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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

CETERA INVESTMENT ADVISERS LLC
VIM WEALTH MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
REDWHEEL
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
DRAGUS CAPITAL, LLC
MAS ADVISORS LLC
FUTURA ASSET ADVISORS LLC

Investors

Antonio Andres Lopez
VONNELL MARTINEZ
JULIO ALMEYDA
Camelia Pilar Gelabert Nunez
Gregory Viejo
MARYLIN MILAGRO GONZALEZ
GEORGETTE RIBAS SUAREZ
MANUEL ANTONIO FERNANDEZ
JAVIER ENRIQUE MARTINEZ
STUART A BERRY
ALEXANDER G AGUILERA
IGNACIO CARLOS TEJERA
STEPHEN BERROCAL
JAMES ADAM HEILMAN
NAZIM QURESHI
DAVID V MONTES DE OCA
Alan Javier Rodriguez
Devin Alexi Davalos
JORGE PABLO CASARIEGO
Anthony Lanfranchi
Luis Fernando Arango
CARLOS JOSE BIGOTT
YULIEN BRENLLA
ARNALDO ATILIO CALDERON
BELKYS MEJIA
YOLANDA PEREZ
Luis Miranda
ALFREDO JACOBO FERNANDEZ
Eduardo Navaza
John Christopher Gonzalez
JEFFREY LLOYD STYER
Sandra Lynn Taylor
Marius Morico Mapp
William Montgomery
BRETT RAYMOND RISLEY
Wyatt Martin West
Tomas Hrabec
James P Gallagher
BRADLEY MICHAEL RODGERS
RICHARD DANIEL LARIN
CARLOS EDUARDO VIGANONI
Andres Sanchez Diez
Francisco Jose Soler
RICARDO RAMON CALDERON
Javier Rodrigo Fonseca-Paricio
ROBERT JORDAN KELLY

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