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Best financial advisors in Surfside, FL

Registered advisers within 25 miles of Surfside, FL.

Offices
1,562
Firms
847
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,517 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

INDUSTRIAL DEVELOPMENT FUNDING LLC
OSPREY CAPITAL MANAGEMENT CORP.
DIS MANAGEMENT COMPANY
CAMERONDOWNING, INC.
TLS ADVISORS LLC
THE FAMILY OFFICES GLOBAL VENTURES INC.
ASYMMETRY POINT CAPITAL LLC
CIFC INVESTMENT MANAGEMENT LLC
ARTIA GLOBAL PARTNERS LP
CIFC PRIVATE CREDIT MANAGEMENT LLC
CIFC ASSET MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BRIGHTLINE CAPITAL MANAGEMENT, LLC
VALLEY FORGE CAPITAL MANAGEMENT
MGM INNOVA CAP MANAGEMENT LLC
BANCO DO BRASIL SECURITIES LLC
POOLIT FUND MANAGEMENT, LLC
IWM
WAVESLICE FUND

Investors

CHRISTIAN MICHAEL CAMERON
GLENN J DOWNING
JONATHAN GARSON CAMERON
SAM LUBY
STEVEN ARCH
KATHLEEN SEMAAN
T.J. ARCH
JESUS ENRIQUE GONZALEZ NAVARRO
Julio Cesar Suarez
Karla Goncalves Silva
Barbara Dettmer
Francisco Javier Mejia
Maria Estibaliz IncerRomeo
Ana Regina Mota
Fabio Luis Rios Nogales Garces
Raoni Kanato Lima Silva
Helio Hashimoto
VANESSA KELLER DIAS
Rodrigo Noschese
Bernardo Martins Ribeiro de Araujo
Mohamed Lebda

Within 25 miles of Surfside, FL, Best Investors lists 847 registered investment advisory firms with 1,562 offices nearby, managing about $19.4T in combined regulatory AUM across 3,315,517 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 Surfside

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