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 - 22-Mar-2023

Miami has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 223 non-vetted advisors in your local area. These financial advisors in Miami, Florida have an average of 19 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
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
30 105,000,000 $500000 Fee-Only
Huston Lorenzo
1 Alhambra Plaza,
Suite 1130,
Coral Gables, FL 33134
8 $340,000,000 $500,000 Fee-Based
Jimmy Gonzalez
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
21 Not Specified Not Specified 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,
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,
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,
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?

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

Firm Name AUM No. of Clients Fee Structure
2640 S. Bayshore Drive , Suite 201,
Miami, FL 33133
$9,938,736,506 12 A percentage of AUM
Performance Based
333 Se 2nd Ave , Suite 3950,
Miami, FL 33131
$1,588,632,312 281 A percentage of AUM
Fixed fees
Performance Based
1450 Brickell Avenue , Suite 2900,
Miami, FL 33131
$1,587,159,834 1158 A percentage of AUM
Performance Based
1001 Brickell Bay Drive , Suite 1900,
Miami, FL 33131
$1,153,296,573 1425 A percentage of AUM
Performance Based
333 Se 2nd Ave , Suite 2820,
Miami, FL 33131
$705,541,597 320 A percentage of AUM
Fixed fees
Performance Based
777 Brickell Avenue , Suite 1201,
Miami, FL 33131
$468,371,189 126 A percentage of AUM
Hourly charges
Fixed fees
1450 Brickell Ave , Suite 2610,
Miami, FL 33131
$402,241,610 145 A percentage of AUM
Hourly charges
Fixed fees
1450 Brickell Ave , Suite 2610,
Miami, FL 33131
$320,900,328 158 A percentage of AUM
Hourly charges
Fixed fees
1221 Brickell Avenue , Suite 1070,
Miami, FL 33131
$284,371,152 286 A percentage of AUM
1001 Brickell Bay Drive , Suite 2000,
Miami, FL 33131-4939
$251,707,357 107 A percentage of AUM
1000 Brickell Avenue , Suite 560,
Miami, FL 33131
$225,411,562 9 A percentage of AUM
Fixed fees
999 Brickell Avenue , Suite 1006,
Miami, FL 33131
$217,744,636 369 A percentage of AUM
Performance Based
1395 Brickell Ave , Suite 800,
Miami, FL 33131
$177,470,172 3 A percentage of AUM
Performance Based
2601 S. Bayshore Dr. , Suite 1200,
Miami, FL 33133
$149,229,045 9 A percentage of AUM
Performance Based
1221 Brickell Avenue , Suite 600,
Miami, FL 33131
$120,639,096 89 A percentage of AUM
Hourly charges
Fixed fees

    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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