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Best financial advisors in Homestead AFB, FL

Registered advisers within 25 miles of Homestead AFB, FL.

Offices
884
Firms
573
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,195,522 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AUTOMATED FINANCIAL PLANNING, INC.
ARCHER INVESTMENT CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
UNDA FINANCIAL AND CONSULTING LLC
ALHAMBRA INVESTMENT MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ANDRES HUNG PARMEGGIANI
ADRIANA C EPPSTEIN
Christian Rodriguez
Marlon C Sobalvarro
Michael Timothy Oliva
ELLIE KENT MILLS
Maria A Chiang
LINA MARCELA FIGUEROA-GONZALEZ
MANUEL S MIRANDA
Erikamarie Castrillo
RHONDA MARLA KUHN
BARRY SCOTT BROSIUS
JAMES JOHN PHILIPPEAUX
CARROLL THOMAS CLARK
Caleb Alexander Horvat
MANUEL ALEJANDRO DE LA MAZA
STEVEN PATRICK MYERS
Yasser Aristides Logrono
MAURICIO INTERIANO
DAVID J UNDA
Cisar Ocana
JOSE PABLO CABELLO
JUAN MARCELO PEREZ
JOSEPH YOUNGBLOOD CALHOUN
STEPHEN MERVIN BRENNAN
MARGARITA VICTORIA FERNANDEZ
DAVID ALLAN CHAMBERLAIN
Luis Reinaldo Roque
EDWARD MARTIN WENGER

Within 25 miles of Homestead AFB, FL, Best Investors lists 573 registered investment advisory firms with 884 offices nearby, managing about $18.0T in combined regulatory AUM across 3,195,522 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 Homestead AFB

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