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Best financial advisors in Homestead, FL

Registered advisers within 25 miles of Homestead, FL.

Offices
413
Firms
238
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,121,580 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
JEFFREY R. JACOBS, CPA
PARK AVENUE SECURITIES LLC
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
AUTOMATED FINANCIAL PLANNING, INC.
ARCHER INVESTMENT CORPORATION

Investors

ADRIANA C EPPSTEIN
ANDRES HUNG PARMEGGIANI
Christian Rodriguez
Marlon C Sobalvarro
Michael Timothy Oliva
MAURICIO INTERIANO
Maria A Chiang
ELLIE KENT MILLS
MICHAEL ANTHONY KEATING
JEFFREY R JACOBS
LUISA M BRAVO
Javid Reza Mortazavi
LINA MARCELA FIGUEROA-GONZALEZ
UBALDO MENDEZ
NICOLE MARAJH SINANAN
LUIS FERNANDO RODRIGUEZ
Maria G Largaespada
Hazel Aguilar
DANIEL LI
PAULO EDUARDO BETTEGA
REED LIPSEY
Diana Alvarez
PAUL PEREZ
SANTIAGO AGUDELO
MICHAEL MONTES DE OCA
Rodolfo E Muniz
nuviana Acosta
Tiffany Melisa Garcia
MANUEL S MIRANDA
Erikamarie Castrillo
Miguel Eduardo Arias
Alenette Acuesta Opena
PATRICK GRANT
RHONDA MARLA KUHN

Within 25 miles of Homestead, FL, Best Investors lists 238 registered investment advisory firms with 413 offices nearby, managing about $13.1T in combined regulatory AUM across 3,121,580 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

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM