Investment adviser firms in PLANTATION, Florida
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: July 2026 and August 2026
- ABACUS CAPITAL ADVISORS LLCCRD 309295 · PLANTATION, FL$119,507,501.00Regulatory AUM · August 2026
- ACTITRUST WEALTH MANAGEMENT LLCCRD 284827 · PLANTATION, FL$140,515,766.00Regulatory AUM · August 2026
- LWM ADVISORY SERVICES, LLCCRD 172009 · PLANTATION, FL$1,090,915,835.00Regulatory AUM · August 2026
- MEG GREEN & ASSOCIATES, INC.CRD 284866 · PLANTATION, FL$1,017,902,995.00Regulatory AUM · August 2026
- NILES INVESTMENT MANAGEMENT, LLCCRD 329384 · PLANTATION, FL$185,484,106.00Regulatory AUM · August 2026
- NORTHSTAR FINANCIAL PLANNERS, INC.CRD 131507 · PLANTATION, FL$311,630,650.00Regulatory AUM · July 2026
- STERLING WEALTH ADVISORS, INC.CRD 124121 · PLANTATION, FL$223,541,508.00Regulatory AUM · August 2026
- TOBIAS FINANCIAL ADVISORS, INC.CRD 104711 · PLANTATION, FL$1,191,064,980.00Regulatory AUM · August 2026