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Financial Advisor   

$500MM AUM | $3MM GDC in Boca Raton, FL

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this week

Business Mix:

20% Comm
80% Fee


Boca Raton, FL, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Our firm, Bernstein, Miller and Associates is based in South Florida with offices in West Palm Beach, Miami, Stuart, Plantation, Fort Lauderdale and our hub in Boca Raton. The general partners Scott Miller and Richard Bernstein have 25+ years serving clients and are joined by a dynamic team of 12+ talented people to serve our clientele. We are looking to partner to leverage our experience to protect your clients and your reputation to make sure that they are served in the future by a top team. We are looking for a firm that similar core values.

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