Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Aventura, FL

Every SEC-registered investment adviser representative at a Morgan Stanley office in Aventura, A to Z.

104 registered advisors work at Morgan Stanley in Aventura, out of 22,085 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 104 are also registered broker representatives.

Morgan Stanley advisors in Aventura, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in other cities

New York, NY 2,203Chicago, IL 619Purchase, NY 589Atlanta, GA 449San Francisco, CA 448Miami, FL 437Boston, MA 368Houston, TX 320Tampa, FL 308Alpharetta, GA 302Morristown, NJ 258Dallas, TX 239Washington, DC 219Garden City, NY 210Los Angeles, CA 208

Other firms in Aventura

All Aventura advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Wells Fargo Clearing Services, LLC 14Activest Wealth Management, LLC 10J.P. Morgan Securities LLC 8Evolution Wealth Advisors, LLC 7Hsbc Securities (USA) Inc. 7Charles Schwab & Co., Inc. 6Citigroup Global Markets Inc. 5Cv Advisors LLC 5LPL Financial LLC 5Omnia Family Wealth, LLC 5Valley Wealth Managers, Inc. 5

Questions

How many financial advisors does Morgan Stanley have in Aventura?

104 investment adviser representatives are registered at Morgan Stanley offices in Aventura, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 104 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Aventura?

Morgan Stanley ranks number 1 in Aventura by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (37).

How do I check a Morgan Stanley advisor in Aventura?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Morgan Stanley office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.