Best Investors Account Sign in

Best financial advisors in Plantation Key, FL

Registered advisers within 25 miles of Plantation Key, FL.

Offices
7
Firms
5
Combined AUM
$2.88T
Firm-wide filings, not assets booked only here
Clients
368K
368,245 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
UYANA PARTNERS LLC

Investors

Jeffrey Collins Davis
ALISSA MARIE WHITTLE
DARIN RUSSELL CARROLL
PATRICK JOSEPH FAZIO
Melanie M Ornelas
Sarah Anne Cizmas
Thomas Stephen Cooper
PETER GEORGE CHAPMAN
Zachary Chapman Moss
NICOLE KRISTINE IRWIN
Samantha Crystal Santiago-Paez

Within 25 miles of Plantation Key, FL, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $2.88T in combined regulatory AUM across 368,245 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 Plantation Key

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 UYANA PARTNERS LLC 3 clients · 7 advisers $115M AUM