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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!
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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 3 vetted financial advisors and 107 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 23 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
Dock Street Asset Management
Dock Street Asset Management
2875 South Ocean Blvd.
Suite 200-46
203-532-9470
Top Financial Advisor Firms in North Miami Beach, Florida (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CV ADVISORS LLC 19495 Biscayne Boulevard, Suite Ph1 Aventura, FL, 33180 | 164817 | $9,406,618,249 | 1639 | A percentage of AUM, Fixed fees |
| EVOLUTION WEALTH ADVISORS, LLC 20900 Ne 30th Avenue, Suite 517 Aventura, FL, 33180 | 285142 | $899,738,880 | 372 | A percentage of AUM, Hourly charges, Fixed fees |
| WM PARTNERS, LP 21500 Biscayne Blvd, Suite 600 Aventura, FL, 33180 | 235788 | $709,530,966 | 11 | Performance Based, Other (MANAGEMENT FEE BASED ON CAPITAL COMMITMENTS, INVESTED CAPITAL) |
| OMNIA FAMILY WEALTH, LLC 18851 Ne 29th Avenue, Suite 400 Aventura, FL, 33180 | 170909 | $677,917,450 | 827 | A percentage of AUM, Hourly charges, Fixed fees |
| 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) |
| ACTIVEST WEALTH MANAGEMENT, LLC 20900 Ne 30 Avenue, Suite 310 Aventura, FL, 33180 | 156150 | $483,309,904 | 541 | A percentage of AUM, Fixed fees, Performance Based |
| RVX ASSET MANAGEMENT LLC 20900 Ne 30th Avenue,, Suite 401 Aventura, FL, 33180 | 282804 | $266,838,159 | 8 | A percentage of AUM, Fixed fees, Performance Based |
| ESJ CAPITAL PARTNERS, LLC 19950 W. Country Club Drive, Suite 800 Aventura, FL, 33180 | 187518 | $236,733,516 | 12 | A percentage of AUM, Performance Based, Other (ACQUISITION, DISPOSITION, ENTRY, DEVELOPER, AND FINANCING FEES) |
| YIELDX ADVISERS, LLC 2980 Ne 207th St, Unit 504 Aventura, FL, 33180 | 304035 | $90,267,850 | 2 | A percentage of AUM, Fixed fees |
| FK CAPITAL ADVISERS LLC 20803 Biscayne Blvd., Suite 405 Aventura, FL, 33180 | 321243 | $0 | 0 | A percentage of AUM, Performance Based |
Additional Financial Advisors in North Miami Beach, Florida
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Andrew Sukhin Inquire with Andrew | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 212-692-2366 |
| Andrew Menachem Inquire with Andrew | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-937-7170 |
| Ana Vergel Gandia-Gordon - Morgan Stanley Inquire with Ana | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-936-2745 |
| Alejandro Vinicio Cabrera Inquire with Alejandro | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-937-6894 |
| Barbara Steinhaus Inquire with Barbara | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-936-2778 |
| Alfredo Pupkin Inquire with Alfredo | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-937-6856 |
| Andres Larrea Inquire with Andres | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-936-2709 |
| Arnoldo Marin Inquire with Arnoldo | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-937-6861 |
| Blaine J Willenborg Inquire with Blaine | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-937-6817 |
| Andrea Pfeffer Inquire with Andrea | 20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 | 305-937-6898 |
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