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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

ENCORE FINANCE GROUP, L.L.C.
LPL ENTERPRISE, LLC
EDWARD JONES
BAYVIEW ASSET MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
FAMILY AND MONEY MATTERS
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
INVARIANT INVESTMENT MANAGEMENT
LVNA MANAGEMENT LLC
IP FINANCIAL ADVISORY SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
FLORIDA FINANCIAL ADVISORS, LLC

Investors

JOHN ANTHONY LATELLA
MICHAEL J KANE
CARLOS LOPEZ
Christina Chen Blovad
Stalin Tita Miki
Preston Taylor Byrnes
AXEL YUNGMAN
Teofilo Manuel Carbonell
ALAN RANDY STONE
CRAIG JAMES BONNEY
luis daniel negron
Michael James ONeill
Jeffrey JOSEPH Flit
SHANNON THOMAS SULEWSKI
Craig Brown
RYAN TYLER LEONARD
SAMUEL MORADY
ALLAN RICHARD KESSLER
DAVID JAMES LESKO
Robert A Goralnick
Donald Gregory White
ROBERTO J TOROK
BENJAMIN FERNANDO VILCHEZ
Stephen Whitney Clark
Mackenzie Marie Ortega
THOMAS WOODROW MALKASIAN
JASON WAYNE CARTIER
JOSE MORENO DELGADO
WILLIAM F POWERS
JOSE M BORRO
RICHARD ALFIERI
Marcie Hibbs
JUAN MANUEL ORTEGA
ELAINE KING FUENTES
Imma Stanford
Leodi R Sanchez Morales
Taylor Mark Jeziorski
MARC BRADLEY TESCHER
BRIAN IRVING STONE
ERIC DWAIN MATHES
Justin Bryan Raines
JEREMY ALAN SCHINDER
David Tescher
JEFFREY NEIL BLAZE
MAYRELY JANINE FERNANDEZ
JEFFREY SOLODKIN
LESLIE HAROLD ZUCKERMAN
Meghan Alexandra Clancy
WILLIAM MARGOLIS
JEFFREY M STERN
MELINA A DEGELSMITH
KYRIA POPOVITCH D AVILA
JEFFREY SCOTT BRACHFELD
VERNON RAY TWYMAN
BRIAN S PALKOWITSH
JEFFREY PAUL BASIK
GARRET BENSER NORRIS
JONATHAN MICHAEL TURNER
CHARLES EDWARD HOWELL
CIRILO ALEXANDER SUAREZ
RICHARD VEGA
Zachary Jaret
John He
Olivier Chatelus
Alejandro Salas
David Rodak
Mauricio Aguiar Neto
Anthony Bringas
Jose Joaquin Toribio Camilo
Devaryan Gupta
Irvin Dudley Tiu
Joaquin Penelas
Jarrett Weiss
Robert Kinose Birk
Reece Charles Ellison
Jeffrey Crouse
Michael Mayoral
Courtney Whyte
Ricardo Santiago Luna
Tess Elizabeth Tanner
Nicholas Martinez
Pilar Terragni
Sarthak Aggarwal
Darian Fumero
Xi Yang
Adriel Cueto
Gavin Connor Mclnerney
Joseph Antonio Chakour
David Manuel Doddo
Matthew John Abar
Sameer Shehadi
William Antonio Feijoo
Joshua Thomas Betts
Matthew Simon
Virgil Nathaniel Sweet
Julian Alejandro Sanchez
Connor Goodwin
Gaetano Onorato Caruso
Eliana Celine Whitford
Thomas Stephen Dickinson
Emma Grace Parker
Carlos Luis Cruz Fernandez
Nicholas Theodore Pappas
Jacob Michael Blackman
Hunter Austin Payne
Garrett Troy Walker
TIMOTHY Garth LEE
Katherine Derengowski
DYLAN HIMMEL
Stephen Scott Collins
John Ricardo Cheaz
Sean Tyler Bunce
Paul Andres Urdaneta Mendoza
Avery Jane Croxton
Kai Michael Hooks
Reana Renae Schmitt
Guilen Sebastian Brandon
Tzu Chu Day
William Christopher Schmidt
Kaci Michelle Goggans
Dariel Roque
Jared Sharp
Raul David Almendro

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