Miami, Florida, a trendy and eccentric South Florida destination, has long been a favorite vacation spot for various travelers, including spring breakers, families, and couples. This populated city is the second largest in the state of Florida and has no state income tax. With the cost of living being 14% above the national average, Miami residents may want to choose a suitable financial advisor who can guide their financial strategy. FinancialAdvisor.net is here to help you get matched with top advisors, out of the over 2,500 advisors in the Miami area, based on your financial 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 4 vetted financial advisors and 192 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 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131 | 148826 | $339,079,412,155 | 26 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
CORIENT 2 S Biscayne Blvd, Suite 3200 Miami, FL, 33131 | 319448 | $94,617,046,882 | 79738 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
H.I.G. CAPITAL, LLC 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | 160711 | $54,077,988,036 | 147 | A Percentage of AUM, Performance Based |
I SQUARED CAPITAL ADVISORS (US) LLC 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | 168339 | $47,897,133,982 | 61 | A Percentage of AUM, Performance Based |
CIFC ASSET MANAGEMENT LLC 1 Se 3rd Avenue, Suite 1660 Miami, FL, 33131 | 159172 | $37,246,864,417 | 123 | A Percentage of AUM, Performance Based |
OC INVESTMENT MANAGEMENT LP 3350 Virginia Street, Ste 540 Miami, FL, 33133 | 314948 | $23,760,667,616 | 1 | Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE) |
UNIVERSA INVESTMENTS L.P. 2601 S. Bayshore Drive, Suite 2030 Miami, FL, 33133 | 146052 | $16,440,053,423 | 41 | A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATIONS) |
RIALTO CAPITAL MANAGEMENT, LLC 200 South Biscayne Boulevard, 3550 Miami, FL, 33131 | 159998 | $14,926,188,000 | 64 | A Percentage of AUM, Performance Based |
WE FAMILY OFFICES 701 Brickell Avenue, Suite 2101 Miami, FL, 33131 | 109869 | $12,056,434,282 | 106 | A Percentage of AUM, Fixed Fees, Performance Based |
CARLYLE AVIATION PDP MANAGEMENT LLC 848 Brickell Avenue, Suite 500 Miami, FL, 33131-2946 | 305746 | $8,571,209,000 | 12 | A Percentage of AUM, Performance Based |
LOOP CAPITAL ASSET MANAGEMENT 1001 Brickell Bay Drive, Suite 2100 Miami, FL, 33131-4940 | 149280 | $8,312,737,289 | 82 | A Percentage of AUM, Performance Based |
REDWHEEL 2640 S. Bayshore Drive, Suite 201 Miami, FL, 33133 | 166517 | $7,260,889,944 | 9 | A Percentage of AUM, Performance Based |
DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC 1111 Brickell Avenue, Suite 2646, Miami, FL, 33131-3112 | 285629 | $4,603,315,186 | 5 | Fixed Fees, Performance Based |
SHAOLIN CAPITAL MANAGEMENT LLC 230 Nw 24th Street, Suite 603 Miami, FL, 33127 | 300095 | $4,529,503,773 | 6 | A Percentage of AUM, Performance Based |
FINACCESS ADVISORS, LLC 1111 Brickell Avenue, Suite 2600 Miami, FL, 33131 | 150697 | $4,139,672,984 | 171 | A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES FROM CUSTODIANS) |
Your Information is Safe and Secure