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Best financial advisors in Bay Harbor Islands, FL

Registered advisers within 25 miles of Bay Harbor Islands, FL.

Offices
1,565
Firms
848
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,514 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
SUGAR FREE CAPITAL MANAGEMENT COMPANY, LLC
BETTER WAY LLC
FLAGSTICK CAPITAL PARTNERS LLC
ACCELMED PARTNERS II MANAGEMENT, LLC
CAPTRUST
LPL FINANCIAL LLC
DINERAZO INC.
WELLS FARGO CLEARING SERVICES, LLC
DASH INVESTMENTS
LONGMAN WEALTHCARE MANAGEMENT, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ROBERTO TORRES
Hazel Aguilar
William Zuluaga
JORGE LUIS MARTINEZ
JOSE LAZARO MENDEZ
EDUARDO COHEN
ALEXANDER NAVARRO
LEE LEVY
MEI WON MOY
REBECCA CHRISTINE EPPERLY
EDWARD JOSEPH COHEN
JOSE FINCHELTUB
ANIBAL ALVARADO
ALEX MICHAEL GREGORY
Stephen Harold Schott
Jonathan Phillip Macy
BRIAN PINEIRO
MICHAEL TRONCOSO
ZAIN L. GRIFFITH
THOMAS JOSEPH LONGMAN
Zachary Thomas Longman
Christian Hernandez
ORLANDO JOSE STHORY
ROBERT T WROBLEWSKI
DAVID ALLEN TREECE

Within 25 miles of Bay Harbor Islands, FL, Best Investors lists 848 registered investment advisory firms with 1,565 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,514 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 Bay Harbor Islands

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM