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Find The Best Financial Advisors in Miami, Florida
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.
How To Find The Best Financial Advisors in Miami, Florida
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 199 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.
List of Qualified Financial Advisors in Miami, Florida
315-224-2426
Top Financial Advisor Firms in Miami, Florida (Ranked by AUM)
| 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 | $397,045,307,119 | 26 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131 | 319448 | $118,191,936,095 | 97020 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
| H.I.G. CAPITAL, LLC 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | 160711 | $57,351,804,696 | 162 | A percentage of AUM, Performance Based |
| I SQUARED CAPITAL ADVISORS (US) LLC 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | 168339 | $47,872,431,820 | 64 | A percentage of AUM, Performance Based |
| CIFC ASSET MANAGEMENT LLC 1 Se 3rd Avenue, Suite 1660 Miami, FL, 33131 | 159172 | $38,038,508,799 | 129 | A percentage of AUM, Performance Based |
| OC INVESTMENT MANAGEMENT LP 3350 Virginia Street, Ste 540 Miami, FL, 33133 | 314948 | $22,910,866,310 | 1 | Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE) |
| RIALTO CAPITAL MANAGEMENT, LLC 200 South Biscayne Boulevard, 3550 Miami, FL, 33131 | 159998 | $17,005,084,465 | 68 | A percentage of AUM, Performance Based |
| UNIVERSA INVESTMENTS L.P. 2601 S. Bayshore Drive, Suite 2030 Miami, FL, 33133 | 146052 | $16,160,165,483 | 37 | A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATIONS) |
| CARLYLE AVIATION PDP MANAGEMENT LLC 848 Brickell Avenue, Suite 500 Miami, FL, 33131-2946 | 305746 | $9,832,922,000 | 15 | A percentage of AUM, Performance Based, Other (PLEASE REFER TO SCHEDULE D - MISCELLANEOUS) |
| LOOP CAPITAL ASSET MANAGEMENT 1001 Brickell Bay Drive, Suite 2100 Miami, FL, 33131-4940 | 149280 | $8,491,174,466 | 84 | A percentage of AUM, Performance Based |
| REDWHEEL 2640 S. Bayshore Drive, Suite 201 Miami, FL, 33133 | 166517 | $7,571,088,851 | 11 | A percentage of AUM, Performance Based, Other (PERCENTAGES OF ASSETS UNDER ADVISORY) |
| DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC 1111 Brickell Avenue, Suite 2646, Miami, FL, 33131-3112 | 285629 | $5,225,972,097 | 5 | A percentage of AUM, Fixed fees, Performance Based |
| CORIENT IA LLC 830 Brickell Plaza, Suite 4800 Miami, FL, 33131 | 326262 | $4,597,756,883 | 84 | A percentage of AUM, Performance Based |
| GENTRUST 1450 Brickell Avenue, Suite 3050 Miami, FL, 33131 | 158369 | $4,063,435,638 | 1639 | A percentage of AUM, Fixed fees, Performance Based |
| FINACCESS ADVISORS, LLC 1111 Brickell Avenue, Suite 2600 Miami, FL, 33131 | 150697 | $4,047,021,163 | 170 | A percentage of AUM, Fixed fees, Other (REFERRAL FEES FROM CUSTODIANS) |
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