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Find Top Financial Advisors in Miami, Florida

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 - 23-Sep-2023

Miami has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 232 non-vetted advisors in your local area. These financial advisors in Miami, Florida have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Miami, 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 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 Years $105,000,000 $500,000 Fee-Only
Dock Street Asset Management
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 Miami, Florida

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

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 Firm CRD# 111163

Compensation/Fee Fee-Only

Office Location 2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach,
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

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
2640 S. Bayshore Drive, Suite 201, Miami, FL 33133
19 12 $9,938,736,506
A percentage of AUM, Performance Based
333 Se 2nd Ave, Suite 3950, Miami, FL 33131
34 281 $1,588,632,312
A percentage of AUM, Fixed fees, Performance Based
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
48 1158 $1,587,159,834
A percentage of AUM, Performance Based
1001 Brickell Bay Drive, Suite 1900, Miami, FL 33131
14 1425 $1,153,296,573
A percentage of AUM, Performance Based
333 Se 2nd Ave, Suite 2820, Miami, FL 33131
12 320 $705,541,597
A percentage of AUM, Fixed fees, Performance Based
777 Brickell Avenue, Suite 1201, Miami, FL 33131
36 126 $468,371,189
A percentage of AUM, Hourly charges, Fixed fees
1450 Brickell Ave, Suite 2610, Miami, FL 33131
3 145 $402,241,610
A percentage of AUM, Hourly charges, Fixed fees
1450 Brickell Ave, Suite 2610, Miami, FL 33131
4 158 $320,900,328
A percentage of AUM, Hourly charges, Fixed fees, Other (COMBINATION MANAGEMENT AND PERFORMANCE FEES)
1221 Brickell Avenue, Suite 1070, Miami, FL 33131
14 286 $284,371,152
A percentage of AUM
1001 Brickell Bay Drive, Suite 2000, Miami, FL 33131-4939
3 107 $251,707,357
A percentage of AUM
1000 Brickell Avenue, Suite 560, Miami, FL 33131
2 9 $225,411,562
A percentage of AUM, Fixed fees
999 Brickell Avenue, Suite 1006, Miami, FL 33131
9 369 $217,744,636
A percentage of AUM, Performance Based
1395 Brickell Ave, Suite 800, Miami, FL 33131
2 3 $177,470,172
A percentage of AUM, Performance Based
2601 S. Bayshore Dr., Suite 1200, Miami, FL 33133
2 9 $149,229,045
A percentage of AUM, Performance Based
1221 Brickell Avenue, Suite 600, Miami, FL 33131
22 89 $120,639,096
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
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-347-2054
    200 S Biscayne Blvd, Ste 1500, Miami, FL  33131 305-533-5309
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 786-777-6930
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 786-777-6979
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-533-1709
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 786-777-6974
    9130 S Dadeland Blvd, Ste 1702, Miami, FL  33156 305-671-2030
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-533-1740
    14707 South Dixie Highway, Suite 306, Miami, FL  33176 305-252-0113
    200 S Biscayne Blvd, Ste 1100, Miami, FL  33131 305-376-8585

      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.