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Best financial advisors in North Miami, FL

Registered advisers within 25 miles of North Miami, FL.

Offices
1,575
Firms
845
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

ANIMO VENTURES LLC
PFS INVESTMENTS INC.
ATOMIC MANAGEMENT COMPANY, LLC
ATOMIC LABS
EIGHTFOLD REAL ESTATE CAPITAL, L.P.
DOWNTOWN WEALTH STUDIOS, LLC
SEAE VENTURES, LLC
AMIDA WEALTH ADVISORS, LLC
SHAOLIN CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BE MORE ADVISORS, LLC
JASPER STEWARD
CAPTRUST
O'LEARY VENTURES MANAGEMENT, L.P.
BRICE FINANCIAL ADVISORS INC
STATE FARM INVESTMENT MANAGEMENT CORP.
SYNOUVO WEALTH MANAGEMENT, LLC
GBS GROUP

Investors

BERNIE MENA
ELISABET ANA RAMOS
Joseph Christopher Cefalu
Gilberto M Rivera
ALFREDO NMN PARADA
LUDWIG XAVIER VON LIGNAU
ALEXANDER BRICE NELSON
Yamelys Santana
SERGE LOUIS
Jorge Enrique Fernandez
Anastasiya Zaytsev

Within 25 miles of North Miami, FL, Best Investors lists 845 registered investment advisory firms with 1,575 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 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