AdvisorCensus / Financial advisors / Florida / Miami, FL / JPMorgan Chase
Financial advisors in Miami, FL using JPMorgan Chase
62 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1818 Private Client Group, LLC | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| 1823 Partners (US) LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| AB2 Capital Partners LLC | Hollywood | SEC-registered investment adviser | $1 billion to $5 billion |
| Activest Wealth Management, LLC | Aventura | SEC-registered investment adviser | $1 billion to $5 billion |
| Alianza Corp. Investment Advisor | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Allaria Asset Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Allie Family Office LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Alpine Associates Management Inc. | Palm Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Althum Advisors LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Alti Wealth Management (US International), Inc. | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Angelus Investment Consulting, Inc. | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Archpoint Investors | Coral Gables | SEC-registered investment adviser | $1 billion to $5 billion |
| Arga Investment Management, LP | Miami | SEC-registered investment adviser | Over $5 billion |
| Axxets WM | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| Bigsur Partners, LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Black Toro LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Bulltick Wealth Management, LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Centrica Wealth Management | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Chronos Capital Advisors LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| CV Advisors LLC | Aventura | SEC-registered investment adviser | Over $5 billion |
| Deerpath Capital Management, LP | Fort Lauderdale | SEC-registered investment adviser | Over $5 billion |
| Dudley & Shanley, Inc. | Palm Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Evolution Wealth Advisors, LLC | Aventura | SEC-registered investment adviser | $1 billion to $5 billion |
| Finaccess Advisors LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Fora Capital, LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Founders Family Office | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Futura Asset Advisors LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Galapagos Advisory LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Gentrust | Miami | SEC-registered investment adviser | Over $5 billion |
| Global Kandor Advisors, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| GQG Partners | Fort Lauderdale | SEC-registered investment adviser | Over $5 billion |
| Greenwood Family Advisors LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| H.I.G. Capital, LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| Ikalon Advisors LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| In on Capital | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Inveris US LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Legacy Beyond Wealth LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Wealth Advisors, LLC | North Miami Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Lynx Advisory Partners | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Martin Investment Management, LLC | Palm Beach Gardens | SEC-registered investment adviser | $500 million to $1 billion |
| Meridiana | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Meteora Capital, LLC | Boca Raton | SEC-registered investment adviser | $1 billion to $5 billion |
| MMBG Investment Advisors Co. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Numa | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Oceanis Financial Advisors, Inc. | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Octogone NA | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Panoramika Advisors Inc. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Picea Capital LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Proaltus USA | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Redwheel | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Sanders Capital, LLC | West Palm Beach | SEC-registered investment adviser | Over $5 billion |
| Sierra Capital LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Sirenia Capital Management LP | Miami Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Storge | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Templeton Investment Counsel, LLC | Ft. 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 |
| Unimar | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Unison Asset Management LLC | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| Valor Advisors LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Veltria Advisors Corp. | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Vizcaya Capital, LLC | Miami | 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. JPMorgan Chase nationwide
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AdvisorCensus. Financial advisors in Miami, FL using JPMorgan Chase. https://advisorcensus.com/advisors/fl/miami/custodians/jpmorgan-chase https://advisorcensus.com/advisors/fl/miami/custodians/jpmorgan-chase