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Best financial advisors in North Bay Village, FL

Registered advisers within 25 miles of North Bay Village, 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

GUARDANT WEALTH ADVISORS LLC
CLOUT CAPITAL
DEFIANCE ETFS, LLC
INCA INVESTMENTS, LLC
DATA ANALYTICS CAPITAL LLC
CAPITAL CLIENT GROUP, INC.
AMERAUDI ASSET MANAGEMENT, INC.
HDQ WEALTH
EUROCAPITAL ADVISORS, INC
LOOP CAPITAL ASSET MANAGEMENT
CREO CAPITAL PARTNERS MANAGEMENT LLC
RIVET VENTURES MANAGEMENT, LLC
GERMANA CAPITAL LLC
LPL FINANCIAL LLC
UCAP AMERICAS
VONTOBEL SWISS FINANCIAL ADVISERS
WESTMINSTER FINANCIAL ADVISORY CORP

Investors

Maclovio Pina-Velasco
FLAVIO NMI CARRILLO
Daniela Mendez
LADYANNE CASTELLANOS
DANIEL EDUARDO LIMA
JUSTIN JOHN MLODZINSKI
PABLO ALONSO
Richard Thaddeus Deary
Fernando Christian Germana
JEAN CARLOS COLETTA
Sean Michael Mullervy
EMMANUEL M CASUSCELLI
PATRICIO DIEZ ROMERO-VALDESPINO
Victor Manuel Cuenca Barrero
JOAO RAUL DECASTRO
Gabriel Enrique Mueller
EDWARD REED LAUGHLIN

Within 25 miles of North Bay Village, 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 North Bay Village

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