Best Investors Account Sign in

Best financial advisors in Port Everglades, FL

Registered advisers within 25 miles of Port Everglades, FL.

Offices
1,627
Firms
843
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.24M
3,242,500 clients when Item 5C has a number
Avg / client
$6.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HOLDCO ASSET MANAGEMENT, LP
BELHEALTH INVESTMENT PARTNERS, LLC
ROCKEFELLER FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
THE LEGALTECH FUND MANAGEMENT CO., L.L.C.
EX CATHEDRA LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BEACON POINTE ADVISORS, LLC
LAKESHORE ADVISORS

Investors

William John Holland
Michael Haupert
Ivan Minkov
John Stanley Thomas
Gregg Kleinman
CHRISTOPHER GRANT CONNESS
David Olsen
DYLAN CLYDE SMITH
Charles James Bosanac
Christopher Bell
DEVIN T ROUNTREE
JEREMIAH TODD SZPILKA
BRIAN CAMPANILE
Christian Avila
Tyler Adam Morales
STEPHEN ROCCO FACELLA
LAURA RAYBIN-MILLER
ROSARY WHITLOCK
MICHAEL LAWRENCE SIDEN
FORREST MICHAEL FARO
KYLE BENJAMIN FARO
Theodore Alexander Mpatsios-Pappas
Christian John Borodiak
Jackson Halliwell
KARLEEN MADELEINE HALLIWELL
PEDRO JAIME MARTI
LEONARD JAY SUSKIND
JEFFREY PAUL OLIVERIO
SHIRLEY LOPEZ
James Jeffrey Haines
Christopher Jordan Law
RANDY LEWIS STARK
Matthew W. McKean
WILLIAM PATRICK GAMBLE
ARTHUR GILBERT FAREN
SASHA LAUZON
JOHN CHRISTOPHER GRIFFIN
MICHAEL RYAN BRIN
Renee Eppley Johnson
PHILIP MARIO VERDE
DANIEL RAYMOND FEATHERSTON
PERRY DENNIS LONG
Bryan James Bornschein
IGNACIO JOSE HOLGUIN
Nick Korzhenevsky
Mikhail Kamrotov
ROGER JOHN RELUCIO
KEVIN MICHAEL DERY
JOSEPH PETER CACCIPPIO
JOEL NATHAN ZVI GOREN
Christopher James Budny
JOHN COLEMAN DEWITT
ANNA J ROJAS
TROY FREDRICK STERBA
Kenneth K. Jones
JEFFREY ALAN MARINER
Ekaterina Ataeva

Within 25 miles of Port Everglades, FL, Best Investors lists 843 registered investment advisory firms with 1,627 offices nearby, managing about $20.5T in combined regulatory AUM across 3,242,500 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 Port Everglades

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