Find a Financial Advisor in Coral Gables, FL

 

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We did the hard work of finding trustworthy partners in Coral Gables, FL.

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We Only Work With The Best Coral Gables Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Coral Gables, FL


  • Financial Advisor Close to Coral Gables, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Coral Gables, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Coral Gables, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Coral Gables financial advisors.
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How Retirement-Friendly is Coral Gables, FL?

  • Population: 50,226
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $851,600
  • Average Monthly Housing Cost: $2,013
  • Average Household Income: $175,228
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Coral Gables, FL

 

AMERANT INVESTMENTS, INC.

Website

(305) 460-8599

220 Alhambra Circle
2nd Floor
Coral Gables, FL 33134

SEC#: 801-61889
Years in Business: 19 years

GENESIS INVESTMENT ADVISORS, LLC

Website

(786) 866-3700

355 Alhambra Circle
Suite 1550
Coral Gables, FL 33134

SEC#: 801-64054
Years in Business: 16 years

LOYOLA ASSET MANAGEMENT LLC

Website

(305) 377-1941

55 Merrick Way
Suite 208
Coral Gables, FL 33134

SEC#: 801-78216
Years in Business: 8 years

BAYVIEW ASSET MANAGEMENT, LLC

Website

(305) 854-8880

4425 Ponce De Leon Blvd.
5th Floor
Coral Gables, FL 33146

SEC#: 801-73638
Years in Business: 9 years

DVDENDO, INC.

Website

(305) 790-2430

95 Merrick Way
3rd Floor
Coral Gables, FL 33134

SEC#: 801-107076
Years in Business: 5 years

DRIFTWOOD ADVISORS, LLC

Website

(305) 500-9998

255 Alhambra Cir, Ste 760

Coral Gables, FL 33134

SEC#: 801-118811
Years in Business: 1 years

AUSTIN ATLANTIC ASSET MANAGEMENT CO.

Website

(800) 327-6190

1 Alhambra Plaza
Suite 100
Coral Gables, FL 33134

SEC#: 801-54963
Years in Business: 23 years

STRATIGRAPHIC ASSET MANAGEMENT, INC.

Website

(305) 447-0300

804 Douglas Rd
Suite 363
Coral Gables, FL 33134

SEC#: 801-43838
Years in Business: 28 years

ASTON CAPITAL MANAGEMENT

Website

(178) 686-3783

355 Alhambra Circle,
Suite 1550
Coral Gables, FL 33134

SEC#: 801-112788
Years in Business: 3 years

 


Coral Gables, FL Financial Advisor FAQs

Financial advisors typically get paid via a fixed-fee model, where the client pays an annual fee to cover the advisor's time and expenses, or through commission.
Financial advisors typically charge a percentage of assets managed. They may charge either an hourly fee or a flat yearly fee, depending on the agreement.
A financial advisor provides advice - including retirement and estate planning, investing, and more. They discuss your life situation to get a better understanding of what you want to accomplish.
The first step is to speak with a few financial advisors to understand their work and ask a lot of questions. Ask them what qualifications they have, how long they've been an advisor for, what kind of clients they have helped before, how often you will be speaking with this person.