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Find The Best Financial Advisors in North Miami Beach, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in North Miami Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in North Miami Beach & pick the one as per your needs

How To Find The Best Financial Advisors in North Miami Beach, Florida

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in North Miami Beach, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 12 non-vetted financial advisors in North Miami Beach, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in North Miami Beach, Florida have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in North Miami Beach, Florida

advisor

Russell Stout

Excelsior Wealth Partners

call315-224-2426

advisor

Vivienne Schleu

Alpina Financial Consultants

call561-843-6004

Top Financial Advisor Firms in North Miami Beach, Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CV ADVISORS LLC
19495 Biscayne Boulevard, Suite Ph1
Aventura, FL, 33180
164817 $9,678,316,282 2067 A percentage of AUM, Fixed fees
WM PARTNERS, LP
21500 Biscayne Blvd, Suite 600
Aventura, FL, 33180
235788 $1,085,288,738 13 A percentage of AUM, Performance Based
ACTIVEST WEALTH MANAGEMENT, LLC
20900 Ne 30 Avenue, Suite 311
Aventura, FL, 33180
156150 $956,538,980 1181 A percentage of AUM, Fixed fees, Performance Based
EVOLUTION WEALTH ADVISORS, LLC
20900 Ne 30th Avenue, Suite 517
Aventura, FL, 33180
285142 $952,233,832 510 A percentage of AUM, Hourly charges, Fixed fees
OMNIA FAMILY WEALTH, LLC
18851 Ne 29th Avenue, Suite 400
Aventura, FL, 33180
170909 $759,723,690 1015 A percentage of AUM, Fixed fees
FITZROY INVESTMENT ADVISORS LLC
21500 Biscayne Boulevard, Suite 404
Aventura, FL, 33180
174342 $662,347,896 61 A percentage of AUM
TCA FUND MANAGEMENT GROUP
19950 W Country Club Dr, Suite 101
Aventura, FL, 33180
169163 $496,835,822 3 A percentage of AUM, Performance Based, Other (CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES)
BRASIL CAPITAL ADVISER LLC
19505 Biscayne Blvd, Suite 2350, Room 084
Aventura, FL, 33180
310125 $418,107,292 3 A percentage of AUM, Performance Based
KAILIX ADVISORS LLC
20801 Biscayne Blvd, Suite 403
Aventura, FL, 33180
311094 $333,000,000 31 A percentage of AUM, Fixed fees, Performance Based
AVENTURA PRIVATE WEALTH, LLC
19790 West Dixie Hwy, Suite 805-806
Aventura, FL, 33180
332630 $268,385,057 380 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
PROXY WEALTH ADVISORS LLC
19505 Biscayne Blvd., Suite 2350
Aventura, FL, 33180
298080 $132,800,000 666 A percentage of AUM, Hourly charges, Fixed fees
RVX ASSET MANAGEMENT LLC
20900 Ne 30th Avenue,, Suite 401
Aventura, FL, 33180
282804 $100,094,722 4 A percentage of AUM, Fixed fees, Performance Based

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