AdvisorCensus / Financial advisors / Florida / Miami, FL / Morgan Stanley
Financial advisors in Miami, FL using Morgan Stanley
49 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| ACP Capital Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Actitrust Wealth Management LLC | Plantation | SEC-registered investment adviser | $100 million to $500 million |
| Activest Wealth Management, LLC | Aventura | 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 |
| Amicorp Wealth Services | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Aragon Global Management, LP | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Axxets WM | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| Azora Capital LP | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Bice Wealth Management LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Catenary Alternatives Asset Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| CV Advisors LLC | Aventura | SEC-registered investment adviser | Over $5 billion |
| Digitalbridge Investment Management, LLC | Boca Raton | SEC-registered investment adviser | Over $5 billion |
| Finaccess Advisors 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 |
| Harbor Advisors | West Palm Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Harbor Ithaka | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Innova Advisors | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Inveris US LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Keating Investment Counselors Inc | Delray Beach | SEC-registered investment adviser | $100 million to $500 million |
| Klosters Capital | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Kutumb Investments LLC | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| L&S Investment Advisors, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Landmark Investment Partners, L.P. | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Larch Capital Partners LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Lynx Advisory Partners | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Meridiana | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| MMBG Investment Advisors Co. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Obion Capital Management LP | 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 |
| Pioneer Family Office, LLC | North Miami Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Polen Capital Management, LLC | Boca Raton | SEC-registered investment adviser | Over $5 billion |
| RM Private Wealth Management | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Shellman Investment Management, LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Sierra Capital LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Stonex International Advisors Inc | Miami | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Thomas J. Herzfeld Advisors, Inc. | Miami Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Uyana Partners LLC | Miami | 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 |
| WLT Partners | Miami | SEC-registered investment adviser | $100 million to $500 million |
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. Morgan Stanley nationwide
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