Top Financial Advisors in Plantation, Florida
Finding the right financial advisor in Plantation is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Plantation, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Plantation, FL.
Find the Best Financial Advisor Firms in Plantation:
MG&A WEALTH
CRD#: 284866
Address: 8151 Peters Road Suite 3200, Plantation, FL 33324
Clients: 65
Average Clients per Advisor: 13
AUM: $ 709M
TOBIAS FINANCIAL ADVISORS
CRD#: 104711
Address: 1000 S. Pine Island Road Suite 450, Plantation, FL 33324
Clients: 132
Average Clients per Advisor: 18
AUM: $ 641M
LWM ADVISORY SERVICES, LLC
CRD#: 172009
Address: 1250 S. Pine Island Road Suite 350, Plantation, FL 33324
Clients: 808
Average Clients per Advisor: 101
AUM: $ 597M
NORTHSTAR FINANCIAL PLANNERS, INC.
CRD#: 131507
Address: 1250 S. Pine Island Road Suite 275, Plantation, FL 33324
Clients: 264
Average Clients per Advisor: 44
AUM: $ 207M
FORTUNE 360 GROUP LLC
CRD#: 282391
Address: 8211 West Broward Blvd Suite 200, Plantation, FL 33324
Clients: 150
Average Clients per Advisor: 37
AUM: $ 141M
STERLING WEALTH ADVISORS, INC.
CRD#: 124121
Address: 8201 Peters Road Suite 1000, Plantation, FL 33324
Clients: 29
Average Clients per Advisor: 29
AUM: $ 136M
How We Chose the Top Financial Advisors in Plantation, Florida
To create this list of top financial advisor firms in Plantation, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Plantation has to offer.
Search Financial Advisors in Plantation, Florida
Brett Goetz
Registered Affiliation(s):MORGAN STANLEY
Scott Francis Fitzsimmons
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Serge Mallat
Registered Affiliation(s):ONEAMERICA SECURITIES, INC.
Alisa M Harris
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Patrick Maus
Registered Affiliation(s):MORGAN STANLEY
Kathleen Ann Yahya
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Jude Caccamise
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Cheryle Janet Higgins
Registered Affiliation(s):MORGAN STANLEY
W S Parker
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Christopher Lawrence O'gorman
Registered Affiliation(s):MORGAN STANLEY
Eric Todd Weinsier
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Clifton Wayne Perry
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Barbara Ann Mikulski
Registered Affiliation(s):MORGAN STANLEY
Robert Mark Barrett
Registered Affiliation(s):PFS INVESTMENTS INC.
Ofer Levy
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Cesar Aran Ortiz
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Ronald Zander
Registered Affiliation(s):MORGAN STANLEY
David Andrew Hatz
Registered Affiliation(s):MORGAN STANLEY
Carolyn Hendrika Williams
Registered Affiliation(s):MORGAN STANLEY
Nick Anthony Mazzurco
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Howard Mark Lerner
Registered Affiliation(s):MORGAN STANLEY
Fran Shaine Zynis
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jodi K Duplain
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Eric Joseph Brief
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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