Best Investors Account Sign in

Best financial advisors in Tequesta, FL

Registered advisers within 25 miles of Tequesta, FL.

Offices
563
Firms
306
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,728,649 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
ELEVATION POINT WEALTH PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
KOVACK ADVISORS, INC.
521 CAPITAL GROUP, LLC
NEWEDGE ADVISORS
ATLANTIC WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
KEC MANAGEMENT L.P.

Investors

David Wieseneck
STEVEN Paul COLE
Kyle Kenneth Stone
Mando Joseph DiBartolomeo
JOHN THOMAS TERZAKIS
christine a kennedy
ANDREW JAMES PLUM
CODIE JEAN ALLEN
THOMAS CULLEN
ANDREA Lynn CORDING
Taylor Brandon Marsh
KATHLEEN CATON BURKE
MARK WILLIAM ROSS
JOSEPH LEE RENEAU
DIANA DOCEA
THOMAS PAYTON COLLINS
MARK RICHARD MALLER
Max Bashford
MATTHEW JERRY MELENDY
KENNETH JOHN LEACH
Anthony Jason Vernale
TAD MICHAEL SACHECK
STEPHEN THOMAS OLSON
Dylan J Walker
Avery Tse
JUSTIN MICHAEL SHEINBAUM
HOWARD BRADLEY SILVER
JOHN D HELD
SARAH JENNINE HOFFMAN
Tara Goins
BRIAN JOHN ZIMMS
JOSEPH NEIL TROTTA
MICHAEL BLAINE WALDER
Sally Sima Stahl
Brian Lucas Baughman
David L Bradford

Within 25 miles of Tequesta, FL, Best Investors lists 306 registered investment advisory firms with 563 offices nearby, managing about $17.8T in combined regulatory AUM across 2,728,649 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 Tequesta

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 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T 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