Find a Financial Advisor in Miami, FL

 

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

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We Only Work With The Best Miami 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, FL


  • Financial Advisor Close to Miami, 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, 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, FL

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

  • Population: 454,279
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $334,100
  • Average Monthly Housing Cost: $1,201
  • Average Household Income: $68,105
  • 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, 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: 4 years

 


Miami, FL Financial Advisor FAQs

The cost for a financial advisor largely depends on the type of advisor you need, what they will do for you, and how much experience they have.
Financial advisors charge fees based on either a percentage of assets under management (generally 1% per year) or a flat fee each financial quarter.
It is important when choosing a financial advisor that they are regulated in the jurisdiction where they are practicing, have no clear conflicts of interest and comes recommended by someone you trust who has experience working with them.
Financial advisors help you make informed decisions about your investments that will minimize risk of loss or tax liability while maximizing returns.