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Best financial advisors in DORAL BRANCH, FL

Registered advisers within 25 miles of DORAL BRANCH, FL.

Offices
1,338
Firms
773
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,228,786 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FORGELIGHT LLC
CITIGROUP GLOBAL MARKETS INC.
TRUIST ADVISORY SERVICES, INC.
FINANCIAL DESIGNS WEALTH MANAGEMENT
PFS INVESTMENTS INC.
FUNDVIEWS CAPITAL, LLC
OSAIC INSTITUTIONS, INC.

Investors

ALEJANDRO TAMAYO
JOSE RAMON ACOSTA
Victor Diaz
Brian Saba
JOSE ANTONIO GARCIA
LESLIE PATRICIA MONTES DE OCA
HERNAN P TAMAYO
ELEANA PINO
Marvin Felipe Garcia
JORGE MENENDEZ
PAUL PEREZ
MICHAEL MONTES DE OCA
MARIA ISABEL CANCEL
Diana Alvarez
JORGE LEONEL BALLADARES
MARIA ANGELICA OLAVARRIA ALBAN
ALTAGRACIA J. PASTOR
YANIN SALGADO
JOSE MAURICIO LOPERA-GUEVARA
JULIO RAMON BETANCOURT
BRIAN MICHAEL RODRIGUEZ
JENNIFER ASHLEY VALDES
Jorge Alberto Valdes
Jorge Alberto Valdes
ANTHONY PETER OLIVERI
FRANCISCO CARLOS BAGUER
Frank Michael Acosta
ALI SHADANLOU
CAROLINA NARANJO
ENRIQUE ORLANDO QUINTERO DELGADO
CARLOS ESPADA COLON
AZURY PUIG
ERIC JOSE GARCIA
DIANA Soto

Within 25 miles of DORAL BRANCH, FL, Best Investors lists 773 registered investment advisory firms with 1,338 offices nearby, managing about $18.8T in combined regulatory AUM across 3,228,786 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 DORAL BRANCH

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