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Best financial advisors in Sunrise, FL

Registered advisers within 25 miles of Sunrise, FL.

Offices
1,203
Firms
549
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,395 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERICAN FINANCIAL & TAX STRATEGIES, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KAZAZIAN ASSET MANAGEMENT, LLC
THE INSTITUTE OF FINANCIAL WELLNESS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ALLIED CAPITAL GROUP, LLC
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
STRATEGIC ADVISERS LLC
BH3 FUND ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
DAYMARK WEALTH PARTNERS, LLC
SNOWDEN CAPITAL ADVISORS LLC
FUSCO FINANCIAL SERVICES INC

Investors

Amber Ann Chase
Amiben Patel
ROBERT JAMES BRAGLIA
CLIFFORD BLAIR BENJAMIN
JASON PALMADESSO
Christopher Brent Malkin
BARBRA ROBIN SHAFFER
Taylor Scott Anderson
Alexander Porter
Faith Joseph
CARON AMY WHITLACH
William John Holland
JONATHAN ARNOLD LAKSO
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
RYAN P VANDENBERG
ROBERT B. WORSHAM
ZACHARY WILLIAMSON
TYLER DANIEL GOVERMAN
GAYLE M. WALDON
JONATHAN M ENG
JOHN A ACKERMAN
KENNY DAVIN
KEVIN KING
TRISTAN DANIEL SERRAO
NOAH DELVA ST FLEUR
DANIEL John STABILE
ADAM T WEINER
BRIAN A. LORIA
SAMANTHA MARIE PANAGOS CAMPA
STEPHEN M JURRISSEN
PETER MIKHAILOV MCCULLOH
JARED PROVOST
HANNAH ROSE SCHERFER
JOHN MICHAEL GREGORY
AIRES BOTAS
KEITH MEYER
JAMES M CROFT
BRYCE SMITH
VICTORIA BONADIO
JUSTIN HORNE
DAVID FERRANTE
ANGELO RANNAZZISI
SETH A. CRANFILL
ZACHARY DECRAINE
DARRUN J. MOHAN
THOMAS PERRIN
GAGE WYATT DUMAS
MATTHEW D GOODE
DANIEL LUPTAK
RYAN FANADY
ERIC TODD WEINSIER
VICTORIA MILLER RICKER
MICHAEL PATRICK MAHONEY
JOHANNA M. LOBDELL
KENNETH MICHAEL FUSCO

Within 25 miles of Sunrise, FL, Best Investors lists 549 registered investment advisory firms with 1,203 offices nearby, managing about $17.3T in combined regulatory AUM across 3,150,395 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 Sunrise

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