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Best financial advisors in Miami, FL

Registered advisers within 25 miles of Miami, FL.

Offices
1,801
Firms
974
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,415,157 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
VALLE FINANCIAL GROUP
OSAIC WEALTH, INC.
MARINER INDEPENDENT
MENDOZA PRIVATE WEALTH
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
OSAIC INSTITUTIONS, INC.
FUNDVIEWS CAPITAL, LLC
EAGLE STRATEGIES LLC
FORTIS PRIVATE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC

Investors

Daniela P. Monnott
HECTOR FERRAN
MARIANA A DURANTE
Gilberto M Rivera
Eri Sierra
Samuel Mondelo
Nancy Margarita Severino
JAVIER J CONTRERAS
Guillermo Javier Gallegos Binder
CHRISTOPHER THOMAS BRADY
Mayelin Alvarez
ANTONIO ENRIQUE ALBISTU
IVAN MIGUEL MENDOZA
DANIEL LEWIS TASCIOTTI
Patricia Luis Molina
ERIC JOSE GARCIA
DIANA Soto
Victoria Mercedes Aprano
Jiri Iglesias Farinas
LOURDES MIREYA CALAS
LOYDA YELITXA MOLINA-PAGAN
YUDIT SILVEIRA
LETICIA LAURA SANTIAGO
JOHN MICHAEL HOLIAN
AZURY PUIG

Within 25 miles of Miami, FL, Best Investors lists 974 registered investment advisory firms with 1,801 offices nearby, managing about $21.8T in combined regulatory AUM across 3,415,157 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

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