZA RASHID
EVELYN PEREZ
Daniel Albernas
MAURO FERMAN
BENJAMIN SETH MARTIN
Marc Bernacchi
Joshua Lawrence Donner

Within 25 miles of North Lauderdale, FL, Best Investors lists 476 registered investment advisory firms with 1,129 offices nearby, managing about $17.2T in combined regulatory AUM across 3,150,450 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 North Lauderdale

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