Firms by city
Registered investment advisers in Coral Gables, FL
2 SEC-registered advisers headquartered in Coral Gables, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Bayview Asset ManagementCRD 157053 | Coral Gables, FL | $64.21B | 195 | 57 |
| W.E. Family OfficesCRD 109869 | Coral Gables, FL | $17.75B | 35 | 112 |
Bayview Asset ManagementCRD 157053$64.21B
- Headquarters
- Coral Gables, FL
- Advisory staff
- 195
- Clients
- 57
W.E. Family OfficesCRD 109869$17.75B
- Headquarters
- Coral Gables, FL
- Advisory staff
- 35
- Clients
- 112
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Coral Gables on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.