AdvisorCensus / Financial advisors / Florida / Miami, FL / Stonex Financial Inc.
Financial advisors in Miami, FL using Stonex Financial Inc.
9 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Stonex Financial Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Amicorp Wealth Services | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Aragon Capital LLC | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| Balanz | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| FDI Wealth Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Harbor Ithaka | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| Scala Capital LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| The Atlas Financial Group | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Ucap Americas | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Veltria Advisors Corp. | 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. Stonex Financial Inc. nationwide
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AdvisorCensus. Financial advisors in Miami, FL using Stonex Financial Inc.. https://advisorcensus.com/advisors/fl/miami/custodians/stonex-financial https://advisorcensus.com/advisors/fl/miami/custodians/stonex-financial