Best Investors Account Sign in

Best financial advisors in Miami Beach, FL

Registered advisers within 25 miles of Miami Beach, FL.

Offices
1,289
Firms
763
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,205,364 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

HORIZON FOUNDERS CAPITAL, LLC
INDUSTRIAL DEVELOPMENT FUNDING LLC
OSPREY CAPITAL MANAGEMENT CORP.
DIS MANAGEMENT COMPANY
GLD ADVISORS, LLC
STRIKE CAPITAL
THIRD EYE CAPITAL MANAGEMENT, LLC
ROCANA-SEMILLERO ADVISORS US LLC
THOMAS J. HERZFELD ADVISORS, INC.
ROSE CAPITAL ADVISORS, LLC
MANNA WEALTH MANAGEMENT
MURPHY CLARKE WILLIAMS & STONE LLC
DUNHAM LANE CAPITAL PARTNERS LLC
SHAKED CAPITAL ADVISORS, LLC
JAB CAPITAL MANAGEMENT, LLC
KERRISDALE CAPITAL MANAGEMENT, LLC
ALLEGIANT FINANCIAL ADVISORS, LLC
SIEBERT ADVISORNXT, LLC.

Investors

Anil Kailash Sharma
RYAN MARK PAYLOR
ROBERTO LUIS LIZAMA
MICHAEL JOSEPH ROSE
MITCHELL ALLAN ROMANO
JAMEL GORDON
ASHLEY MARIE KULJU
SANJEEV YADAV
Jonathan Binns
ROBERT EVAN HILL
DAVID DERECK KASSIR
CARLOS JOSE ANGEL
STEPHEN LYNN HUNTZINGER JR
MELISSA ANNE VANDER VOORD
RONALD JAMES ROBERTS
Natasha S Howe
Kyle Edwin Gonzalez
ANTONIO SPECIALE
Justin Andrew Carter

Within 25 miles of Miami Beach, FL, Best Investors lists 763 registered investment advisory firms with 1,289 offices nearby, managing about $18.7T in combined regulatory AUM across 3,205,364 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 Miami Beach

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