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
Stephanie Alexandra Mihalakos
Registered Affiliation(s):MORGAN STANLEY
Jeremy Saul Stein
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew David Saneholtz
Registered Affiliation(s):TOBIAS FINANCIAL ADVISORS
Wilhelm K Lemke
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Sheri Ann Granaroli
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ricardo Milan JR.
Registered Affiliation(s):MORGAN STANLEY
Luis Maria Posse
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Charles Enea
Registered Affiliation(s):MORGAN STANLEY
Ricardo Gutierrez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charu Narain
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Susan K Peets
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mona H Salguero
Registered Affiliation(s):MORGAN STANLEY
Aja Nixon
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Barbara Steinhaus
Registered Affiliation(s):MORGAN STANLEY
Mihir J Patel
Registered Affiliation(s):MORGAN STANLEY
Adam Michael Foldes
Registered Affiliation(s):MORGAN STANLEY
Enrique Mackinlay
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Catherina Marlene Pareto
Registered Affiliation(s):CATHY PARETO AND ASSOCIATES
Guillermo Arturo Arenas
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Aldo Galiani
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Julie Morris Axelrod
Registered Affiliation(s):MORGAN STANLEY
Jonathan M Eng
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Walter J Gondeck JR.
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Philip Herzberg
Registered Affiliation(s):TEAM HEWINS, 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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