AdvisorCensus / Financial advisors / Florida / Miami, FL / UBS Financial Services Inc.
Financial advisors in Miami, FL using UBS Financial Services Inc.
10 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name UBS Financial Services Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Allaria Asset Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Black Toro LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Community Capital Management, LLC | Fort Lauderdale | SEC-registered investment adviser | Over $5 billion |
| In on Capital | Miami | SEC-registered investment adviser | $100 million to $500 million |
| KI Capital Wealth Management US LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| MMBG Investment Advisors Co. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Osprey Capital Management Corp. | Miami Beach | SEC-registered investment adviser | $100 million to $500 million |
| Pinvest | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Polen Capital Management, LLC | Boca Raton | SEC-registered investment adviser | Over $5 billion |
| Simetria Advisory Group LLC | 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. UBS Financial Services Inc. nationwide
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