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Find Top Financial Advisors in Coral Gables, 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 Coral Gables, Florida
Last Updated - 08-Aug-2022

Coral Gables has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 90 non-vetted advisors in your local area. These financial advisors in Coral Gables, Florida have an average of 16 years of experience.

NOTE: The list of financial advisors in Coral Gables, 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 Coral Gables, Florida.

Qualified Financial Advisors in Coral Gables, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jimmy Gonzalez
CRPC®
ANTHEM ADVISORS
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
21 Not Specified Not Specified Fee-Based
Charles Helme
BH ASSET MANAGEMENT, LLC
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
30 $80000000 $500000 Fee-Only
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,
Miami Ii - Boca Raton (West), 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 Coral Gables

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

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


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# 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# 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,
Miami Ii - Boca Raton (West),
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, Based on Assets, Commissions


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 Coral Gables, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Bayview Asset Management, Llc
4425 Ponce De Leon Blvd. , 5th Floor,
Coral Gables, FL 33146
$49,836,256,000 43 A percentage of AUM
Hourly charges
Performance Based
Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)
Archpoint Investors
121 Alhambra Plaza , Suite 1202,
Coral Gables, FL 33134
$2,734,879,027 155 A percentage of AUM
Fixed fees
Performance Based
Austin Atlantic Asset Management Co.
1 Alhambra Plaza , Suite 100,
Coral Gables, FL 33134
$1,264,200,000 9 A percentage of AUM
Fixed fees
Firestone Capital Management Inc
1501 Venera Avenue , Suite 310,
Coral Gables, FL 33146-3047
$645,711,904 1105 A percentage of AUM
Fixed fees
Amerant Investments, Inc.
220 Alhambra Circle , 2nd Floor,
Coral Gables, FL 33134
$594,739,388 761 A percentage of AUM
Commision Based
Driftwood Advisors, Llc
255 Alhambra Cir, Ste 760,
Coral Gables, FL 33134
$517,185,443 3 A percentage of AUM
Performance Based
Aston Capital Management
355 Alhambra Circle, , Suite 1350,
Coral Gables, FL 33134
$354,729,148 12 A percentage of AUM
Performance Based
Bradesco Global Advisors
2333 Ponce De Leon Blvd. , Suite 700-A,
Coral Gables, FL 33134
$277,840,489 123 A percentage of AUM
Loyola Asset Management Llc
2525 Ponce De Leon Blvd , Suite 300,
Coral Gables, FL 33134
$200,237,054 92 A percentage of AUM
Fixed fees
Cathy Pareto And Associates
901 Ponce De Leon Blvd. , Suite 501,
Coral Gables, FL 33134
$188,467,006 497 A percentage of AUM
Hourly charges
Fixed fees
Millares Asset Management, Llc
500 South Dixie Highway, Suite 201,
Coral Gables, FL 33146
$173,130,762 131 A percentage of AUM
Hourly charges
Fixed fees
Stratigraphic Asset Management, Inc.
804 Douglas Rd , Suite 363,
Coral Gables, FL 33134
$155,339,523 67 A percentage of AUM
Atlantic Family Wealth, Llc
6705 S Red Road , Suite 604,
Coral Gables, FL 33143
$147,408,894 177 A percentage of AUM
Hourly charges
Sunstate Wealth Management Llc
2901 S Lejeune Road,
Coral Gables, FL 33134
$110,000,000 1 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Dvdendo, Inc.
95 Merrick Way , 3rd Floor,
Coral Gables, FL 33134
$969,761 40476 A percentage of AUM
Fixed fees

    List of Additional Advisors in Coral Gables, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alexander E Fernandez
    Inquire with Alexander
    220 Alhambra Circle, 10th Floor, Coral Gables, FL  33134 305-476-3330
    Aldo C. Busot
    Inquire with Aldo
    220 Alhambra Circle, 10th Floor, Coral Gables, FL  33134 305-569-7021
    Adam E Carlin
    Inquire with Adam
    220 Alhambra Circle, 10th Floor, Coral Gables, FL  33134 305-476-3302
    Bradly Diaz
    Inquire with Bradly
    220 Alhambra Circle 10th, Floor, Coral Gables, FL  33134 305-507-7792
    Bre Sawyer
    Inquire with Bre
    220 Alhambra Circle 10th, Floor, Coral Gables, FL  33134 305-476-3305
    Angel Colina
    Inquire with Angel
    220 Alhambra Circle 10th, Floor, Coral Gables, FL  33134 305-476-3313
    Alberto Peralta Ramos
    Inquire with Alberto
    220 Alhambra Circle 10th, Floor, Coral Gables, FL  33134 305-476-3332
    Amelia Karenina Balonek
    Inquire with Amelia
    220 Alhambra Circle, 10th Floor, Coral Gables, FL  33134 305-569-7035
    Andres Echeverri
    Inquire with Andres
    220 Alhambra Circle 10th, Floor, Coral Gables, FL  33134 305-460-7821
    Antoni Fernandez
    Inquire with Antoni
    220 Alhambra Circle 10th, Floor, Coral Gables, FL  33134 305-460-7929
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