AdvisorCensus / Financial advisors / Florida / Miami, FL / Pershing LLC
Financial advisors in Miami, FL using Pershing LLC
59 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1st Discount Brokerage, Inc. | Lake Worth | SEC-registered investment adviser | $100 million to $500 million |
| Abacus Capital Advisors | Plantation | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Advisory Investor Services LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Agnello Financial Group, Inc. | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Amerant Investments, Inc. | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Andbanc Advisory LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Asset Planning Corporation | W. Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Azimut Investment Advisors LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Baron Silver Stevens Financial Advisors, LLC | Boca Raton | SEC-registered investment adviser | $1 billion to $5 billion |
| Bbva Global Wealth Advisors, Inc. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| BCI Securities, Inc. | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Bice Wealth Management LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Brainvest Wealth Management LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Bulltick Wealth Management, LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Cibest Capital Advisory Services LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Compass Group Investments Solutions LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Corient | Miami | SEC-registered investment adviser | Over $5 billion |
| Credicorp Capital Advisors LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| EFG Private Wealth Management (americas) Corp. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Epic Advisory Services Corp | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| FDI Wealth Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Fortis Private Wealth Advisors, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Greenline Wealth Management | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Hudson Value Partners, LLC | Palm Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Insigneo Advisory Services, LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| Inveris US LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Inversiones Sura | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Invex Advisors LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| KI Capital Wealth Management US LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Kovack Advisors, Inc. | Ft. Lauderdale | SEC-registered investment adviser | Over $5 billion |
| Lafise Global Advisors LLC | Miami | 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 |
| Lifeinvest Wealth Management, Ltd | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Loyola Asset Management LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Lynx Advisory Partners | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Maceratio LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Mariva Global Asset Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Materetsky Financial Group | Boynton Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Money Concepts Advisory Service | Palm Beach Gardens | SEC-registered investment adviser | $1 billion to $5 billion |
| Mora Capital Management, LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Noctua International WMG, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Omnia Family Wealth, LLC | Aventura | SEC-registered investment adviser | $500 million to $1 billion |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Premia Global Advisors, LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Rose Capital Advisors, LLC | Miami Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Sanctuary Advisors, LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| Seaview Investment Managers LLC | Coral Gables | SEC-registered investment adviser | $1 billion to $5 billion |
| Shellman Investment Management, LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Sollinda Capital Management 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 |
| Strategic Asset Management Group Advisors | Pompano Beach | SEC-registered investment adviser | $100 million to $500 million |
| Unimar | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Vizcaya Capital, LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| XP Advisory US, Inc. | 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. Pershing LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in Miami, FL using Pershing LLC. https://advisorcensus.com/advisors/fl/miami/custodians/pershing https://advisorcensus.com/advisors/fl/miami/custodians/pershing