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Best financial advisors in Miami Beach, NJ

Registered advisers within 25 miles of Miami Beach, NJ.

Offices
63
Firms
38
Combined AUM
$9.10T
Firm-wide filings, not assets booked only here
Clients
2.25M
2,249,107 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

OXLEY CAPITAL MANAGEMENT, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WORLD INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
PRIVATE ADVISOR GROUP, LLC
MADISON AVENUE SECURITIES, LLC

Investors

JOHN MICHAEL OXLEY
Donna L. Ferren
KEVIN MICHAEL FARRELL
ROBERT PATRICK GLEASON
MATTHEW ROBERT MENKE
AMY BETH DRISCOLL WEINBERGER
Allison K Kruse
Jacqueline Fulginiti Fiore
GREGG BENJAMIN REICH
CHRISTOPHER JAMES SHOEMAKER
ASHLEY NICOLE MOORE
MARK H ROSZKOWSKI
HEATHER M CRIPPS
MICHAEL DENNIS DE MARCO
TOD DONALD SHOFFLER
JOHN JOSEPH CROSBY
MICHAEL ALBERT KOSUP
DONALD WAYNE ROBBINS
EVAN HERRING
MATTHEW KINARD GLENN
Dennis Pelaez-Robles
Sarah K Schall
Eric K Duca
MICHAEL PAUL CAPRIOTTI
THOMAS J. FITZPATRICK
Diane Ellen Beamer

Within 25 miles of Miami Beach, NJ, Best Investors lists 38 registered investment advisory firms with 63 offices nearby, managing about $9.10T in combined regulatory AUM across 2,249,107 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 Miami 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM