AdvisorCensus / Financial advisors / Florida / Miami, FL / Fidelity Investments
Financial advisors in Miami, FL using Fidelity Investments
58 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| A&M Private Wealth Partners, LLC | West Palm Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Activest Wealth Management, LLC | Aventura | SEC-registered investment adviser | $1 billion to $5 billion |
| Alhambra Investment Management LLC | Palmetto Bay | SEC-registered investment adviser | $100 million to $500 million |
| Anchor Wealth Management Group LLC | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Archpoint Investors | Coral Gables | SEC-registered investment adviser | $1 billion to $5 billion |
| Bassam Wealth Management, LLC | Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Benchmark Financial Wealth Advisors LLC | Boca Raton | SEC-registered investment adviser | $500 million to $1 billion |
| Bridge Generations Wealth Management | South Miami | SEC-registered investment adviser | $100 million to $500 million |
| Brightside Capital Partners LLC | Lantana | SEC-registered investment adviser | $100 million to $500 million |
| Campbell Capital Management Inc | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Cantata Wealth Management, LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Cayside Partners | Jupiter | SEC-registered investment adviser | $100 million to $500 million |
| Ceeto Capital Group, LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Center for Asset Management, LLC | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| Colbert Investment Management Co | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Convergence Investment Partners, LLC | Palm Beach Gardens | SEC-registered investment adviser | $500 million to $1 billion |
| Corient | Miami | SEC-registered investment adviser | Over $5 billion |
| CS Advisors Inc. | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Dakota Wealth, LLC | Palm Beach Gardens | SEC-registered investment adviser | Over $5 billion |
| Daybright Advisory Services, Inc. | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Element Pointe Family Office | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Facet | West Palm Beach | SEC-registered investment adviser | Over $5 billion |
| Fairholme Capital Management, L.L.C. | South Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Designs Wealth Management | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Florida Atlantic Securities Corp. | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Fusco Financial Services Inc | Wilton Manors | SEC-registered investment adviser | $100 million to $500 million |
| Gentrust | Miami | SEC-registered investment adviser | Over $5 billion |
| Global Trust | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| Global Trust Wealth Management LLC | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | SEC-registered investment adviser | $500 million to $1 billion |
| Guerra Wealth Advisors | Miami | SEC-registered investment adviser | $100 million to $500 million |
| GWN Securities Inc. | Palm Beach Gardens | SEC-registered investment adviser | $1 billion to $5 billion |
| IMZ Advisory Inc. | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Ingham Retirement Group | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Inlet Private Wealth, LLC | Jupiter | SEC-registered investment adviser | $500 million to $1 billion |
| Kaufman Rossin Wealth, LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Kovack Advisors, Inc. | Ft. Lauderdale | SEC-registered investment adviser | Over $5 billion |
| Matters Capital LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Meira Wealth | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Merited Wealth, LLC | North Bay Village | SEC-registered investment adviser | $100 million to $500 million |
| MG&A Wealth | Plantation | SEC-registered investment adviser | $1 billion to $5 billion |
| Nexwealth LLC | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Palm Wealth Partners | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Poinciana Advisors Group, LLC | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| Premia Global Advisors, LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Primoris Wealth Advisors, LLC | North Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Red Reef Advisors LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Rivernorth Capital Management, LLC | West Palm Beach | SEC-registered investment adviser | Over $5 billion |
| Sanctuary Advisors, LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| Slatestone Wealth LLC | Jupiter | SEC-registered investment adviser | $1 billion to $5 billion |
| Slavic Mutual Funds Management Corp. | Boca Raton | SEC-registered investment adviser | $1 billion to $5 billion |
| Smartx Advisory Solutions | West Palm Beach | SEC-registered investment adviser | Over $5 billion |
| Sound Income Strategies, LLC | Fort Lauderdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Tiempo Capital Partners | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Tremblant Capital Group | West Palm Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Whalerock Point Partners, LLC | West Palm Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Zega Investments, LLC | Palm Beach Gardens | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Miami, FL using Fidelity Investments. https://advisorcensus.com/advisors/fl/miami/custodians/fidelity https://advisorcensus.com/advisors/fl/miami/custodians/fidelity