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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 2 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 27 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

advisor-photo

Charles Helme

BH Asset Management, LLC

786-475-1280

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Jimmy Gonzalez

Anthem Advisors

305-482-3002

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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)

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