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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

LPL FINANCIAL LLC
BLACK BEAR VALUE PARTNERS, LP
PNC WEALTH MANAGEMENT LLC
FIRST RETIREMENT SERVICES LLC
EDWARD JONES
ACCELMED PARTNERS II MANAGEMENT, LLC
AMERITAS ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOCA WEALTH ADVISORS
SINGER WEALTH ADVISORS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

OLGA CECILIA ESPIRITU
SERGIO SANTANA
SAMMIE JO KREINDEL
FERNANDO EFRAIN RECALDE
Al Quintana
RUSSELL EDWARD MONTGOMERIE
PAUL MICHAEL LAWLESS
GREGORY WADSWORTH EDWARDS
CHRISTOPHER BORDNER WARREN
RYAN G MALFITANO
LAURA JARAMILLO
Lily Fundora
ALEXANDRA BARBARA Demosthenes
ARTHUR CANTER
Kurt Stein
JANYL B SMITH
KEITH ERIC SINGER
Evan G McLeod
Nathaniel Kalil
Bianca Viren Desai
Jacob Edward Butler
Steven Eric Trachtenberg
David L Sutherland
Tyler Cole Venditti
THOMAS JAMES MURRAY
Dianna Greiner
ROY DANIEL ROSNER
Stavros Deriziotis
DAVID ROCCI FRIEDLAND
Johnathon S Ho-On
Charles Landry
BRANDON SCOTT JUDAS
Thomas Lee Maples
Kathi Melissa Otero
Gerardo Porraz
HOLIKA CASTILLO
MICHAEL ENLOW
David B Andres
Kimberly Lynn Oros
MAXWELL LLOYD
TIMOTHY JAMES NINOWSKI
SY HAROLD MARCUS
DAVID IRA LASER
IAN FREEMAN
Gary Redhead
Patrick Peck
Christopher Castillo
Jonathan J Bartlett
JOEL SANABRIA
Dionne Annmarie James
John J Bartell
Jonathan Phillip Macy
Raquel Da Silva Araujo
Ana Francia Rincon Diaz

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