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Best financial advisors in Northdale, FL

Registered advisers within 25 miles of Northdale, FL.

Offices
1,141
Firms
376
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,400,637 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
CALTON & ASSOCIATES, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
S.MART ADVISING INC
PFS INVESTMENTS INC.
AUSDAL FINANCIAL PARTNERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HIGHTOWER ADVISORS, LLC

Investors

Glenn Robert Duncklee
Matthew P. Tihanovich
JOSHUA GARRETT HANBY
Donald Keith Balderson
LUCINDA D Alcott
ELLEN ROBIN BRANDT
ADAM PASQUALE IOSUE
SAMUEL MARTINEZ
JEFFERY JOSEPH HUNT
BRIAN KEITH WALKER
DAVID ALEXANDER VILENO
James Dale Mitchell
JAMES STUART HARPER
TED ERIC ALBRECHT
MICHAEL DENNIS LABARBERA
STEPHEN CHRUCHELL POWER
STEPHEN PETER WESTON
GERALD LEE REID
ISRAMIL PICHARDO
THEODORE BICKERT
ROBERT RECKER
TULIO ERNESTO SUAZO
RAYMOND BRIAN SHADE
DUSTEN JOHN RIZZO
DAVID HARRIS
RUDOLPH ANTHONY RAMIREZ
MARK WALKER
BRANDT ZIMMERLY

Within 25 miles of Northdale, FL, Best Investors lists 376 registered investment advisory firms with 1,141 offices nearby, managing about $18.4T in combined regulatory AUM across 3,400,637 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 Northdale

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM