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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

TIEMPO CAPITAL PARTNERS
APEX INVESTMENTS MANAGEMENT US, LLC
SOL FINANCIAL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LOYOLA ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BRADESCO GLOBAL ADVISORS
AXXES ADVISORS I LLC
AXXES ADVISORS LLC
FINANZ BUTIK CAPITAL MANAGEMENT, LLC
INSIGNEO ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
LYNX ADVISORY PARTNERS
RIWM, LLC
AEGIS CAPITAL CORP.
AMERITAS ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

JOANNA ESPASAS
ALEXANDRA MARIE VALENTIN
Enrique Viyella
PHILIP GEORGE HACKLEMAN
JUAN CARLOS FREILE FRANCO
Anthony Al Nasser
John Joseph Pitlosh
BRETT C FINGERHUT
Robert Gordon
Louis Feldman
Santiago Joaquin Castillo
ALVARO RAMON CASTILLO
FERNANDO JOSE CASTILLO
GREGORY LYNN PLANCK
JEANNINE MICHELLE GARCIA
SERGIO VIZINTAS ESTEFANO
Henrique Ponse Cardoso
DULCE MARIA GALINDO GNIBUS
MAURICIO FRANCO GOULART DA CUNHA
Manuel Alejandro De Pena
Fernando Moscoso Leal
GUILHERME PORFIRIO FERLA
MARCO ANTONIO VIEIRA SADALLA
RAPHAEL AUGUSTO FREITAS
DANIEL DRAGONE
Luiza Bassuma Alonso
Gabriel Ignacio Osio Smith
Eiji Aono
DANIEL MARQUES PEREIRA
Nestor J Lopez
Eduardo Da Silveira Gomes
Luis Felipe Thomaz Henriques Oliveira
GABRIEL MENDES DE OLIVEIRA
Victor Queiroz Santos
Giuliano Andrei Jardim Cristofano Dal C M
Felipe Dabbah
Lucas Goncalves
Maria Eduarda Regino
DOUGLAS GUIDELI
Marcos Vinicius Rodrigues Vivacqua
JANEL VIDAL PEREZ
LUIZ DAVID AZAMBUJA
ELIAS FAKHOURI
JOHN EDWIN HEALY
STEPHANIE MARIE CABRERA
KRISTINA CABRERA
CRISTINA BEATRICE MENDEZ
JOSE OMAR RODRIGUEZ
LILIAN CRISTINA PEREZ
MARIELA MAY
Laura Poo
JUAN ANDRES MENDOZA
DIEGO CASTILLO ESCORIAZA
MARIANO FEDERICO SCANDIZZO
REYNALDO HELLMUND
CARLOS MANUEL ASILIS
RODOLFO APONTE
JOHN MICHAEL HOLIAN
MIGUEL GONZALEZ DE CASTILLA
Ernesto Del Rio
Gonzalo Montero
JOSE EDUARDO TORRES MARTINEZ
ARTURO GABRIEL RODRIGUEZ
ARTURO JESUS RODRIGUEZ DIAZ
JOHN ELIAS CALLES
BRIAN JAMES SEITS

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