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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

ARAX ADVISORY PARTNERS
PFS INVESTMENTS INC.
FORGELIGHT LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
FINANCIAL DESIGNS WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
GLOBAL KANDOR ADVISORS, LLC
KBIS CAPITAL
QUALTUS INVESTMENT PARTNERS LLC
ALBATROZ CAPITAL

Investors

RUBEN MANUEL MILLARES
JAVIER MANUEL MILLARES
MARIA ROMAGOSA MILLARES
ALI SHADANLOU
CAROLINA NARANJO
ENRIQUE ORLANDO QUINTERO DELGADO
CARLOS ESPADA COLON
JORGE MENENDEZ
PAUL PEREZ
MICHAEL MONTES DE OCA
MARIA ISABEL CANCEL
Diana Alvarez
Imma Stanford
ELEANA PINO
Marvin Felipe Garcia
Leodi R Sanchez Morales
Henry Felipe
Victor Diaz
FRANCES E AGUILERA
JENNIFER ASHLEY VALDES
Jorge Alberto Valdes
Jorge Alberto Valdes
ANTHONY PETER OLIVERI
FRANCISCO CARLOS BAGUER
Frank Michael Acosta
Lilliam Fernandez
ENRIQUE ALEJANDRO OLAVARRIA
DIONISIO JOSE CHAMORRO
EDUARDO LANTIGUA
FRANKLIN THOMAS GUTIERREZ
GABRIEL FERRA
EDITH L. CACERES
Nelson Hernandez
SINMAN POON
ALEKSANDRA VARGAS
ANA MARIA REBORA DE LUCHAU
GUILLERMO ENRIQUE VERNET
Paola Andrea Bernal Cuevas
Albano Eduardo Paulo

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