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Best financial advisors in WESTSIDE, FL

Registered advisers within 25 miles of WESTSIDE, FL.

Offices
1,301
Firms
601
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.24M
3,239,787 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
COLLECTIVE ASSET MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
EDELMAN FINANCIAL ENGINES
ACTITRUST WEALTH MANAGEMENT LLC
FALLENBAUM CPA & ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
TOBIAS FINANCIAL ADVISORS
KINGSVIEW WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC

Investors

REGINA LOUISE COLLARO
CARLTON MATTHIAS FRANCIS
JOHN TAO
EDWARD ALAN WACKS
Francisco Hugo Mantilla
Ana Maria Camacho
Stephen Andrew Young
Luciano Silveira Di Claro
Amy E Lopez
Leonardo Alava
Michael J. Fiorilli
Daniel A Valdivia
Elsa Yuliana Bittar
LEIGH A NICKEL
ALEXANDER BEN BRODSKY
MARIA KORINA WOLF
MICHAEL RONALD CISCHKE
GERALD JOSEPH LICARI
SHERRYL PATRICIA BILLINGS
MARISOL ALGARIN
CHRISTA L PARGAS
SCOTT GREGORY KAUFFMAN
ANYDELISSE SANTIAGO MIRANDA
JASON R STOSS
NICOLE C FREITES
JANAINA RIBEIRO
JESSICA AMANDA MULLINGS
ELEAZAR EDUARDO AYALA
BRETT HOWARD KAHN
Christian De Veer
Spencer Ross Greenfeder
Patrick Michael McNicholas
Christopher Scott Herling
MICHAEL JOSEPH KAHN
LISA M PISCITELLI
CARLA BASHAN
ANDRES FELIPE MANJARRES
Isaac D Valancy
ARTHUR ALAN GREENFEDER
Carmen A Vasquez
RICARDO M KENT
CHRISTOPHER UPTON
GLENN MICHAEL SABATH
CHRISTOPHER CARL RAILEY
JOSE DANIEL LARIN PARKER
Ethan Bashan
Raymond Alexander Jackson
Vladimir Tranquille
Agustin Hays
JACKIER O HURTADO
EGERTON FITZHUGH BULLOCK
PILAR ESTRELLA
ESTRELLA ELBAZ
MATIAS VALDES
JUDITH G QUINONES
CLAUDIA MARIA PALOMBO
OLGA MIRSKY
ANTHONY WAYNE TORTORIELLO
GILIANE V CANNAVO
COREY JON ENGELHARD
ERIC JASON LEVY
JULIE MORRIS AXELROD
TIRSO LUIS MORALES
Kiersten J Large
MARIANNE RESUE
JEAN PIERRE LEMOINE
Tiany Anayanty Eversley
JESSICA Denise CESAR LOPEZ
HOPE CATHERINE TUROCK
LINH NGUYEN
KEYLANA B NEMNICH
Emily Nicole LaDow
ANGELO JOSE DHANPATH
Maya Tzur
John M Hays
AIXA ROSADO
BRETT GOETZ
SANDRA LORENA MARINO
WILLIAM KAISER FISCHER
ANDRES FALLON
Jackeline Coronado-Chaverra
ALIX ALEXIS
ANDREA RODRIGUEZ
Adam E Silberfeld
Manuel Kent
ROBERT PERRY KLEIN
PAMELA ANN REGIN
WILLIAM MARTIN MERRIGAN
Nicholas James Ferraro
MARKEITH ANTHONI ROWLEY
ADAM I KARRON
MICHAEL GNEFKOW
Alejandro Yanes
EDUARDO ENRIQUE BELLO
Adrian Wu
ALFREDO JORGE YANES
ALFREDO JORGE(JR) YANES
DONALD JOEL FALLENBAUM
Belki Cowan
URSULA STEPHANIE AUGER
Francheska M Ruiz
MATTHEW DAVID SANEHOLTZ
EDZAI K CHIMEDZA
CHARLES JOHN NESMITH
YESENIA REALEJO
Chad Williamson
MARIANELA NMN COLLADO
Franklin G Gay
TERRY LEE MORRIS
CHAD M TOURIN
RICHARD STERLING PRICE
NEAL AARON SLAFSKY
DANIEL CARLOS RODRIGUEZ
HEATHER BUCKRIDGE
KEVIN JOHN WOODCHEKE
KAREN PENA
WILMER ERNESTO FERNANDEZ DOMINGUEZ
Diego Hernan Morcillo
JANET HOPE SCHEER
VIRGILIO DANIEL NAMNUM
TIFFANY FIEBIGER
Peter J Supel
DWAYNE ALLAN ROSS
ALFREDO AGUIRRE
SUSAN JONES KIRKPATRICK
SVITLANA P DOROFINA
DENNIS B WHALEN
CAMERON E VISCOVICH
KRISTINA WAGNER
William D Weldon
SCOTT MICHAEL KARLEN
Jose luis Castro Fernandez
RALPH MICHAEL BYER
Donald ALLEN Tollin
Emma L Gurdus

Within 25 miles of WESTSIDE, FL, Best Investors lists 601 registered investment advisory firms with 1,301 offices nearby, managing about $17.6T in combined regulatory AUM across 3,239,787 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 WESTSIDE

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