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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

FARTHER
UNDA FINANCIAL AND CONSULTING LLC
FINOTIFY
WELLS FARGO CLEARING SERVICES, LLC
SOUND INCOME STRATEGIES, LLC
HELLER PRIVATE WEALTH
MORGAN STANLEY
EDELMAN FINANCIAL ENGINES
TOBIAS FINANCIAL ADVISORS
KINGSVIEW WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
AZURE CAPITAL PARTNERS LP
PROVENANCE WEALTH ADVISORS
KRAKEN ADVISER LLC
VAQUITA SUN, INC.
CORIENT
EDWARD JONES

Investors

Charles Cleveland Thomas
DAVID J UNDA
Cisar Ocana
JOSE PABLO CABELLO
JEFFREY DEAN BLISS
Carmen A Vasquez
RICARDO M KENT
CHRISTOPHER UPTON
GLENN MICHAEL SABATH
CHRISTOPHER CARL RAILEY
JOSE DANIEL LARIN PARKER
Ethan Bashan
Raymond Alexander Jackson
Vladimir Tranquille
Agustin Hays
JACKIER O HURTADO
EGERTON FITZHUGH BULLOCK
PILAR ESTRELLA
ESTRELLA ELBAZ
MATIAS VALDES
JUDITH G QUINONES
CLAUDIA MARIA PALOMBO
OLGA MIRSKY
ANTHONY WAYNE TORTORIELLO
GILIANE V CANNAVO
COREY JON ENGELHARD
ERIC JASON LEVY
JULIE MORRIS AXELROD
TIRSO LUIS MORALES
Kiersten J Large
MARIANNE RESUE
JEAN PIERRE LEMOINE
Tiany Anayanty Eversley
JESSICA Denise CESAR LOPEZ
HOPE CATHERINE TUROCK
LINH NGUYEN
KEYLANA B NEMNICH
Emily Nicole LaDow
ANGELO JOSE DHANPATH
Maya Tzur
John M Hays
AIXA ROSADO
BRETT GOETZ
SANDRA LORENA MARINO
WILLIAM KAISER FISCHER
ANDRES FALLON
Jackeline Coronado-Chaverra
ALIX ALEXIS
ANDREA RODRIGUEZ
Adam E Silberfeld
Manuel Kent
ROBERT PERRY KLEIN
PAMELA ANN REGIN
WILLIAM MARTIN MERRIGAN
Nicholas James Ferraro
MARKEITH ANTHONI ROWLEY
ADAM I KARRON
MICHAEL GNEFKOW
URSULA STEPHANIE AUGER
Francheska M Ruiz
MATTHEW DAVID SANEHOLTZ
EDZAI K CHIMEDZA
CHARLES JOHN NESMITH
YESENIA REALEJO
Chad Williamson
MARIANELA NMN COLLADO
Franklin G Gay
TERRY LEE MORRIS
CHAD M TOURIN
RICHARD STERLING PRICE
NEAL AARON SLAFSKY
DANIEL CARLOS RODRIGUEZ
HEATHER BUCKRIDGE
KEVIN JOHN WOODCHEKE
KAREN PENA
WILMER ERNESTO FERNANDEZ DOMINGUEZ
Diego Hernan Morcillo
Miguel Rodriguez
DANIEL MACHADO
Thomas Joseph Scanlan
MARTHA SWAIN
SCOTT RICHARD MONTGOMERY
BRENDAN THOMAS HAYES
SEAN THOMAS DEVINEY
JOSEPH KARL
SHANE DAVID PHILLIPS
William Charles Dahm
TODD ANTHONY MOLL
JAMES EDWARD KUNKEL
ERIC PAUL ZEITLIN
Kathleen Graham Marteney
LEE FREDERICK HEDIGER
Augusto Jose De Luna
Evan Dunayer
DONNA SUE SANTANGELO
Kevin David Hurley
JOSEPH DAVID FORSYTH
MARK JEFFREY BANIEWICZ
MATTHEW PAUL CASSANO
Zachary Mignacca

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