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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

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPTRUST
DINERAZO INC.
FLAGSTICK CAPITAL PARTNERS LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC
SUGAR FREE CAPITAL MANAGEMENT COMPANY, LLC

Investors

Jonathan Phillip Macy
Dionne Annmarie James
Stephen Harold Schott
CARLOS MANUEL ABREU
Daniel Gonzalez
James Lewis Boruff
TISHAWA WEDASEMARYAM HOWARD
CORNELIUS B LECOUNTE
TIFFANY NOREEN THORNE
ROBERTO TORRES
Hazel Aguilar
William Zuluaga
JORGE LUIS MARTINEZ
JOSE LAZARO MENDEZ
EDUARDO COHEN
ALEXANDER NAVARRO
LEE LEVY
MEI WON MOY
REBECCA CHRISTINE EPPERLY
EDWARD JOSEPH COHEN
JOSE FINCHELTUB
ANIBAL ALVARADO
Christian Hernandez
ORLANDO JOSE STHORY

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