AdvisorCensus / Financial advisors / Florida / Miami, FL / Pershing Advisor Solutions LLC
Financial advisors in Miami, FL using Pershing Advisor Solutions LLC
13 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Pershing Advisor Solutions LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Dakota Wealth, LLC | Palm Beach Gardens | SEC-registered investment adviser | Over $5 billion |
| Downtown Wealth Studios, LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Eurocapital Advisors, Inc | Miami | SEC-registered investment adviser | $100 million to $500 million |
| GFG Capital | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Invenio Wealth Partners, LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| LRI Investments | Palm Beach Gardens | SEC-registered investment adviser | $1 billion to $5 billion |
| Matters Capital LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Maximai Investment Partners, LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| MMBG Investment Advisors Co. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| QP Wealth Management, LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Sanctuary Advisors, LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| Sulzberger Capital Advisors, Inc. | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Win Advisors, Inc | Palm Beach Gardens | 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. Pershing Advisor Solutions LLC nationwide
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AdvisorCensus. Financial advisors in Miami, FL using Pershing Advisor Solutions LLC. https://advisorcensus.com/advisors/fl/miami/custodians/pershing-advisor-solutions https://advisorcensus.com/advisors/fl/miami/custodians/pershing-advisor-solutions