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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PINNACLE INVESTMENTS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BMH CAPITAL MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
FLORIDA FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CS ADVISORS INC.
VENTURE VISIONARY PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JOHN JAIRO QUINTERO
James Lewis Boruff
Charles Stewart
PAUL ROBERT DIPIETRO
STEVEN GEORGOPOULOS
PAUL WOLFSON CARMAN
KIM KERRY LOVE
VICTORIA MANZANO
FEDERICO HENRIQUE BRANDT CORDOVEZ
THOMAS BRENDAN LEDWIDGE
CIRILO ALEXANDER SUAREZ
RICHARD VEGA
Madison L Riordan
Zachary Jaret
John He
Olivier Chatelus
Alejandro Salas
David Rodak
Mauricio Aguiar Neto
Anthony Bringas
Jose Joaquin Toribio Camilo
Devaryan Gupta
Irvin Dudley Tiu
Joaquin Penelas
Jarrett Weiss
Robert Kinose Birk
Reece Charles Ellison
Jeffrey Crouse
Michael Mayoral
Courtney Whyte
Ricardo Santiago Luna
Tess Elizabeth Tanner
Nicholas Martinez
Pilar Terragni
Sarthak Aggarwal
Darian Fumero
Xi Yang
Adriel Cueto
Gavin Connor Mclnerney
Joseph Antonio Chakour
David Manuel Doddo
Matthew John Abar
Sameer Shehadi
William Antonio Feijoo
Joshua Thomas Betts
Matthew Simon
Virgil Nathaniel Sweet
Julian Alejandro Sanchez
Connor Goodwin
Gaetano Onorato Caruso
Eliana Celine Whitford
Thomas Stephen Dickinson
Emma Grace Parker
Carlos Luis Cruz Fernandez
Nicholas Theodore Pappas
Jacob Michael Blackman
Hunter Austin Payne
Garrett Troy Walker
TIMOTHY Garth LEE
Katherine Derengowski
DYLAN HIMMEL
Stephen Scott Collins
John Ricardo Cheaz
Sean Tyler Bunce
Paul Andres Urdaneta Mendoza
Avery Jane Croxton
Kai Michael Hooks
Reana Renae Schmitt
Guilen Sebastian Brandon
Tzu Chu Day
William Christopher Schmidt
Kaci Michelle Goggans
Dariel Roque
Jared Sharp
Raul David Almendro
LEE BRYAN FRIEDMAN
LUC-BERNARD MURAT
Jonathan Phillip Macy
CHRISTOPHER ELDREN PIERCE NALLEY
Pau Delgado Rodriguez
STEVEN LAWRENCE SHERMAN
BRADFORD Guy DOLGIN
PARNEL LEONARD VICTOR

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