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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

GUITIAN WEALTH MANAGEMENT, LLC
J.W. KORTH & COMPANY
UBS FINANCIAL SERVICES INC.
J.P. MORGAN SECURITIES LLC
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
INVENIO WEALTH PARTNERS, LLC
FOREM INVESTMENTS LLC
STONECREST ADVISORS, INC.
DIVISADERO STREET CAPITAL MANAGEMENT, LP
OBION CAPITAL MANAGEMENT LP
AZORA CAPITAL LP
ARAGON GLOBAL MANAGEMENT, LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HK MANAGEMENT LLC
POWELL INVESTMENT ADVISORS, LLC
CLOCKWORK MANAGEMENT LLC
CANVAS CAPITAL MANAGEMENT LLC

Investors

ISRAEL GUITIAN
KARL GREGORY GERASIMOV
JAMES WILDER KORTH
Arlyn Kalka
BRUNO MARTINS MIRANDA
CHARLES LAMELA
LUIS JAVIER LOBOGUERRERO
CORALIA MARIA BONILLA
CLARA LUZ ALICEA
ROGER OJOPI
CLAUDINE MARIE CHOQUETTE
MARISOL COLOMER
BRUNO PUCCI MARIANO
Roberto Reyes
ANA SOFIA DOMINGUEZ
BOR ALEXANDER VAN DER WEERDEN
Carolina Maria Stolagli
MARIA ISABEL PATINO-RODRIGUEZ
VICTORIA EUGENIA CORDOBA MARIN
ALVARO A MAYORGA
JORGE BALAGUER
JOSE M RODRIGUEZ RODRIGUEZ
JORGE CLAYPOLE
Cristobal Flanagan Margozzini
Otto Ivan Ballesteros
Ariel Morales Reyes
Eduardo Carrera
Marcos V Takeda
Gideon David Carmeli
Pietro Possenti
MARIA LAURA CAPUTTO
Gregoire Coudert
Maria Ximena Oliva
Mauricio Jose Solorzano
INIGO TORRES LIVIANOS
Leandro Geraldo do Nascimento Antonaccio
Andres Vicente Sanchez
JORGE LUIS GOMEZ
MARY HELLEN MIZZELL
IVIS HERNANDEZ
PETER BAECHLER
Roberto Teofilo
JULIANA VICTORIA
MARIANA CARDENAS
ROGELIO EDUARDO FERNANDEZ
RAUL Felipe CELADA Arguelles
MAITE VERONICA BLANCO
KELVIN ARTURO PENA
GONZALO CASTANO
ADRIANA S. MOLINA
MARIANELA DEL VALLE
RICARDO PINTADO CARAVITA
ERIKA MISHA BLUDAU
OLIVIA FERNANDEZ PEREYRA
Mercedes Patricia Gardner-Gomez
RICARDO BARRERA VILLAR
CARLOTA ISABEL MACHADO
MARIA I VAILLANT
EUGENIO ALBERTO PERMUY
CAROLINA VICTORIA COSCULLUELA
MARI ZAYAS-BAZAN
GUADALUPE ABRIL
THOMAS GOESSELE
CHARLES JEFFERSON MAY
FELIPE LOBOGUERRERO
MILADE KAIK
DENISE A. ALVAREZ
DAVID H FIESTAL
CARLOS EMILIO ARGUELLO
NELSON VIEIRA BARREIRA FILHO
RICHARD KINKADE JR.
STEPHANIE ASCOLI
DANILO B. LACAYO
CECILIA FAGUNDES
THOMAS EARL ATKINSON
MILTON S JIMENEZ
MARILYN BUSTILLO
GERMAN ANTONIO RAMIREZ DE ARELLANO
WILLIAM ANDRES GOMEZ-MOLLER
GEORGE CHIESA
CHRISTIAN A SAPORTA
GUSTAVO ANDRES GRINBERG
LISANDRA GIL
ANDRES FELIPE CASTRO RINCON
Jesus Adrian Plascencia
Alvaro Andres Gomez-Mena
Alejandro Javier Machado
Nicholas C Tavares
Alexandra Misha Ramirez
OLIVER DOW
Luzi Sommer
Andres S Archbold
Nikolas Anthony Rakic
Bruno Landscheck Guzzo
Milan Harasic Vega
Delvis Dominguez
Juan Antonio Sanchez Brana
GUSTAVO CARLOS CIVETTA
ANTONIO GIORGETTI
JESUS ALFONSO VALENCIA ROMERO
MARITZA CARDENAS
ALEXANDRE F ULVERT
FEDERICO JOSE ARROSA
GLORIMAR CHIROLDES PORRAS
LEONARDO BORGES OLIVEIRA
CARLOS D CABAL
DIANA LOUISE LOPEZ
Cinthya J Lock
MARILIN D DIAZ PEREZ
JASON TABARES
IGNACIO DEL CARRIL
LUISA FERNANDA BEDOYA
EDUARDO CRUZ
EDUARDO VERGARA
CHRISTIAN JAVIER LLOREDA GARRATON
RAUL PREVITALI
Yakim Corral Flores
Andres Jury Masvidal
Joseph v Perez
Carlos Emilio Arguello
Valentina Candiales Fortoul
Edmur Ribeiro
EMILIO ARGUELLO
MARIBEL GONZALEZ CASTILLO
ALEJANDRO CYRUS GUTIERREZ TABOR
Alessandro Annese
Jenniffer Alejandra Castillo
Bautista Duhour
RICARDO ALBERTO GONZALEZ
FRANCO J. ESTRADA
Santiago Urrutia Ruiz
ANNICK IWANOWSKI
STEPHEN SCOTT SCHAEFER
MERYL DEBRA BENYUNES SPIGELMAN
PATRIC MESOT
Juan Luis Rivera
CLAUDIA KLUGH
AGUSTIN SOLA
Joan Elizabeth Madriz
Adam Martin Thebeau
ALAX GITTLER
KRISTEN LEIGH LILLER
Steven Ponce De Leon
BEVERLY SUE STEINBOOK
Marisol Espinosa
Veronica Salazar
Miguel Rodriguez
DANIEL MACHADO
TAYLOR MILTON GANG
DEANA LYNN KELLY
MATTHEW A MCGRATH
LANE MCMASTER JONES
BRETT DAVID HOROWITZ
ROXANNE LOUISE ALEXANDER
MARCOS ANDRES SEGRERA
Michael Richard Antczak
KATHERINE SOJO-TRUJILLO
MICHAEL CLARK WALSH
Joseph M Tribuiani
Alejandro Javier Ruiz
MARCUS CARBAJAL
ASHER BLAKE CARRELL
STEVEN MICHAEL FOLDES
MICHAEL DEAN HOEFLINGER
DAVID LEE GARCIA
JOSHUA DANIEL MUNGAVIN
FLAVIO GUILLERMO LANDIVAR
ANNE ELISE BEDNARZ
AARON KATSMAN
ANTONIO NMN CAMEJO
NORA CAMEJO
JOYCE KRISTINA MOORE
DOUGLAS ALAN GOLDSTEIN
NANCY JOSEFINA BAQUERO JIMENEZ
RICARDO JOSE LARRAZABAL
Christina Hudson
JOSEPH Amado FERNANDEZ
FREDDY JOSE MARTINEZ
Michele Alessandro Di Carlo
ANTONIO SALVADOR BAUZA
MARCEL PELEGRIN
TODD JORDAN GROSS
JESSE AARON WACHS

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