Find a Financial Advisor in Miami Beach, FL

 

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We did the hard work of finding trustworthy partners in Miami Beach, FL.

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We Only Work With The Best Miami Beach Financial Advisors


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

3rd Party Rankings

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 Miami Beach, FL


  • Financial Advisor Close to Miami Beach, 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 Miami Beach, 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 Miami Beach, FL

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

  • Population: 90,108
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $489,800
  • Average Monthly Housing Cost: $1,447
  • Average Household Income: $106,818
  • 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 Miami Beach, FL

 

HOLDUN FAMILY OFFICE LLC

Website

(561) 373-3309

555 Washington Ave.
Suite 320
Miami Beach, FL 33139

SEC#: 801-115046
Years in Business: 2 years

VESTA WEALTH MANAGEMENT, LLC

Website

(786) 579-2519

1688 Meridian Avenue
7th Floor, Suite 700
Miami Beach, FL 33139

SEC#: 801-113828
Years in Business: 3 years

ROSE CAPITAL ADVISORS, LLC

Website

(305) 534-7673

119 Washington Avenue
Suite 400
Miami Beach, FL 33139

SEC#: 801-80385
Years in Business: 7 years

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

Website

(305) 695-5500

1601 Washington Ave
Suite 800
Miami Beach, FL 33139

SEC#: 801-56403
Years in Business: 22 years

HAWKEYE CAPITAL MANAGEMENT, LLC

Website

(212) 707-0555

1815 Purdy Avenue

Miami Beach, FL 33139

SEC#: 801-74072
Years in Business: 9 years

EIGHTFOLD REAL ESTATE CAPITAL, L.P.

Website

(305) 503-4050

1111 Lincoln Road
Suite 802
Miami Beach, FL 33139

SEC#: 801-78307
Years in Business: 8 years

STWD INVESTMENT MANAGEMENT, LLC

Website

(305) 695-5500

1601 Washington Avenue,
Suite 800
Miami Beach, FL 33139

SEC#: 801-117203
Years in Business: 2 years

THOR ADVISORS LLC

Website

(212) 254-2322

1815 Purdy Avenue

Miami Beach, FL 33139

SEC#: 801-113210
Years in Business: 3 years

BAYMOUNT MANAGEMENT LP

Website

(305) 847-9725

404 Washington Avenue
Suite 705
Miami Beach, FL 33139

SEC#: 801-117387
Years in Business: 2 years

 


Miami Beach, FL Financial Advisor FAQs

Compensation for financial advisors is generally based on their service and qualifications. Depending on negotiation, they can be paid either flat-fee or commission-based or a mix of both.
Financial advisors will walk you through options and work with you to determine what financial management strategies are best for your situation. They don’t just offer any available product but they also study risks associated with them.
Financial advisor costs in Miami Beach, FL vary. The wide range in prices can depend on many factors including the level of expertise needed for the client's needs and the financial advisor's credentials.
Review independent advisors with the FINRA's BrokerCheck. As long as the advisor is properly registered, FINRA will have records of complaints or disciplinary actions that may provide further insight about their ethical behavior.