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Find Top Financial Advisors in Miami, Florida

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Miami, Florida is known for its white sand beaches, year round sunny weather, latin influence and Cuban coffee. Living in paradise comes at a price though. The cost of living in Miami is 14% higher than the national average. Since Miami has a high cost of living, but Florida has no state income tax, finding a financial advisor in Miami that helps you use the right financial vehicles to meet your financial goals could be beneficial. There are over 2500 financial advisors to choose from in Miami, so finding the right advisor that you trust with your finances could seem intimidating. It doesn't have to be. That's why we at WiserAdvisor are here to help. Connecting people to vetted fiduciary financial advisors is our mission.


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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Miami, Florida.

Finding the Top Financial Advisor in Miami, Florida
Last Updated - 19-Sep-2022

Miami has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 221 non-vetted advisors in your local area. These financial advisors in Miami, Florida have an average of 14 years of experience.

NOTE: The list of financial advisors in Miami, 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, Florida.

Qualified Financial Advisors in Miami, 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

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 over 10 years of professional experience, I bring a unique skillset to our relationships. Having Cuban born parents, and being a first generation American, I am fluent in spanish. Not only does my exposure from corporate finance, wealth management and investment banking provide a invaluable perspective to client relationships, but the fact that I provide that in multiple languages is huge for current and prospective clients. In addition to serving domestic clients, we also provide our wealth advisory services to international clientele as well! Our focus is comprehensive investment planning. This is a broad topic that covers many aspects of your life which can range from investment management, to retirement planning, to asset protection and wealth transfer, to insurance to risk management. We strive to be your primary, trusted advisor.

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, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Rwc Asset Advisors (Us) Llc
2640 S. Bayshore Drive , Suite 201,
Miami, FL 33133
$9,938,736,506 12 A percentage of AUM
Hourly charges
Performance Based
Boreal Capital Management Llc
1450 Brickell Avenue , Suite 2900,
Miami, FL 33131
$2,770,442,044 1133 A percentage of AUM
Hourly charges
Performance Based
Mmbg Investment Advisors Co.
1221 Brickell Avenue , 1221 Brickell Building, Suite 1030,
Miami, FL 33131
$2,041,441,088 121 A percentage of AUM
Fixed fees
Industrial Development Funding Llc
1000 South Pointe Drive , Suite 1104,
Miami, FL 33139
$1,453,425,334 8 A percentage of AUM
Performance Based
Other (COMMITMENT FEES)
Blocktower Capital Advisors Lp
1221 Brickell Avenue , Ste. 700,
Miami, FL 33131
$938,765,171 8 A percentage of AUM
Hourly charges
Performance Based
Element Pointe Advisors
333 Se 2nd Ave , Suite 2820,
Miami, FL 33131
$705,541,597 320 A percentage of AUM
Fixed fees
Performance Based
Creand Management
777 Brickell Avenue , Suite 1201,
Miami, FL 33131
$468,371,189 126 A percentage of AUM
Hourly charges
Fixed fees
Az Apice Capital Management Llc
1450 Brickell Ave , Suite 2610,
Miami, FL 33131
$402,241,610 145 A percentage of AUM
Fixed fees
Ucap Asset Management Llc
1221 Brickell Avenue , Suite 1070,
Miami, FL 33131
$284,371,152 286 A percentage of AUM
Rm Private Wealth Management Inc.
801 Brickell Ave , Suite 800,
Miami, FL 33131
$244,139,093 167 A percentage of AUM
Hourly charges
Scala Capital Llc
999 Brickell Avenue , Suite 1006,
Miami, FL 33131
$217,744,636 369 A percentage of AUM
Performance Based
Horn Eichenwald Investments Corp.
2601 S. Bayshore Dr. , Suite 1200,
Miami, FL 33133
$149,229,045 9 A percentage of AUM
Hourly charges
Performance Based
Intercam Advisors, Inc.
1221 Brickell Avenue , Suite 600,
Miami, FL 33131
$120,639,096 89 A percentage of AUM
Fixed fees
Holdun Family Office Llc
2125 Biscayne Blvd , Suite 324,
Miami, FL 33137
$116,819,707 60 A percentage of AUM
Other (MINIMUM FIXED FEE PAYABLE QUARTERLY)
Ifb Wealth Management Llc
777 Sw 37th Avenue , 6th Floor,
Miami, FL 33135
$111,217,077 56 A percentage of AUM
Hourly charges

    List of Additional Advisors in Miami, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Andres Loredo
    Inquire with Andres
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-347-2054
    Bernardo Acebal
    Inquire with Bernardo
    200 S Biscayne Blvd, Ste 1500, Miami, FL  33131 305-533-5309
    Alfredo Rotemberg
    Inquire with Alfredo
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 786-777-6930
    Arturo Castelo
    Inquire with Arturo
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 786-777-6979
    Beatrice E Cueto
    Inquire with Beatrice
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-533-1709
    Alejandro Perez Bustamante
    Inquire with Alejandro
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 786-777-6974
    Alvaro Uribe
    Inquire with Alvaro
    9130 S Dadeland Blvd, Ste 1702, Miami, FL  33156 305-671-2030
    Alvaro Alvarez
    Inquire with Alvaro
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-533-1740
    All Star Capital Group, Inc.
    Inquire with All
    14707 South Dixie Highway, Suite 306, Miami, FL  33176 305-252-0113
    Andrea Steinacker
    Inquire with Andrea
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-376-8585
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