Firms by city
Registered investment advisers in North Miami Beach, FL
4 SEC-registered advisers headquartered in North Miami Beach, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Pioneer Family Office | North Miami Beach, FL | $957M |
| Legacy Wealth Advisors | North Miami Beach, FL | $923M |
| New Wave Loans Residential | North Miami Beach, FL | $787M |
| Path Capital Partners | North Miami Beach, FL | $169M |
- Headquarters
- North Miami Beach, FL
- Regulatory AUM
- $957M
- Headquarters
- North Miami Beach, FL
- Regulatory AUM
- $923M
- Headquarters
- North Miami Beach, FL
- Regulatory AUM
- $787M
- Headquarters
- North Miami Beach, FL
- Regulatory AUM
- $169M
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 North Miami Beach 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 firms headquartered 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.