Financial Advisors in or around Miami, Florida

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs

What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name:   Last Name:
Email   Phone No:
Additional Information (optional)
Results from people who have used the "Match Me" form above


Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:


Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

WiserAdvisor >   Florida >   Miami 

Premium Financial Advisors Listing

Jane Zucker, Financial Advisor from Miami, Florida

Jane Zucker

Distance: 2 miles

You deserve personal attention and independent, unbiased investment advice. You always come first: the focus is on your goals & your financial security. No proprietary products, no minimums, and no pressure. Gain access to a complete range of investment opportunities and services, including some usually reserved only for institutional and high net...

Paul Porter,CFP® , Financial Advisor from Miami, Florida

Paul Porter,CFP®

Distance: 19 miles

I am a CERTIFED FINANCIAL PLANNER™ professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financia...

Michael Gnefkow, Financial Advisor from Miami, Florida

Michael Gnefkow

Distance: 28 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Other Financial Advisors Listing

Hadley Williams, Financial Advisor from Miami, Florida

Hadley Williams

Campbell Williams, Inc.

We are an Investment Consulting firm working primarily with High Net Worth Individuals anywhere in the US or other countries. We sell no products, are totally independent and objective, we work exclus...

Michael Gentsch, Financial Advisor from Miami, Florida

Michael Gentsch

Ameriprise Financial Services, Inc.

My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals; giving you confi...