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Best financial advisors in Sunny Isles Beach, FL

Registered advisers within 25 miles of Sunny Isles Beach, FL.

Offices
1,594
Firms
858
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,632 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

NEWEDGE ADVISORS
LUMERITY CAPITAL MANAGEMENT, LLC
PL3 CAPITAL LP
MULTIVERSE INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
A FIN MANAGEMENT LLC
BLUMBERG CAPITAL, L.L.C.
DWIGHT SECURITIES MANAGEMENT LLC
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
OMAHA BEACH CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
GOALFOCUS FINANCIAL, LLC
VANTAGE WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
OMNIA FAMILY WEALTH, LLC
PNC WEALTH MANAGEMENT LLC

Investors

IRIS JOY ROTH
FRANCIS WILLIAM LANG
Steven Ferrari
ALIONA LOZINSCHI
Anastasiya Yuryevna Soldatova
Robert F Killinger
JUAN ANTONIO MIJARES
TERESA TANG CHAN
John A Estrella
MARIA C ROMANOWSKI
Anne Christine Rochael
ALLAN DANIEL BABAIAN
RAJ ASHOK RAGHANI
KEVIN WILLIAM WOLNIK
ROMAN FURMAN
Alon Ozer
Lawrence Andrew Muscant
MICHAEL SCOTT WAGNER
IVAN ORLANDO HERNANDEZ
STEVEN ALAN WAGNER
ALVARO VILLACRES

Within 25 miles of Sunny Isles Beach, FL, Best Investors lists 858 registered investment advisory firms with 1,594 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,632 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 Sunny Isles Beach

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