Miami-Dade County, FL Financial Advisors and Resources



Financial Advisor Firms in Miami-Dade County, FL


BOREAL CAPITAL MANAGEMENT LLC

Website

(305) 459-5400

1450 Brickell Avenue
Suite 2900
Miami, FL 33131

SEC#: 801-57604
Years in Business: 21 years

HORN EICHENWALD INVESTMENTS CORP.

Website

(305) 860-0770

2601 S. Bayshore Dr.
Suite 1200
Miami, FL 33133

SEC#: 801-66871
Years in Business: 15 years

BETA CAPITAL MANAGEMENT LLC

Website

(305) 358-8844

777 Brickell Avenue
Suite 1201
Miami, FL 33131

SEC#: 801-106772
Years in Business: 6 years

SCALA CAPITAL LLC

Website

(305) 539-3850

999 Brickell Avenue
Suite 1006
Miami, FL 33131

SEC#: 801-112881
Years in Business: 3 years

RIALTO CAPITAL MANAGEMENT, LLC

Website

(305) 485-2077

200 South Biscayne Boulevard
34th Floor
Miami, FL 33131

SEC#: 801-74178
Years in Business: 9 years

RWC ASSET ADVISORS (US) LLC

Website

(305) 602-9501

2640 S. Bayshore Drive
Suite 201
Miami, FL 33133

SEC#: 801-77698
Years in Business: 8 years

AZ APICE CAPITAL MANAGEMENT LLC

Website

(305) 912-0915

1221 Brickell Avenue
Suite 2130
Miami, FL 33131

SEC#: 801-107020
Years in Business: 5 years

ELEMENT POINTE ADVISORS

Website

(786) 655-9790

333 Se 2nd Ave
Suite 2820
Miami, FL 33131

SEC#: 801-107214
Years in Business: 5 years

MMBG INVESTMENT ADVISORS CO.

Website

(305) 374-0704

1221 Brickell Avenue
1221 Brickell Building, Suite 1030
Miami, FL 33131

SEC#: 801-108467
Years in Business: 5 years


How Retirement-Friendly is Miami-Dade County, FL?

  • Population: 2699,428
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $293,100
  • Average Monthly Housing Cost: $1,343
  • Average Household Income: $79,100
  • 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.)


Miami-Dade County, FL Financial Advisor FAQs

A financial advisor is a person people often hire to help them manage their money. This includes managing investments as well as planning, financial advising, and even risk management.
Financial advisors have a wide range of duties that goes from educating clients about their financial situation, through managing investments to minimizing taxes.
A financial advisor typically helps their clients achieve a meaningful level of financial security by helping them to plan for, and save for, retirement. A personal advisor could help you build a plan for reaching your goals based on your lifestyle habits and resources.
Financial advisors get paid in a number of ways. They can charge fees on an hourly basis, receive commissions from the investments they sell, or give advice for a monthly consultation fee-- among other things.