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Best financial advisors in Miami Lakes, FL

Registered advisers within 25 miles of Miami Lakes, FL.

Offices
1,578
Firms
848
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,332,050 clients when Item 5C has a number
Avg / client
$5.82M
Combined AUM ÷ clients

Nearby offices

Firms

HSBC SECURITIES (USA) INC.
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERANT INVESTMENTS, INC.
MORGAN STANLEY
CALAMOS WEALTH MANAGEMENT LLC
CORAL WEALTH MANAGEMENT, LLC
PINNACLE INVESTMENTS, LLC
LPL FINANCIAL LLC
021 INVESTMENTS LLC

Investors

DANIEL ALEXANDER RIEBER
MARIBEL Sanchez DEFAUWES
CLAUDIA MARCELA CORREA
PEDRO JOSE EID
Felipe Roca
Tomas Martin
ALFONSO MONTOYA
JULIO ALMEYDA
Camelia Pilar Gelabert Nunez
Gregory Viejo
MARYLIN MILAGRO GONZALEZ
GEORGETTE RIBAS SUAREZ
MANUEL ANTONIO FERNANDEZ
JAVIER ENRIQUE MARTINEZ
STUART A BERRY
ALEXANDER G AGUILERA
IGNACIO CARLOS TEJERA
STEPHEN BERROCAL
JAMES ADAM HEILMAN
NAZIM QURESHI
DAVID V MONTES DE OCA
Alan Javier Rodriguez
Devin Alexi Davalos
JORGE PABLO CASARIEGO
Anthony Lanfranchi
Luis Fernando Arango
CARLOS JOSE BIGOTT
YULIEN BRENLLA
ARNALDO ATILIO CALDERON
BELKYS MEJIA
YOLANDA PEREZ
Luis Miranda
ALFREDO JACOBO FERNANDEZ
Eduardo Navaza
DANIEL JASON SEGAL
IAN P DUBUGRAS
BRENO SILY VASCONCELLOS
Roger Bosch
Diego Alfonso Abreu
JONATHAN SAUCE
RICARDO ANDRES SUCRE
Denise Anne Negron
BAYLOR ANN LANCASTER-SAMUEL
ANABEL FERREIRO LOPEZ
GILBERTO ENRIQUE PAEZ
PATRICIA HELENA LEON-PONTE
Carlos Daniel Castro Oliveros
Luis Alonso Hernandez Guerrero
DIEGO GARCIA DEVILLALOBOSADAMES
Daisy Miriam De La Torre Montoya
GREGORY PITA
SEBASTIAN RODRIGO GOMEZ
Juan Camilo Hernandez Hidrobo
EMERIS DEL VALLE LUCAS
GLADYS MILAGROS LOPEZ
Esperanza V Ponce
ROXANA Y MACHADO
MARISOL CORDOVA
FREDDY ALEXANDER MENJIVAR
JUAN PABLO BRIATORE
ADRIANO BATISTA CONRADO
CRISTIAN N GAMARRA
ANDREA EUGENIA CASTRO
AMELIA KARENINA BALONEK
KAREN BOZA
LESTER RAUL DOMINGUEZ
CONSTANZA GONZALEZ CAMACHO
MARIA CAROLINA CARDENAS
ALINA LEGANOA
RICARDO JUAN HARTEN
JESSICA MILLER OSTEEN
ANDREA MARIA PRADO BING ZAREMBA
MODESTO M MORA
Harrison Koppelman Fritz
Celio Christian Salgueiro
OLIVIA P MILLS
SHEILY DISTRUBELL
Ashley N Ruiz
ALEXANDER EMANUEL FERNANDEZ
RAFAEL R LOPEZ
BRETT ALLYN COHEN
CHRISTINA CORDEIRO GUERRA LIVAS
YASSET ECHEMENDIA
INGRID Y VERAS
RUBEN DARIO LESMES
GREGG MICHAEL GELBER
IRIS PACHECO
Ileana Margarita Musa
BRIAN ROBERT EXELBERT
ZIVKO BAJEVSKI
LILIA MARIA VESTERLUND
EDUARDO MANUEL CARRENO
FRANCISCO DAVID OLAZABAL
Daniel Andres Aruca
GLADYS M DOWD
Gregory M Phelan
EDUARDO FERMIN ORTEA
CARLOS JULIO ARANGO
BEATRIZ EUGENIA SOLER-BALSINDE
SABINE B SCHOLZ
OTI ROBERTS
JUAN CARLOS PAYSSE
WILLIAM J KRAUSS
BRENDA BERISSO
CAROLINA URIBE CEMIN
MICHAEL TRUONG
Antonio D Garcia
JASON R GOLDSTRICH
DONATO A ARGUELLES
CATHERINE A BUSOT
LUCIANO DOUGLAS GANI
ANDREA V FERRAO
YARILIN BERNAL
RICARDO MACHADO
CARLOS SHTEREMBERG
MARIA E PALMA
MASSIEL RODRIGUEZ ROMERO
Carlos Fabian Rodriguez Ramos
Eduardo Alfonso Delgado
GASTON RICARDES
GABRIEL MARCELO PATRICH
LAUREANO BELLO
Nelson Rodriguez Hernandez
MARIELA PLANCHE
Daniel Alejandro Bermudez
Jessica C Gonzalez Lopez
Monica E Balda
DELIA I FUNG LIN
Michael Scott Epstein
Ramani Daniel Lizarazo
Brittany A Knowles
Vladimir Filipovic
Jose Manuel Torres Gonzalez
Marco A Pena Cherician
JAMES ROBERT SCHOLZ
RAFAEL ALBERTO GONZALEZ
JUDITH I PANTOJA
CHARLES S SCHIFANO
DAVID R GARCIA
ROBERT DEAN SPERBER
HANI MOURAD HENEIN
CHIANG K WU
FRANCISCO JAVIER PRIDA
ADAM E CARLIN
FRANCISCO ONOFRE FERNANDEZ
GREGORY SCOTT BREEN
Luis A Castellanos
Anthony F Vila
MARIA DEL REFUGIA FRANK
RYAN RICHARD MASTERS
ANDRES ECHEVERRI
ANTONI FERNANDEZ
ALBERTO PERALTA RAMOS
BRADLY MAXWELL DIAZ
GILBERTO JOSE CASTRO
MITCHELL LAMCHICK
ANDREW J LASK
Jan S Strusinski
Yasmany Baldriche
Maximilien Florin Glasser
Justin M Smith
Fabian Paternoster
Juan Arboleda
PETER KLEIN
DAVID RICHARD TILGHMAN
ALDO CEASER BUSOT
Andrew D Swanson
MATIAS EDUARDO MAJDALANI
RODRIGO DUTRA CARVALHO
Nick Rangel Abreu
GREGORY VINTON VAUGHAN
GUSTAVO NICOLAS CUBAS
KAREN I MENDEZ
Nicolas A Jimenez
Stephanie Anastasia Carreras
Gabriel Niembro Garcia
DENNIS CORAL
Alexander David Bublick
ROSALIE SCHLAEN
TRAVIS GARRETT WICHMAN

Within 25 miles of Miami Lakes, FL, Best Investors lists 848 registered investment advisory firms with 1,578 offices nearby, managing about $19.4T in combined regulatory AUM across 3,332,050 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 Lakes

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