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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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
SYNOVUS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
PFS INVESTMENTS INC.
FIRST GROWTH CAPITAL LLC
ISGAM US LLC
JESSURUM CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HIGHRISE WEALTH MANAGEMENT

Investors

FARES BENDECK
Abel Guerrero
DELFIN BLANCO
VICTOR JAMES FURNISS
LUIS DEMETRIO PETERS
MAIRELYS SALAZAR
KEVIN D QUESADA
ASHTON D MEDINA
SERGIO FERNANDEZ
Vanessa Alejandra Ceravolo
Miguel Rodriguez
DANIEL MACHADO
RUBEN JAVIER FREZZOTTI
DAN MICHAEL BONSANTI
GLENN JOSEPH HALL
NATALIA LORENA PARIS
PIERRE RIEUMONT
FIORELLA INURRITEGUI
Natalia Sanchez
DAVID IRVING REIDY
Frank Robert van Lerven
RALPH EVERETTE LEMON
Kevin Enrique Jessurum
THOMAS DAWSON MAYS
Daniel Alejandro Del Rio

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