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Best financial advisors in Pembroke Pnes, FL

Registered advisers within 25 miles of Pembroke Pnes, FL.

Offices
1,645
Firms
872
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,322,221 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

THE INSTITUTE OF FINANCIAL WELLNESS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PLANMEMBER SECURITIES CORPORATION
AMERICAN FINANCIAL & TAX STRATEGIES, INC.
KOVACK ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ASSET PROTECTION GROUP
RAYMOND JAMES & ASSOCIATES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC.
AMELIORA WEALTH MANAGEMENT USA LLC
OSAIC WEALTH, INC.
LIFECRAFT WEALTH MANAGEMENT
POINT BREAK CAPITAL MANAGEMENT LLC
M HOLDINGS SECURITIES, INC.
IFG ADVISORY, LLC
PFS INVESTMENTS INC.

Investors

Amber Ann Chase
FREDERICK ARTHUR DRUMMOND
DAVID H DRUMMOND
ROBERT JAMES BRAGLIA
SAVERIO ANTHONY FIORELLO
ED MAISONET
VICTOR ANTONIO MORALES
ALEXANDER BEN BRODSKY
MARIA KORINA WOLF
MICHAEL RONALD CISCHKE
GERALD JOSEPH LICARI
SHERRYL PATRICIA BILLINGS
MARISOL ALGARIN
CHRISTA L PARGAS
SCOTT GREGORY KAUFFMAN
ANYDELISSE SANTIAGO MIRANDA
JASON R STOSS
NICOLE C FREITES
JANAINA RIBEIRO
JESSICA AMANDA MULLINGS
ELEAZAR EDUARDO AYALA
BRETT HOWARD KAHN
Christian De Veer
Spencer Ross Greenfeder
Patrick Michael McNicholas
Christopher Scott Herling
MICHAEL JOSEPH KAHN
LISA M PISCITELLI
CARLA BASHAN
ANDRES FELIPE MANJARRES
Isaac D Valancy
ARTHUR ALAN GREENFEDER
STEVEN PETER WEIDINGER
Keri Santos
Wyatt Gruntler
WILLIAM ALAN GRUNTLER
LEONARD EDWARD SCHETTINO
JERRY ANTHONY WILLENBORG
Jacob James Kopczyk
Diego E Lutz
ROBERT PHILIP REGENT
ERIN ELIZABETH SQUIRES
Ryan C. Willenborg
Angela Vaughan
LAURA ANNE WALSH
RAQUEL TEICH
SHERWOOD CHARLES FORMAN
CLIFFORD BLAIR BENJAMIN
JOSE LUIS MARTIN
Juan Roberto Ruiz
CHRISTOPHER MICHAEL RIOS
NICHOLAS Luis RIOS
DANE T NILES
GEORGE SHASHATY
PAMELA CHRISTINE CUNNINGHAM
MICHAEL J CUNNINGHAM
Mitchell Sosa
LUIS RUBEN UGALDE

Within 25 miles of Pembroke Pnes, FL, Best Investors lists 872 registered investment advisory firms with 1,645 offices nearby, managing about $19.8T in combined regulatory AUM across 3,322,221 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 Pembroke Pnes

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