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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

ELEVATED CAPITAL ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
ARAGON CAPITAL LLC
WIGGIN FINANCIAL SERVICES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
HORNOR, TOWNSEND & KENT, LLC
KAUFMAN ROSSIN WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
HOLDCO ASSET MANAGEMENT, LP
BELHEALTH INVESTMENT PARTNERS, LLC
ROCKEFELLER FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Judah Joel Sworney
JASON ZARDAVETS
William Seago
DORA PRESENT LEWIN
BRITTANY MCNEALLY
KARL HERMAN RUPPERT
ADAM BLAINE TOFT
LANCE FREDERICK KRIEGER
HARRIS GREENFIELD MANDLER
Adriana Vila Soto
Neil M Bardach
Fernando Jose Alvarez
Jonathan Joseph Urban
Michael Noah Odzer
Judy Hou
ANDREW BRUCE COOPER
MARK LELAND SHERMAN
DAYANARA TATER
ALEXIS STEFFANIE RESNICK
Catherine Murphy Leopold
DANIEL JUSTIN ODZE
Chantel Ayoub
Christopher David Satkowski
Mateus Bergesch Barth
Hector Luis Quinones Sanchez
MICHAEL MARTIN BAUDO
DANIEL JOHNSON
KSENIYA STARYKAVA
Arthur Lewis
Watt Korattana
DEBORAH MARY MANSOUR
ALEX R ABBENANTE
ISABEL CRISTINA DUCHEMIN
Hunpatin Euler-Ajayi
Lauryn Alexandria Harris
EDGARDO AHMED CASTRO
RAUL JORGE BENITEZ
PHILLIP A WALLACE
RICARDO FRANCO NIETO
Laura Johanna Poveda Gelvez
DEBORAH FERREIRA WIGGIN
ALEXANDER DANIEL MARCHUK
KARINA TRULLA-MUALEM
LUKE DAVID DONAY
DON P WEIHER
JEFFERY S BESSELIEVRE
JOSE R JAUNARENA FERRARI
ALBERT CHRISTOPHER NASSAR
FREDERIC JAY LEONARD
TIMOTHY ROGER ATYEO
ALBERTO CASTANER
JILL WILSON RICHARDSON
LUIS ALBERTO ROSARIO
MICHAEL IAN DOUGLASS
CRISTIAN CAMILO RUBIANO
IAN ALEXANDER YI DIATLOVA
GAEL CATALDO
MARIANELLA ARMIJOS
CYNTHIA ANN SPENO
SUSAN L STEPHENS
MICHAEL MOORE GRIFFITH
RODNEY FREDERICK NOCK
LOREN GARY BEN
GERALD MYRON BERMAN
WILLIAM EARL ELMORE
GLENN THOMAS BROHMAN
CHRISTINE JULIA KOCK
MARK ALEXANDER MARTORELL
MARCOS GUILLERMO UBINAS
TROY ARLINGTON BARROW
DAVID ALLEN LISKA
Elena Valeryevna Samofalova
GIULIANA Pelletier
Angela Janine Parkinson-Flores
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

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