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Best financial advisors in Miami Shores, FL

Registered advisers within 25 miles of Miami Shores, FL.

Offices
1,555
Firms
846
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,513 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

BEACON GLOBAL ADVISOR NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CHARLES SCHWAB & CO., INC.
FITZROY INVESTMENT ADVISORS LLC
WM PARTNERS, LP
J. SAFRA ASSET MANAGEMENT CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

NICOLAS JUSTIN MAURICIO
DANIEL MESA
Gabriel J Oxios
Nicolas Eterovic
JEFFREY LLOYD STYER
Sandra Lynn Taylor
Marius Morico Mapp
William Montgomery
BRETT RAYMOND RISLEY
Wyatt Martin West
Tomas Hrabec
James P Gallagher
BRADLEY MICHAEL RODGERS
RICHARD DANIEL LARIN
CARLOS EDUARDO VIGANONI
Enzo Gorgulho Jordao Elia
Leonardo Leta Furtado
DOV LASRY
ADRIANO DE SOUZA VIEIRA
THOMAS BRENDAN LEDWIDGE
John Christopher Gonzalez
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

Within 25 miles of Miami Shores, FL, Best Investors lists 846 registered investment advisory firms with 1,555 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,513 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 Shores

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