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Best financial advisors in South Miami, FL

Registered advisers within 25 miles of South Miami, FL.

Offices
1,220
Firms
731
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,204,442 clients when Item 5C has a number
Avg / client
$5.77M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
BRIDGE GENERATIONS WEALTH MANAGEMENT
SURMOUNT VENTURES MANAGEMENT LLC
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
ATLAS GROVE MANAGEMENT LLC
CAMPBELL CAPITAL MANAGEMENT INC
FIRESTONE CAPITAL MANAGEMENT INC
WELLS FARGO CLEARING SERVICES, LLC
ATLANTIC FAMILY WEALTH, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PINE TREE EQUITY MANAGEMENT IV, LP
GROUP U, LLC

Investors

BRIAN DAVID THELEN
EMANUELE GULINO
JAMES ELMER KAERCHER
DAVID MICHAEL JULLIE
BARBARA JEAN RAY
Elisa Ray Schvaneveldt
Michael Eugene Allende
DAVID NEIL SMITH
Raleigh A Smith
MANUEL ALONSO
CHRISTINE MARIE QUINONES-SPURLING
MAYKEL BARRIOS
RONALD KEVIN TEASDALE
ARTURO RUIZ
CARLOS ALBERTO CARBONELL
SEAN PATRICK PRESTON
JERAD O'BRIEN WAGGY
ANTHONY ENGLISH POPPE
David Andrew Wiley
CLAY GILE CAMPBELL
DAVID FONTAINE
Zulay Polanco
Eugenio Miguel Arango
RALPH ROLAND COLIMON
JORGE ANDY AGUILAR
Daniela Alexandra Munoz
RAUL ALFONSO ISERN
Jorge Enrique Hoyos
Jorge Nickiford
ISAAC SHAMAH CHATTAJ
KATHERINE LOUISE HART

Within 25 miles of South Miami, FL, Best Investors lists 731 registered investment advisory firms with 1,220 offices nearby, managing about $18.5T in combined regulatory AUM across 3,204,442 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 South 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