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Best financial advisors in Coral Gbls, FL

Registered advisers within 25 miles of Coral Gbls, FL.

Offices
1,104
Firms
688
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,202,840 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
UNDA FINANCIAL AND CONSULTING LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALHAMBRA INVESTMENT MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
SYNOVUS SECURITIES, INC.
AUTOMATED FINANCIAL PLANNING, INC.
ARCHER INVESTMENT CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CONCURRENT INVESTMENT ADVISORS, LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Investors

DELFIN BLANCO
DAVID J UNDA
Alfredo A. Collazo
Edward Lee Jones
FARES BENDECK
RICHARD GORDON KING
JUAN MARCELO PEREZ
JOSEPH YOUNGBLOOD CALHOUN
STEPHEN MERVIN BRENNAN
MARGARITA VICTORIA FERNANDEZ
DAVID ALLAN CHAMBERLAIN
JONATHAN STEVEN ORMAZA
Luis Reinaldo Roque
EDWARD MARTIN WENGER
Cisar Ocana
JOSE PABLO CABELLO
MAIRELYS SALAZAR
STEVEN PATRICK MYERS
Yasser Aristides Logrono
SERGIO FERNANDEZ
RHONDA MARLA KUHN
BARRY SCOTT BROSIUS
JAMES JOHN PHILIPPEAUX
CARROLL THOMAS CLARK
Caleb Alexander Horvat
MANUEL ALEJANDRO DE LA MAZA
EDUARDO AUGSTEN
RUBEN JAVIER FREZZOTTI

Within 25 miles of Coral Gbls, FL, Best Investors lists 688 registered investment advisory firms with 1,104 offices nearby, managing about $18.3T in combined regulatory AUM across 3,202,840 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 Gbls

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