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Best financial advisors in Coral Gables, FL

Registered advisers within 25 miles of Coral Gables, FL.

Offices
1,292
Firms
758
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,214,909 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

BICYCLE CAPITAL
KINEA US ASSET MANAGEMENT LLC
RESPIDA CAPITAL LLC
OCTAVIA WEALTH ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FUEL VENTURE CAPITAL PARTNERS LLC
KAUFMAN ROSSIN WEALTH, LLC
PRINCIPIA GLOBAL CAPITAL LLC
TRINITY FUND ADVISORS LLC
BANYAN CONTINUATION FUND ADVISORS, LLC
BOYNE CAPITAL
BOLDSTART VENTURES MANAGEMENT LLC
ASCENDO VENTURES, LLC
REMOTIV / FINANCIAL SOUNDINGS
VIZCAYA CAPITAL PARTNERS LLC
VIZCAYA CAPITAL, LLC
OC INVESTMENT MANAGEMENT LP
DOMA PERPETUAL CAPITAL MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

MARIANO FARID LLOSA
TODD BEED SMITH
MARIA ELIZABETH LACASA
THOMAS JOHN PELHAM
DARIN KEITH SCHATZMAN
ASHLEA HEATHER AYER
Michael Joseph Cantero
Brian Kim
ARIEL JEROME TACHER
EYTAN STARKMAN
ANDY NMN GILON
ARIE ALEJANDRO ZOLDAN
NADAV NMN GOSHEN
Alan Albagli
BERTHA JONES
SCOTT BENESCH
ABBY VICENCIO
ALEJANDRO VICENCIO

Within 25 miles of Coral Gables, FL, Best Investors lists 758 registered investment advisory firms with 1,292 offices nearby, managing about $18.7T in combined regulatory AUM across 3,214,909 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 Coral Gables

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