Firms by city
Registered investment advisers in Plantation, FL
6 SEC-registered advisers headquartered in Plantation, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Tobias Financial Advisors | Plantation, FL | $1.19B |
| Meg Green & Associates | Plantation, FL | $1.02B |
| Sterling Wealth Advisors | Plantation, FL | $224M |
| Niles Investment Management | Plantation, FL | $185M |
| ActiTrust Wealth Management | Plantation, FL | $141M |
| Abacus Capital Advisors | Plantation, FL | $120M |
- Headquarters
- Plantation, FL
- Regulatory AUM
- $1.19B
- Headquarters
- Plantation, FL
- Regulatory AUM
- $1.02B
- Headquarters
- Plantation, FL
- Regulatory AUM
- $224M
- Headquarters
- Plantation, FL
- Regulatory AUM
- $185M
- Headquarters
- Plantation, FL
- Regulatory AUM
- $141M
- Headquarters
- Plantation, FL
- Regulatory AUM
- $120M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Plantation on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.