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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Miami Beach, FL

Every SEC-registered investment adviser representative at a firm office in Miami Beach, with the firms that employ the most of them.

The short answer

96 registered advisors work in Miami Beach; the most are at Citigroup Global Markets Inc. (7). 9 list the CFP designation and 59 are also registered broker representatives.

Firms with the most advisors in Miami Beach

FirmAdvisors in Miami Beach
Citigroup Global Markets Inc. news7
Rose Capital Advisors, LLC7
Morgan Stanley news6
J.P. Morgan Securities LLC news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Stifel, Nicolaus & Company, Incorporated news4
Dhody Investment Group3
Wells Fargo Clearing Services, LLC news3
Glassbead Capital Management LLC2
LPL Financial LLC news2
Ohiggins Asset Management Inc.2
Robin Capital Group LLC2
Thomas J. Herzfeld Advisors, Inc.2
UBS Financial Services Inc. news2
Valic Financial Advisors, Inc.2
Wells Fargo Advisors Financial Network, LLC news2
Absolute Investment Advisers, LLC1
Advocacy Wealth Management, LLC1
Ae Wealth Management, LLC1
Allegiant Financial Advisors, LLC1
Aristotle Atlantic Partners, LLC1
Buckley Capital Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Capital Financial Planners LLC1
Diversified Capital Corp.1

Advisors in Miami Beach, A to Z

CFP advisors in Miami Beach →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Miami Beach, FL?

96 investment adviser representatives are registered at firm offices in Miami Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 59 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Miami Beach?

Citigroup Global Markets Inc., with 7 registered advisors in Miami Beach, followed by Rose Capital Advisors, LLC with 7.

How do I check a financial advisor in Miami Beach?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.