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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

SOLIDUS ADVISORS LLC
MANGO CAPITAL LLC
HOLISTIC ASSET MANAGEMENT, LLC
EUROCAPITAL ADVISORS, INC
LOOP CAPITAL ASSET MANAGEMENT
CREO CAPITAL PARTNERS MANAGEMENT LLC
RIVET VENTURES MANAGEMENT, LLC
GERMANA CAPITAL LLC
LPL FINANCIAL LLC
UCAP AMERICAS
VONTOBEL SWISS FINANCIAL ADVISERS
WESTMINSTER FINANCIAL ADVISORY CORP
OSAIC WEALTH, INC.
MARINER INDEPENDENT
GABLES CAPITAL MANAGEMENT, INC.
LMPG WEALTH ADVISORS, LLC
GOI

Investors

Eduardo Ignacio Sacco Perez Sosa
JASON ESTRADA
Gonzalo Eduardo Maciel Perroni
PABLO ALONSO
Richard Thaddeus Deary
Fernando Christian Germana
JEAN CARLOS COLETTA
Sean Michael Mullervy
EMMANUEL M CASUSCELLI
PATRICIO DIEZ ROMERO-VALDESPINO
Victor Manuel Cuenca Barrero
JOAO RAUL DECASTRO
Gabriel Enrique Mueller
EDWARD REED LAUGHLIN
Guillermo Javier Gallegos Binder
CHRISTOPHER THOMAS BRADY
Mayelin Alvarez
Alec Michael McKenna
JUDITH ELLEN NEIWIRTH
ERIC MICHAEL MCKENNA
PRZEMYSLAW Jacek GRZYWACZ
Ariana Sher
RAKESH KHILNANI

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