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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

TD PRIVATE CLIENT WEALTH LLC
LIFESPAN FINANCIAL STRATEGIES, INC.
AMELIORA WEALTH MANAGEMENT USA LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
IMPACT PARTNERSHIP WEALTH, LLC
KOVACK ADVISORS, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
AMERITAS ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Investors

LUIS Alberto HERNANDEZ
Angela Vaughan
LAURA ANNE WALSH
RAQUEL TEICH
SHERWOOD CHARLES FORMAN
Cesar Cornejo
JUAN G PIEDRAHITA
GABRIEL RAFAEL GOMEZ
MIGUEL LLANOS
ANTHONY GABRIEL DOMINGUEZ
John Holland Grimstad
WILLIAM EARL PENLAND
GONZALO PEREZ-VERDIA
Amber Marion Kelly
SAVERIO ANTHONY FIORELLO
ED MAISONET
Russell Bedore
Matthew Philip Solarana
Silvia Espinosa
Marialejandra Fereira
RICHARD STEPHAN GRUND
PAUL TUNINK
ROSS BRENNER
JEFFREY LOUIS MARCHITTO
BRIAN ANDREW HORN
JUAN CARLOS CHONG
YOUSSEF HABIB ABDELSAID
NICK KALOYIOS

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