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Find Best Financial Advisors in Miami, 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!

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

How To Find Best Financial Advisors & Planners in Miami?

Looking for a qualified financial advisor in Miami? We can help you by narrowing down your options & listing the best financial advisors in Miami as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Miami near you with the list of certified and vetted Miami financial advisors.

List of Qualified Financial Advisors in Miami, Florida

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Charles Helme

BH Asset Management, LLC

1221 Brickell Avenue, 9th Floor

Miami, FL 33130

786-475-1280

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Huston Lorenzo

Snowden Lane Partners

1 Alhambra Plaza
Suite 1130

Coral Gables, FL 33134

305-968-8081

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Jimmy Gonzalez

Anthem Advisors

2600 Douglas Rd.
STE 1104

Coral Gables, FL 33134

305-482-3002

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Glynis Banhan

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-288-3439

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Boca Raton, FL 33434

561-288-4011

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Ali Zafar

Morgan Stanley

4855 Technology Way, Suite 600

Boca Raton, FL 33431

561-393-1829

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
RWC ASSET ADVISORS (US) LLC
2640 S. Bayshore Drive, Suite 201 Miami, FL 33133
166517 $9,938,736,506 12 A percentage of AUM
Performance Based
BULLTICK WEALTH MANAGEMENT, LLC
333 Se 2nd Ave, Suite 3950 Miami, FL 33131
141588 $1,588,632,312 281 A percentage of AUM
Fixed fees
Performance Based
BOREAL CAPITAL MANAGEMENT LLC
1450 Brickell Avenue, Suite 2900 Miami, FL 33131
112221 $1,587,159,834 1158 A percentage of AUM
Performance Based
VECTORGLOBAL IAG, INC.
1001 Brickell Bay Drive, Suite 1900 Miami, FL 33131
147129 $1,153,296,573 1425 A percentage of AUM
Performance Based
ELEMENT POINTE ADVISORS
333 Se 2nd Ave, Suite 2820 Miami, FL 33131
282750 $705,541,597 320 A percentage of AUM
Fixed fees
Performance Based
CREAND MANAGEMENT
777 Brickell Avenue, Suite 1201 Miami, FL 33131
154894 $468,371,189 126 A percentage of AUM
Hourly charges
Fixed fees
AZ APICE CAPITAL MANAGEMENT LLC
1450 Brickell Ave, Suite 2610 Miami, FL 33131
281973 $402,241,610 145 A percentage of AUM
Hourly charges
Fixed fees
AZIMUT GENESIS INVESTMENT ADVISORS
1450 Brickell Ave, Suite 2610 Miami, FL 33131
134626 $320,900,328 158 A percentage of AUM
Hourly charges
Fixed fees
Other (COMBINATION MANAGEMENT AND PERFORMANCE FEES)
UCAP ASSET MANAGEMENT LLC
1221 Brickell Avenue, Suite 1070 Miami, FL 33131
170846 $284,371,152 286 A percentage of AUM
COLBERT INVESTMENT MANAGEMENT CO
1001 Brickell Bay Drive, Suite 2000 Miami, FL 33131-4939
108642 $251,707,357 107 A percentage of AUM
CHRONOS CAPITAL ADVISORS LLC
1000 Brickell Avenue, Suite 560 Miami, FL 33131
283639 $225,411,562 9 A percentage of AUM
Fixed fees
SCALA CAPITAL LLC
999 Brickell Avenue, Suite 1006 Miami, FL 33131
156165 $217,744,636 369 A percentage of AUM
Performance Based
PARADIGM PARTNERS CAPITAL MANAGEMENT
1395 Brickell Ave, Suite 800 Miami, FL 33131
174058 $177,470,172 3 A percentage of AUM
Performance Based
HORN EICHENWALD INVESTMENTS CORP.
2601 S. Bayshore Dr., Suite 1200 Miami, FL 33133
140533 $149,229,045 9 A percentage of AUM
Performance Based
INTERCAM ADVISORS, INC.
1221 Brickell Avenue, Suite 600 Miami, FL 33131
153799 $120,639,096 89 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andres Loredo
Inquire with Andres
200 S Biscayne Blvd, Ste 1100 Miami, FL 33131 305-347-2054
Bernardo Acebal
Inquire with Bernardo
200 S Biscayne Blvd, Ste 1500 Miami, FL 33131 305-533-5309
Alfredo Rotemberg
Inquire with Alfredo
200 S Biscayne Blvd, Ste 1100 Miami, FL 33131 786-777-6930
Arturo Castelo
Inquire with Arturo
200 S Biscayne Blvd, Ste 1100 Miami, FL 33131 786-777-6979
Beatrice E Cueto
Inquire with Beatrice
200 S Biscayne Blvd, Ste 1100 Miami, FL 33131 305-533-1709
Alejandro Perez Bustamante
Inquire with Alejandro
200 S Biscayne Blvd, Ste 1100 Miami, FL 33131 786-777-6974
Alvaro Uribe
Inquire with Alvaro
9130 S Dadeland Blvd, Ste 1702 Miami, FL 33156 305-671-2030
Alvaro Alvarez
Inquire with Alvaro
200 S Biscayne Blvd, Ste 1100 Miami, FL 33131 305-533-1740
All Star Capital Group, Inc.
Inquire with All
14707 South Dixie Highway, Suite 306 Miami, FL 33176 305-252-0113
Andrea Steinacker
Inquire with Andrea
200 S Biscayne Blvd, Ste 1100 Miami, FL 33131 305-376-8585

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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