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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

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
NEIL JESANI WEALTH MANAGEMENT
OSAIC WEALTH, INC.
ARETE WEALTH ADVISORS, LLC
BOLTON SECURITIES CORPORATION
TRAJAN WEALTH, L.L.C.
TD PRIVATE CLIENT WEALTH LLC
EAGLE STRATEGIES LLC
PARK AVENUE SECURITIES LLC
IMPERIAL FUND ASSET MANAGEMENT LLC
AUTOMATED FINANCIAL PLANNING, INC.
ARCHER INVESTMENT CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

BRUCE J KATZ
STEVEN PATRICK MYERS
Yasser Aristides Logrono
Chadia Nemr Ghanem
JAMES VINCENT DEBEVEC
TRAVIS GEORGE BENOIT
NURDIN HASAMBHAI JESANI
BRANDON SCOTT JUDAS
ANDREW J CONSTANTINIDES
SIDDHARTH SINHA
MATTHEW THOMAS BOSWELL
DERRICK KYLE HOBBS
JOSEPH DARREN DOGANIERI
SKIP A AMES
CHRISTOPHER SHAWN EILERS
ADAM PRESNEY GONZALEZ
ERNESTO AMENGUAL
MAIGUALIDA LANZETTA GOMEZ
JORGE ENRIQUE AGUERREVERE SANCHEZ
LEONARDO TEDESCHI
MILTON CEOTTO
Guilherme Luperi Guerra
Miguel Rodriguez
DANIEL MACHADO
Michael Anthony Marinelli
GUY PIERRE
Andre Jeboo
Milagritos Cecilia Sosna
JONATHAN BASS
LORRAINE HERNANDEZ FORBES
MICHAEL ROBERT MCCABE
RAMON HERNANDEZ
KENYA DERODERICK MCCARTY
Zanneisha Morrison
Karlene Andrea Mullings
Peter Triolo
Guillermo Hernandez
THOMAS ALLEN CHRISTENSEN
ANNETTE J BLAIR
EVELYN MONPING TAI
Ricardo Wilson Reyes
RUSBEL TRUJILLO
RICHARD ADRIAN ST JOHN
Antonio Naddeo
ROBERTO RECINE
EHAB ABDALLA
EULETTE CARMELL EDWARDS
DENNIS KEITH KING
STEVEN GARY WEINKLE
GERARD ANTHONY ROCCHI
DAVID JOSEPH RAY
DANIEL J NELSON
Julio Soria
DANIEL FERNANDEZ
Iurii Nosenko
Jared Alexander Neale
RHONDA MARLA KUHN
BARRY SCOTT BROSIUS
JAMES JOHN PHILIPPEAUX
CARROLL THOMAS CLARK
Caleb Alexander Horvat

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