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Find Top Financial Advisors in Miami Beach, Florida

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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 Miami Beach, Florida
Last Updated - 20-Nov-2022

Miami Beach has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Miami Beach, Florida have an average of 14 years of experience.

NOTE: The list of financial advisors in Miami Beach, Florida mentioned below do 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 Miami Beach, Florida.

Qualified Financial Advisors in 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 $80000000 $500000 Fee-Only
Huston Lorenzo
SNOWDEN LANE PARTNERS
1 Alhambra Plaza,
Suite 1130,
Coral Gables, FL 33134
7 $340,000,000 $500,000 Fee-Based
Jimmy Gonzalez
CRPC®
ANTHEM ADVISORS
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
21 Not Specified Not Specified Fee-Based
Glynis Banhan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL 33180
9 Not Specified Not Specified Fee-Based
David Balestriere
CFP®
EDELMAN FINANCIAL ENGINES, LLC
7900 Glades Road Suite 310,
Boca Raton, FL 33434
15 Not Specified Not Specified Fee-Based
Ali Zafar
MORGAN STANLEY
4855 Technology Way, Suite 600,
Boca Raton, FL 33431
7 Not Specified $250,000 Fee-Based

Information on Qualified Financial Advisors in Miami Beach

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

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# 5951377
Firm CRD# 149794
Series 7, 9, 10, 63, 65, 66

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


Office Location 1 Alhambra Plaza,
Suite 1130,
Coral Gables,
FL
33134
Phone Number 305-968-8081

With a focus on comprehensive wealth planning, we serve as trusted advisor and personal CFO to individuals and families, globally. Through our Family Office-like services you will have access to: 1) Data/asset aggregation 2) Financial organization 3) Cash/credit management 4) Tax strategies/planning 5) Estate planning and implementation 6) Risk management 7) Investment strategy and implementation 8) Family legacy and governance I bring over 10 years of financial experience from corporate finance, investment banking and wealth management. I am first generation American (Cuban born parents who came to the US in the 1970s) and I'm fluent in spanish. We look for long-term, mutually agreeable relationships where we fully understand each other.

About Snowden Lane Partners

Snowden Lane Partners is a boutique wealth advisory firm with over $10B in client assets. Our team, the Ureña Wealth Management Group, focuses on providing comprehensive wealth planning to individuals and families, globally.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


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 21 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbing through the ranks and working 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 Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.

About 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 CRD# 5447139
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL
33180
Phone Number 786-288-3439

Having worked in financial services for almost a decade, I have witnessed the positive impact that financial planning can have on achieving one's goals. As a child of an immigrant mother, I know the importance of not just learning about personal finance but teaching it as well. So, I've made it my personal goal to help educate as many clients as I can through their financial journeys.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4790356
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 7900 Glades Road Suite 310,
Boca Raton,
FL
33434
Phone Number 561-288-4011

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6486729
Firm CRD# 149777
Series 7, 66

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


Office Location 4855 Technology Way, Suite 600,
Boca Raton,
FL
33431
Phone Number 561-393-1829

Financial well being is something we all need, but what it means for each of us is unique. I take a personal approach to your financial health by taking the time to understand the things you value and the goals that matter to you. This allows me to tailor your financial strategy to fit your needs and objectives. We will work closely with your CPA and estate planning attorney to develop a comprehensive approach to your finances that will give you the confidence to live life your way because ultimately, that is the goal. Born and raised in south Florida and having lived in Florida for most of my life, this is where I call home. I enjoy golfing, being outdoors and spending time in Delray Beach where I live with my wife, Zarnash. We have two pets and we love traveling. I am committed to providing the financial guidance you deserve along with my Client Service Associate, Perri Hazan. We are dedicated to delivering the exceptional service you come to expect from us at Morgan Stanley.

About Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities


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

Firm Name AUM No. of Clients Fee Structure
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
2340 Collins Avenue,
Miami Beach, FL 33139
$73,222,499,797 187 Performance Based
Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
PENNANTPARK INVESTMENT ADVISERS, LLC
1691 Michigan Avenue,
Miami Beach, FL 33139
$4,650,029,515 15 A percentage of AUM
Performance Based
THE STAGWELL GROUP LLC
1674 Meridian Avenue , Suite 210,
Miami Beach, FL 33139
$1,806,000,000 1 Performance Based
ROSEMAWR MANAGEMENT LLC
1674 Meridian Avenue , Suite 420,
Miami Beach, FL 33139
$1,423,449,000 11 A percentage of AUM
Performance Based
EIGHTFOLD REAL ESTATE CAPITAL, L.P.
1111 Lincoln Road , Suite 802,
Miami Beach, FL 33139-2451
$1,140,465,672 12 A percentage of AUM
Performance Based
K5 GLOBAL ADVISOR LLC
9 La Gorge Circle,
Miami Beach, FL 33141
$612,169,838 37 A percentage of AUM
Performance Based
HAWKEYE CAPITAL MANAGEMENT, LLC
1828 Bay Road , 2nd Floor,
Miami Beach, FL 33139
$579,034,109 4 A percentage of AUM
THOMAS J. HERZFELD ADVISORS, INC.
119 Washington Avenue , Suite 504,
Miami Beach, FL 33139
$558,743,634 283 A percentage of AUM
Performance Based
Other (CONSULTING FEES)
ROSE CAPITAL ADVISORS, LLC
119 Washington Avenue , Suite 400,
Miami Beach, FL 33139
$360,267,594 411 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
VESTA WEALTH MANAGEMENT, LLC
1688 Meridian Avenue , 7th Floor, Suite 700,
Miami Beach, FL 33139
$289,631,389 319 A percentage of AUM
FLEXIS CAPITAL
429 Lenox Avenue,
Miami Beach, FL 33139
$270,654,152 8 A percentage of AUM
Performance Based
BUCKLEY CAPITAL ADVISORS, LLC
1691 Michigan Avenue, Suite 435,
Miami Beach, FL 33139
$161,725,838 14 A percentage of AUM
Performance Based
LINN WEALTH CAPITAL MANAGEMENT, LLC
1111 Lincoln Rd. , Suite 500,
Miami Beach, FL 33139
$143,687,144 308 A percentage of AUM
Hourly charges
Fixed fees
HATTON INVESTMENTS LLC
1000 5th Street , Suite 204,
Miami Beach, FL 33139
$141,462,696 258 A percentage of AUM
DHODY INVESTMENT GROUP
2340 Collins Avenue , Suite 604,
Miami Beach, FL 33139
$0 0 A percentage of AUM
Fixed fees

    List of Additional Advisors in Miami Beach, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Andrew Schultz
    Inquire with Andrew
    1691 Michigan Ave., Suite 550, Miami Beach, FL  33139 305-695-6116
    Amir Merali
    Inquire with Amir
    1691 Michigan Ave., Suite 550, Miami Beach, FL  33139 305-695-6115
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1691 Michigan Ave., Suite 550, Miami Beach, FL  33139 305-672-5900
    Matthew Marino
    Inquire with Matthew
    1691 Michigan Ave., Suite 550, Miami Beach, FL  33139 305-695-6126
    Mijanou Malise Spurdle
    Inquire with Mijanou
    1691 Michigan Ave., Suite 550, Miami Beach, FL  33139 305-695-6119
    Eric Hirsch
    Inquire with Eric
    1691 Michigan Ave., Suite 550, Miami Beach, FL  33139 305-695-6125
    Gavriella Factor
    Inquire with Gavriella
    1691 Michigan Ave., Suite 550, Miami Beach, FL  33139 305-695-6134
    Javier Gomez
    Inquire with Javier
    930 W 41st Street, Miami Beach, FL  33140 561-613-3628
    Eric Beira-Casanova - TD Wealth Financial Advisor
    Inquire with Eric
    350 Lincoln Road, Miami Beach, FL  33139 561-696-4322
    Francisco Avalle
    Inquire with Francisco
    1570 Alton Road, Miami Beach, FL  33139 561-322-8660
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