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Best financial advisors in Palmetto Bay, FL

Registered advisers within 25 miles of Palmetto Bay, FL.

Offices
1,035
Firms
647
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,200,655 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AUTOMATED FINANCIAL PLANNING, INC.
ARCHER INVESTMENT CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ALHAMBRA INVESTMENT MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
UNDA FINANCIAL AND CONSULTING LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC INSTITUTIONS, INC.
TRUIST ADVISORY SERVICES, INC.

Investors

LINA MARCELA FIGUEROA-GONZALEZ
MANUEL S MIRANDA
Erikamarie Castrillo
Maria A Chiang
RHONDA MARLA KUHN
BARRY SCOTT BROSIUS
JAMES JOHN PHILIPPEAUX
CARROLL THOMAS CLARK
Caleb Alexander Horvat
MANUEL ALEJANDRO DE LA MAZA
Michael Timothy Oliva
STEVEN PATRICK MYERS
Yasser Aristides Logrono
Cisar Ocana
JOSE PABLO CABELLO
JUAN MARCELO PEREZ
JOSEPH YOUNGBLOOD CALHOUN
STEPHEN MERVIN BRENNAN
MARGARITA VICTORIA FERNANDEZ
DAVID ALLAN CHAMBERLAIN
DAVID J UNDA
Luis Reinaldo Roque
EDWARD MARTIN WENGER
JONATHAN STEVEN ORMAZA
ELLIE KENT MILLS
Christian Rodriguez
Marlon C Sobalvarro
DELFIN BLANCO
Alfredo A. Collazo
Edward Lee Jones

Within 25 miles of Palmetto Bay, FL, Best Investors lists 647 registered investment advisory firms with 1,035 offices nearby, managing about $18.2T in combined regulatory AUM across 3,200,655 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 Palmetto Bay

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