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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

LPL FINANCIAL LLC
KINGSWOOD WEALTH ADVISORS, LLC
ALPHASTAR CAPITAL MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
VESTED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
KMD INVESTMENTS MANAGER, LLC
SLAVIC WEALTH MANAGEMENT, INC.
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
DIGITAL BRIDGE ADVISORS, LLC
COLONY CAPITAL INVESTMENT ADVISORS, LLC
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC
BARRAMUNDI ADVISORS LLC
BENCH WALK ADVISORS LLC
ORRERY INVEST
E. A. HORWITZ LLC
DASH INVESTMENTS
HARTMANN CAPITAL, LLC
PHARVISION ADVISERS, LLC

Investors

Rene A Fonseca
SVITLANA S KYRUKHINA
MICHELLE L VARTANIAN
RAFFI ROBERT VARTANIAN
SHAUN M TARZY
John R Graetz
JOEL SANABRIA
Daniel Gonzalez
Al Quintana
KURT STEPHEN GUINN
ROBERT THOMAS WALSH
JOHN JULIUS SLAVIC
JEFFREY LYNN DICKERSON
Kevin David Hurley
JAMES MARTIN SCHOENMAKER
JASNA B DJURIN
BARBARA VAUGHAN REDSTONE
JOHN MICHAEL SHULTZ
ANDREW C MCALLISTER
Lesley Winston
ZAIN L. GRIFFITH

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