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Best financial advisors in Plantation, FL

Registered advisers within 25 miles of Plantation, FL.

Offices
1,235
Firms
557
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,159,235 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC ADVISERS LLC
EDWARD JONES
AVALON
AMERIPRISE FINANCIAL SERVICES, LLC
NEW EDGE WEALTH
BRYN MAWR TRUST ADVISORS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
BISON WEALTH, LLC
CERITY PARTNERS LLC
LPL FINANCIAL LLC
SUNTAX ADVISORS LLC
WINNING POINTS ADVISORS, L.L.C.
SIKES FINANCIAL SERVICES, LLC
LIDO

Investors

STEVEN R SALOVITCH
SERGIO MICHAEL MARQUEZ
SARALYN SCALDINI
LIAM OUELLETTE
CHRISTOPHER MATA
PATRICK RODRIGUEZ
STEPHEN A. RABINOWITZ
JAMES E. NEVIN
KEITH AUSTIN MAHLER
LENDWOOD JONES
MICHAEL ROBERT HENDERSON
DANIELLE HYATT
RAZMIG KECHICHIAN
DELMIRA ISABEL TORIBIO
SAMUEL Williams COGAN
BO fenella CASSON
ANDREW S. BOCKSTEIN
WILLIAM SCOTT KLEIN
PHILIP SCOTT BIEGELSEN
AGORITSA PAIDOKOUKI
SARAH DE BARROS
BRIAN CAMPANILE
REBECCA JOHNS HARPS
SHAINA R. PETRISON
PETER A. PETRONE
JARED SPECTOR
EVAN MICHAEL MOSKOWITZ
KERIANNE POUNCEY
TESSA MCLEOD
MIRANDA CORIN BENNETT
DANIEL R LEVENE
Al Quintana
KELLY ANN BOYLE
FRANCINE KAY RUBINSTEIN
FRANCISCO JAVIER TORRES
Cale Justin Wayt
ADAM N BOYAR
Maria Natalia Maloney
DIANE MCCLUNG
SCOTT ROSS GRAVER
KIRSTEN ANNE TUZZO
BLAINE MICHAEL MINTON
JACQUELINE REEVES
TATIANA STRATIGAKI
Tiahna Lilavois
CRAIG MICHAEL JAFFE
KILEY A JOHANSEN
BECKY LIGHTMAN
Anthony Rosetti
LAUREN G GOODING
MICHAEL ALAN JEANS
FREDERICK HUNG LIAN TAN
MATTHEW JAMES HOLBROOK
Boris Grishchenko
BRET LANCE CHERNOW
CHARLES SUTCLIFFE STOLL
ERIC SIKES
BRANDON MOE
James Runey
VICTORIA NELL NABAGGALA
THAIS DRUMMOND PIOTROWSKI
Alexandra B Papell
Jessica D Fino
Jarett Karp
AUSTIN Martin TAYLOR
Bradley Michael Kaufman

Within 25 miles of Plantation, FL, Best Investors lists 557 registered investment advisory firms with 1,235 offices nearby, managing about $17.4T in combined regulatory AUM across 3,159,235 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

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