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Find The Best Financial Advisors in Coral Gables, 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 Coral Gables, Florida
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Coral Gables, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 48 non-vetted financial advisors in Coral Gables, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Coral Gables, 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 Coral Gables, Florida
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Top Financial Advisor Firms in Coral Gables, Florida (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BAYVIEW ASSET MANAGEMENT, LLC 4425 Ponce De Leon Blvd., Coral Gables, FL, 33146 | 157053 | $38,629,858,981 | 51 | A percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES) |
| WE FAMILY OFFICES 2811 Ponce De Leon Blvd, Suite 840 Coral Gables, FL, 33134 | 109869 | $13,909,416,024 | 108 | A percentage of AUM, Fixed fees, Performance Based |
| DIMENSION CAPITAL MANAGEMENT LLC 2800 Ponce De Leon Blvd, 15th Floor Coral Gables, FL, 33134 | 109380 | $6,195,276,597 | 671 | A percentage of AUM, Fixed fees, Performance Based |
| TRIVEST INVESTMENT ADVISORS, LLC 2811 Ponce De Leon Blvd, Suite 400 Coral Gables, FL, 33134-6917 | 161432 | $5,646,516,904 | 14 | A percentage of AUM, Performance Based |
| ARCHPOINT INVESTORS 2701 S Le Jeune Rd, #1111 Coral Gables, FL, 33134 | 151807 | $3,349,409,812 | 212 | A percentage of AUM, Fixed fees, Performance Based |
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT 4000 Ponce De Leon Boulevard, Suite 850 Coral Gables, FL, 33146 | 109698 | $2,895,866,943 | 5384 | A percentage of AUM, Hourly charges, Fixed fees |
| SEAVIEW INVESTMENT MANAGERS LLC 2 Alhambra Plaza, Suite 802 Coral Gables, FL, 33134 | 300155 | $1,135,188,909 | 1461 | A percentage of AUM, Performance Based |
| DRIFTWOOD ADVISORS, LLC 255 Alhambra Cir, Ste 760, Coral Gables, FL, 33134 | 307316 | $821,324,898 | 3 | A percentage of AUM, Performance Based |
| FINBACK INVESTMENT PARTNERS One Alhambra Plaza, Suite 1225 Coral Gables, FL, 33134 | 310944 | $818,405,768 | 7 | A percentage of AUM, Performance Based, Other (BOARD, ORIGINATION, BUSINESS DEVELOPMENT AND MONITORING FEES) |
| STORGE 150 Alhambra Circle, Suite 10 Coral Gables, FL, 33134 | 305395 | $720,726,505 | 164 | A percentage of AUM |
| FIRESTONE CAPITAL MANAGEMENT INC 1501 Venera Avenue, Suite 310 Coral Gables, FL, 33146-3047 | 106366 | $648,332,081 | 1171 | A percentage of AUM, Hourly charges, Fixed fees |
| BAYSHORE WEALTH ADVISORS 121 Alhambra Plaza, Suite 1210 Coral Gables, FL, 33134 | 144191 | $636,514,342 | 406 | A percentage of AUM |
| AMERANT INVESTMENTS, INC. 220 Alhambra Circle, 2nd Floor Coral Gables, FL, 33134 | 117284 | $632,826,715 | 1023 | A percentage of AUM |
| INVEX ADVISORS LLC 2 Alhambra Plaza, Ste. Ph Ii Coral Gables, FL, 33134 | 164519 | $534,747,000 | 65 | A percentage of AUM, Performance Based |
| ASTON CAPITAL MANAGEMENT 355 Alhambra Circle,, Suite 1350 Coral Gables, FL, 33134 | 291310 | $508,368,083 | 23 | A percentage of AUM, Performance Based |
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