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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

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

Investors

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
STEVEN PATRICK MYERS
Yasser Aristides Logrono
MANUEL ANTONIO MORIN
JULIAN MARTINEZ
LUCY CARDOSO WATSON
KENNETH ROY WATSON
Vanessa Alejandra Ceravolo
WAYNE MICHAEL LOUK
EDWARD D GOMEZ
SHIRLEY L SAUL
RHONDA MARLA KUHN
BARRY SCOTT BROSIUS
JAMES JOHN PHILIPPEAUX
CARROLL THOMAS CLARK
Caleb Alexander Horvat
MANUEL ALEJANDRO DE LA MAZA
LUIS DEMETRIO PETERS
Yamelys Santana

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