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Best financial advisors in Weston, FL

Registered advisers within 25 miles of Weston, FL.

Offices
1,072
Firms
458
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,165,833 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
POINT BREAK CAPITAL MANAGEMENT LLC
M HOLDINGS SECURITIES, INC.
FORTIS PRIVATE WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
LIDO
SULZBERGER CAPITAL ADVISORS, INC.
POLEN INTERNATIONAL EQUITY LLC
OPAL CAPITAL LLC
POLEN CAPITAL MANAGEMENT, LLC
AMPLIFY MY WEALTH
FINANCIAL DESIGNS WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
ALSIS FUNDS, LLC
EXCITE CAPITAL LLC
SAPIENT CAPITAL LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

BRET LANCE CHERNOW
Juan Roberto Ruiz
LETICIA LAURA SANTIAGO
Joshua Feller
Richard Scott Koblick
Michael Dylan Moon
Glenn Pike
Ryan Matthew Hasey
Dustin Collier
Cristian Coppola
BRANDON MOE
James Runey
VICTORIA NELL NABAGGALA
THAIS DRUMMOND PIOTROWSKI
Alexandra B Papell
Jessica D Fino
Jarett Karp
AUSTIN Martin TAYLOR
Bradley Michael Kaufman
BRENT EDWARD COUGHENOUR
Cody Shoop
EUGENE CHARLES SULZBERGER
AUSTIN MERLE GRAFF
LAUREN M HARMON
YANG LIU
Alan Graff
MANAV JAYPRAKASH SHAH
LOGAN BLACKWOOD
JOHN EDWARD GUNTHER
LEONARDO GONZALEZ
DANIEL CHRISTIAAN MCLENNON
Paul Justin Fitzgerald
Drew A Halperin
Ben M Capombassis
Joshua Charles Ojeda
Alissa Krasner Maizes
JENNIFER ASHLEY VALDES
Jorge Alberto Valdes
Jorge Alberto Valdes
ANTHONY PETER OLIVERI
FRANCISCO CARLOS BAGUER
Frank Michael Acosta
Victoria Mercedes Aprano
Jiri Iglesias Farinas
LOURDES MIREYA CALAS
LOYDA YELITXA MOLINA-PAGAN
YUDIT SILVEIRA
JAMES ALBERT ROONEY
NYCOLE Loraine SONES
KYLE WRIGHT
Erin Donofrio

Within 25 miles of Weston, FL, Best Investors lists 458 registered investment advisory firms with 1,072 offices nearby, managing about $17.1T in combined regulatory AUM across 3,165,833 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 Weston

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