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Find The Best Financial Advisors in Miami Beach, 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 Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Miami Beach & pick the one as per your needs

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 3 vetted financial advisors and 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 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 Beach, 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 Beach, Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
2340 Collins Avenue,
Miami Beach, FL, 33139
110148 $71,329,946,037 173 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 $6,356,058,262 8 A Percentage of AUM, Performance Based
PENNANTPARK INVESTMENT ADVISERS, LLC
1691 Michigan Avenue,
Miami Beach, FL, 33139
143149 $4,511,363,681 19 A Percentage of AUM, Performance Based
ROSEMAWR MANAGEMENT LLC
1674 Meridian Avenue, Suite 420
Miami Beach, FL, 33139
148984 $1,304,820,000 12 A Percentage of AUM, Performance Based
THE STAGWELL GROUP LLC
1674 Meridian Avenue, Suite 210
Miami Beach, FL, 33139
175350 $1,241,000,000 1 Performance Based
KERRISDALE ADVISERS, LLC
1000 5th Street, Suite 401
Miami Beach, FL, 33139
160804 $689,911,854 4 A Percentage of AUM, Performance Based
THOMAS J. HERZFELD ADVISORS, INC.
119 Washington Avenue, Suite 504
Miami Beach, FL, 33139
108369 $639,975,511 307 A Percentage of AUM, Performance Based, Other (CONSULTING FEES)
HAWKEYE CAPITAL MANAGEMENT, LLC
1828 Bay Road, 2nd Floor
Miami Beach, FL, 33139
157316 $513,674,084 4 A Percentage of AUM
ROSE CAPITAL ADVISORS, LLC
119 Washington Avenue, Suite 400
Miami Beach, FL, 33139
173054 $409,592,596 669 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
L1 CAPITAL GLOBAL INC.
1688 Meridian Avenue, Suite 600 & 700
Miami Beach, FL, 33139
310223 $286,755,583 2 A Percentage of AUM, Performance Based
VESTA WEALTH MANAGEMENT, LLC
1688 Meridian Avenue, 7th Floor, Suite 700
Miami Beach, FL, 33139
167498 $267,610,682 232 A Percentage of AUM
FLEXIS CAPITAL
429 Lenox Avenue,
Miami Beach, FL, 33139
162601 $254,658,644 6 A Percentage of AUM, Performance Based
GEOSPHERE CAPITAL MANAGEMENT, LLC
1674 Meridian Avenue, Suite 330
Miami Beach, FL, 33139
160088 $192,140,000 6 A Percentage of AUM, Performance Based
DHODY INVESTMENT GROUP
2340 Collins Avenue, Suite 604
Miami Beach, FL, 33139
318610 $169,893,567 16 A Percentage of AUM, Fixed Fees
BUCKLEY CAPITAL ADVISORS, LLC
1111 Lincoln Road, Suite 500,
Miami Beach, FL, 33139
268818 $105,214,847 15 A Percentage of AUM, Performance Based

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