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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!
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How To Find The Best Financial Advisors in Miami Beach, Florida
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Miami Beach, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 20 non-vetted financial advisors in Miami Beach, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Miami Beach, 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 Beach, Florida
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Top Financial Advisor Firms in Miami Beach, Florida (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. 2340 Collins Avenue, Miami Beach, FL, 33139 | 110148 | $68,062,428,598 | 189 | Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS) |
| STWD INVESTMENT MANAGEMENT, LLC 2340 Collins Avenue, Suite 700 Miami Beach, FL, 33139 | 288615 | $4,731,375,386 | 8 | A percentage of AUM, Performance Based |
| PENNANTPARK INVESTMENT ADVISERS, LLC 1691 Michigan Avenue, Suite 500 Miami Beach, FL, 33139 | 143149 | $3,976,823,759 | 15 | A percentage of AUM, Performance Based |
| ROSEMAWR MANAGEMENT LLC 1674 Meridian Avenue, Suite 420 Miami Beach, FL, 33139 | 148984 | $1,435,699,000 | 12 | A percentage of AUM, Performance Based |
| THE STAGWELL GROUP LLC 1674 Meridian Avenue, Suite 210 Miami Beach, FL, 33139 | 175350 | $1,090,000,000 | 1 | Performance Based |
| AFBI LP 605 Lincoln Road, Suite 303, Miami Beach, FL, 33139 | 331428 | $981,329,613 | 9 | A percentage of AUM, Performance Based |
| AROSA CAPITAL MANAGEMENT LP 1674 Meridian Avenue, Suite 500 Miami Beach, FL, 33139 | 169851 | $727,244,654 | 11 | A percentage of AUM, Performance Based |
| THOMAS J. HERZFELD ADVISORS, INC. 119 Washington Avenue, Suite 504 Miami Beach, FL, 33139 | 108369 | $726,869,853 | 280 | A percentage of AUM, Performance Based, Other (CONSULTING FEES) |
| INDUSTRIAL DEVELOPMENT FUNDING LLC 1000 South Pointe Drive, Suite 1104 Miami Beach, FL, 33139 | 298015 | $613,321,594 | 6 | A percentage of AUM, Performance Based, Other (COMMITMENT FEES) |
| ROSE CAPITAL ADVISORS, LLC 119 Washington Avenue, Suite 400 Miami Beach, FL, 33139 | 173054 | $543,185,870 | 813 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| KERRISDALE ADVISERS, LLC 1000 5th Street, Suite 401 Miami Beach, FL, 33139 | 160804 | $536,508,194 | 4 | A percentage of AUM, Performance Based |
| GFO ASSET MANAGEMENT, LLC 1680 Michigan Ave., Suite 817 Miami Beach, FL, 33139 | 311874 | $456,654,095 | 3 | A percentage of AUM, Performance Based |
| HAWKEYE CAPITAL MANAGEMENT, LLC 1828 Bay Road, 2nd Floor Miami Beach, FL, 33139 | 157316 | $383,005,724 | 4 | A percentage of AUM |
| VESTA WEALTH MANAGEMENT, LLC 1688 Meridian Avenue, 7th Floor, Suite 700 Miami Beach, FL, 33139 | 167498 | $302,501,503 | 222 | A percentage of AUM |
| L1 CAPITAL GLOBAL INC. 1688 Meridian Avenue, Suite 600 & 700 Miami Beach, FL, 33139 | 310223 | $288,458,159 | 2 | A percentage of AUM, Performance Based |
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