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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

SCENIUS CAPITAL MANAGEMENT LLC
PLURAL CAPITAL
EMCEE INVEST
HUMBITION MANAGEMENT, LLC
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC
EARNEST CAPITAL LLC
TERRAFORM CAPITAL, LLC
FOCAL VENTURES LLC
CARDONE WEALTH ADVISORS
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
FLORIDA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OPENVEST
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.

Investors

ALINA AKCHURINA
KARINA KANAKINA
CIRILO ALEXANDER SUAREZ
RICHARD VEGA
Zachary Jaret
John He
Olivier Chatelus
Alejandro Salas
David Rodak
Mauricio Aguiar Neto
Anthony Bringas
Jose Joaquin Toribio Camilo
Devaryan Gupta
Irvin Dudley Tiu
Joaquin Penelas
Jarrett Weiss
Robert Kinose Birk
Reece Charles Ellison
Jeffrey Crouse
Michael Mayoral
Courtney Whyte
Ricardo Santiago Luna
Tess Elizabeth Tanner
Nicholas Martinez
Pilar Terragni
Sarthak Aggarwal
Darian Fumero
Xi Yang
Adriel Cueto
Gavin Connor Mclnerney
Joseph Antonio Chakour
David Manuel Doddo
Matthew John Abar
Sameer Shehadi
William Antonio Feijoo
Joshua Thomas Betts
Matthew Simon
Virgil Nathaniel Sweet
Julian Alejandro Sanchez
Connor Goodwin
Gaetano Onorato Caruso
Eliana Celine Whitford
Thomas Stephen Dickinson
Emma Grace Parker
Carlos Luis Cruz Fernandez
Nicholas Theodore Pappas
Jacob Michael Blackman
Hunter Austin Payne
Garrett Troy Walker
TIMOTHY Garth LEE
Katherine Derengowski
DYLAN HIMMEL
Stephen Scott Collins
John Ricardo Cheaz
Sean Tyler Bunce
Paul Andres Urdaneta Mendoza
Avery Jane Croxton
Kai Michael Hooks
Reana Renae Schmitt
Guilen Sebastian Brandon
Tzu Chu Day
William Christopher Schmidt
Kaci Michelle Goggans
Dariel Roque
Jared Sharp
Raul David Almendro
MAURICIO INTERIANO
MICHAEL LUIS COSTA
WAYNE MICHAEL LOUK
EDWARD D GOMEZ

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