North Miami Beach, FL
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Find Top Financial Advisors in North Miami Beach, Florida

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in North Miami Beach, Florida

Last Updated - May 17, 2024

North Miami Beach has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in North Miami Beach, Florida have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in North Miami Beach, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in North Miami Beach, Florida.

Qualified Financial Advisors in North Miami Beach, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
Charles Helme
BH ASSET MANAGEMENT, LLC
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
30 Years $105,000,000 $500,000 Fee-Only
Jimmy Gonzalez
CRPC®
ANTHEM ADVISORS
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
24 Years Not Specified $500,000 Fee-Based
Dock Street Asset Management
CAIA®, CFA®
2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach, FL 33480
18 Years $700,000,000 $500,000 Fee-Only

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Information on Qualified Financial Advisors in North Miami Beach, Florida

Qualifications CRD# 712007
Firm CRD# 152117
Series 65

Compensation/Fee Fee-Only


Office Location 1221 Brickell Avenue, 9th Floor,
Miami,
FL
33130
Phone Number 786-475-1280

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At this bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business.

About BH Asset Management, LLC

BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.


Qualifications CRD# 4271692
Firm CRD# 143440
Series 63, 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 2600 Douglas Rd.,
STE 1104,
Coral Gables,
FL
33134
Phone Number 305-482-3002

Jimmy began his career in the financial services industry over 20 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbed through the ranks and worked in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award. Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane, and their dog Pepper. They are committed to the local community by being involved with The Golden Canes Society at the University of Miami whose mission is to strengthen the academic and athletic excellence of the University of Miami's student-athletes.

About Anthem Advisors

Anthem Advisors

We're Your Partner for Long-Term Wealth. Our goals are the same: Sound investment advice free from conflict of interest. It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence?


Qualifications Firm CRD# 111163

Compensation/Fee Fee-Only


Office Location 2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach,
FL
33480
Phone Number 203-532-9470

About Dock Street Asset Management

Dock Street Asset Management

Dock Street provides Investment Planning to families and individuals. Our clients are are looking for a long term investment plan and partnership with an experienced advisor. We work closely with you to understand your financial goals and determine what level of risk is appropriate. In doing so, we reduce the uncertainty and anxiety our clients face as they search for answers to questions like these:

  • Do I have enough?
  • Will I have enough?
  • How will I get there?

Working together with our clients we develop an Investment Plan that maps out their financial future. Our plans can never eliminate the uncertainty clients feel in the short-term, but by focusing attention on the long-term outcomes available to investors, a certain level of calm can be achieved. We’ve seen it happen—and getting to this place with clients is what makes our work satisfying and rewarding.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in North Miami Beach, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PIONEER FAMILY OFFICE, LLC
3323 Ne 163rd St., Suite 404, North Miami Beach, FL 33160
5 366 $626,265,698
A Percentage of AUM, Other (MINIMUM ACCOUNT CHARGE)
RIVO ALTO CAPITAL FUNDING LLC
3323 Ne 163 Street, Ph704, North Miami Beach, FL 33160
11 5 $363,211,211
Other (PURCHASE & SALE OF PRIVATE MORTGAGES)
UNISON ASSET MANAGEMENT LLC
3323 Ne 163rd Street, Ph703, North Miami Beach, FL 33160
4 15 $161,319,782
A Percentage of AUM, Fixed Fees, Performance Based

    Frequently Asked Questions

    Our directory for the state of Florida features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and guiding retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Before hiring a financial advisor in Florida, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

    For a more streamlined approach to finding a trustworthy financial advisor in Florida, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements. Additionally, seek recommendations from trusted individuals, and conduct your own research for advisors registered with respected regulatory bodies such as FINRA and the SEC, as these organizations uphold industry standards and ethics.<

    The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.

    When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Florida.

    Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.