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Best financial advisors in Key Biscayne, FL

Registered advisers within 25 miles of Key Biscayne, FL.

Offices
1,225
Firms
736
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,411 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
GLOBAL KANDOR ADVISORS, LLC
KBIS CAPITAL
QUALTUS INVESTMENT PARTNERS LLC
ALBATROZ CAPITAL
KIG INVESTMENT MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
ASTRALIS CAPITAL
TRUIST ADVISORY SERVICES, INC.
GDA LUMA CAPITAL MANAGEMENT, LP
RICHMOND CAPITAL
GENTRUST
BCI SECURITIES, INC.
PARE PARTNERS LLC
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC
UNIMAR
PARE PARTNERS II LLC
LION CAPITAL ADVISORS LLC
H.I.G. WHITEHORSE ADVISERS, LLC

Investors

Lilliam Fernandez
ENRIQUE ALEJANDRO OLAVARRIA
DIONISIO JOSE CHAMORRO
ANA MARIA REBORA DE LUCHAU
GUILLERMO ENRIQUE VERNET
Paola Andrea Bernal Cuevas
Albano Eduardo Paulo
Juan A Donis
John Jairo Alvarez
Giovanna Nathalie Egas
JUAN MANUEL ORTEGA
GUILLERMO JORGE SOCARRAS
ALEXANDER A RUIZ
DIANA LORENA GAZZOLA
Jean Carlos Reynoso
NEELA MOHAN NAGARAJA GOLLAPUDI
JENNIFER TAMAYO
KRYSTA DOS SANTOS
DAVID MUNOZ
EDUARDO JUAN BORBERG
Carlos Alberto Gonzalez
CASEY KELLY BLOUT
BRIAN DAVID GOLDMAN
GEORGE LUIS PEREZ
JAVIER ARMANDO SANCHEZ
JAMES DWIGHT BESAW
ELENA YOLANDA HERNANDEZ-ROSENBLUM
JAMES ALEXANDER COLAVITA
ELI AUGUSTUS COHEN
FELIPE BETANCUR PATINO
Nitin Mansingani
DENISE JACQUELINE DESAULNIERS
Pamela Snell Groom
Bibiana Isabel Patino
Daniel Devis
Sandy J Guzman
Luis Alejandro Cedeno Salcedo
SEBASTIAN IGNACIO CONTADOR ASTROSA
Maria Teresa Ibanez Leon
Christel Andrea Kind Mellado
Francisco Javier Garcia Nieto
Rosario Milagros Camejo Adrian
ALEJANDRO P GAMBIRAZIO
Melissa Jubera Maldonado
Ronald Ventura
HENRY DAVID AGUILAR BELLO
Ramananda Rafaello Criscuoli
Jovany Jorge Noy
RENE ENRIQUE MARTINEZ SOLARI
KENNETH CLAUS ANDERSON
Diego Briceno
JACOBO ANTONIO GADALAMARIA
PHILIP NORDELL CAREY

Within 25 miles of Key Biscayne, FL, Best Investors lists 736 registered investment advisory firms with 1,225 offices nearby, managing about $18.4T in combined regulatory AUM across 3,203,411 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 Key Biscayne

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