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Best financial advisors in Pinecrest, FL

Registered advisers within 25 miles of Pinecrest, FL.

Offices
1,180
Firms
716
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,202,971 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

CONCURRENT INVESTMENT ADVISORS, LLC
RATAN CAPITAL MANAGEMENT, LP
J.P. MORGAN SECURITIES LLC
DAYBRIGHT ADVISORY SERVICES, INC.
INGHAM RETIREMENT GROUP
RC PRIVATE WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST GROWTH CAPITAL LLC
ISGAM US LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CW ADVISORS, LLC
FLORIDA ATLANTIC SECURITIES CORP.

Investors

EDUARDO AUGSTEN
NATALIA LORENA PARIS
PIERRE RIEUMONT
FIORELLA INURRITEGUI
Ashley W Rendon
CORY VANCE LAMPSHIRE
JONATHAN MICHAEL ROLLINS
JEFFREY MICHAEL PANGARO
RONALD JAY FISHMAN
TODD JAY LEVY
EMMANUELLE MELISSA Banaszak
Marlon Suarez
Eric Alexander Tavares
NEETA BALANI
LAURA ESMERALDA GUTIERREZ-MENDEZ
ROGER DAVID OPRANDI
CARLOS OLEG SAITCEVSKY GUERRERO
JEFFREY DAVID BLUM
CINTHYA PAMELA BRODZIKOWSKI
AMY J BURGESS
JORDAN RAY STARR
Katharine E. Taglialatela
Bryan Adam Schimmel
Behzad Cesar Ravan
HEATHER VANESSA SERNA
Emmanuel Munoz
Christian Hector Oblitas
Helmis Omar Alvarez Cardenas
DAVID IRVING REIDY
Frank Robert van Lerven
RALPH EVERETTE LEMON
THOMAS DAWSON MAYS
RUBEN JAVIER FREZZOTTI
Gustavo Jorge Vega
Daniel Alberto Brea
HEIDI LEE MILLER
STEPHEN OLAN WRIGHT
MAY H CHEUNG
CAELI CERGE WILLIAM
DEANNA REBECCA Hartwell
Alec Gene William
Maria A Fernandez
MARK ERIC MARANDINO
GABRIEL ALBERTO REQUENA

Within 25 miles of Pinecrest, FL, Best Investors lists 716 registered investment advisory firms with 1,180 offices nearby, managing about $18.4T in combined regulatory AUM across 3,202,971 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 Pinecrest

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