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Best financial advisors in Southwest Ranches, FL

Registered advisers within 25 miles of Southwest Ranches, FL.

Offices
1,775
Firms
931
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,322,810 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
SEDG FINANCIAL SERVICES CORP.
OSAIC WEALTH, INC.
FIRST COMMAND ADVISORY SERVICES
MOULY FINANCIAL MANAGEMENT, INC.
PRINCIPAL SECURITIES, INC.
SPROUT CAPITAL PARTNERS MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
INDEPENDENT FINANCIAL PARTNERS
THE JAFFEE FINANCIAL GROUP, INC.
EVEREST FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

SALOMON LEVY
DAVID ANDREW KNIERIM
KEVIN MICHAEL WEHN
JOSE MANUEL MATEO
FRANK JEFFERIES HELD
MICHAEL GENTRY BROWN
EILEEN LOUISE MOULY
JOHN THOMAS CULLEN
ISAAC FRANCO
Omar Fathallah
Lily Fundora
Norman Tracey
Juan Carlos Giron
YURAISY CABAN
ANTHONY GABRIEL DOMINGUEZ
JUAN G PIEDRAHITA
GABRIEL RAFAEL GOMEZ
MIGUEL LLANOS
Cesar Cornejo
WAYNE M ANDERMAN
LUIS Alberto HERNANDEZ
PIERO ROSAS
MICHAEL STEVEN JAFFEE
PATRICIA ANN BITNAR

Within 25 miles of Southwest Ranches, FL, Best Investors lists 931 registered investment advisory firms with 1,775 offices nearby, managing about $20.5T in combined regulatory AUM across 3,322,810 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 Southwest Ranches

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