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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

CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BETTER WAY LLC
AUTOMATED FINANCIAL PLANNING, INC.
ARCHER INVESTMENT CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
WELLS FARGO CLEARING SERVICES, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC

Investors

VICTOR JAMES FURNISS
Abel Guerrero
ALEX MICHAEL GREGORY
RHONDA MARLA KUHN
BARRY SCOTT BROSIUS
JAMES JOHN PHILIPPEAUX
CARROLL THOMAS CLARK
Caleb Alexander Horvat
MANUEL ALEJANDRO DE LA MAZA
Eri Sierra
MANUEL ANTONIO MORIN
JULIAN MARTINEZ
LUCY CARDOSO WATSON
KENNETH ROY WATSON
MARCIO R LARSH
Samuel Mondelo
HERNAN P TAMAYO
Christian Hernandez
ORLANDO JOSE STHORY
LESLIE PATRICIA MONTES DE OCA
Brian Saba
JOSE ANTONIO GARCIA
Vanessa Alejandra Ceravolo
MANUEL S MIRANDA
Erikamarie Castrillo

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