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 Miami is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Miami & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Miami, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 3 non-vetted financial advisors in Miami, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Miami, Florida have an average of 18 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.








| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| EKANTA WEALTH ADVISORS LLC 2665 South Bayshore Drive, Suite 430 Coconut Grove, FL, 33133 | 282031 | $283,432,807 | 46 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| APEX INVESTMENTS MANAGEMENT US, LLC 2665 South Bayshore Drive, Suite 810-B Coconut Grove, FL, 33133 | 322874 | $134,320,000 | 1 | A percentage of AUM, Performance Based |
| REMOTIV / FINANCIAL SOUNDINGS 3350 Virginia Street, 2nd Floor Coconut Grove, FL, 33133-5336 | 146082 | $0 | 0 | Fixed fees, Other (FEES NEGOTIATED WITH AN INVESTMENT ADVISER OR SERVICE PROVIDER) |
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