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Find The Best Financial Advisors in Miami, Florida

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 3 vetted financial advisors and 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 24 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

Charles Helme

BH Asset Management, LLC

786-475-1280

Address

1221 Brickell Avenue, 9th Floor,
Miami, FL 33130 See Details

Jimmy Gonzalez

Anthem Advisors

305-482-3002

Address

2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134 See Details

Dock Street Asset Management

203-532-9470

Address

2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach, FL 33480 See Details

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	$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)

Select other cities around Miami, Florida to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Miami, Florida

How To Find The Best Financial Advisors in Miami, FloridaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Miami, Florida

Charles Helme

BH Asset Management, LLC

Address

Jimmy Gonzalez

Anthem Advisors

Address

Dock Street Asset Management

Address

Top Financial Advisor Firms in Miami, Florida (Ranked by AUM)

Select other cities around Miami, Florida to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Miami, Florida
Last Updated - 13-Jun-2023

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