Top Financial Advisors in Coral Gables, Florida
Finding the right financial advisor in Coral Gables is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Coral Gables, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Coral Gables, FL.
Find the Best Financial Advisor Firms in Coral Gables:
WE FAMILY OFFICES
CRD#: 109869
Address: 2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134
AUM: $ 17.8B
EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT
CRD#: 109698
Address: 4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146
Clients: 539
Average Clients per Advisor: 28
AUM: $ 2.6B
FIRESTONE CAPITAL MANAGEMENT INC
CRD#: 106366
Address: 1501 Venera Avenue Suite 310, Coral Gables, FL 33146-3047
Clients: 138
Average Clients per Advisor: 23
AUM: $ 593M
ASTON CAPITAL MANAGEMENT
CRD#: 291310
Address: 355 Alhambra Circle, Suite 1350, Coral Gables, FL 33134
AUM: $ 349M
KIRTLAND FINANCIAL MANAGEMENT, INC.
CRD#: 131138
Address: 100 Almeria Ave Suite 302, Coral Gables, FL 33134
Clients: 66
Average Clients per Advisor: 22
AUM: $ 276M
PREMIA GLOBAL ADVISORS, LLC
CRD#: 282426
Address: 2600 South Douglas Road Suite 1103, Coral Gables, FL 33134
Clients: 10
Average Clients per Advisor: 3
AUM: $ 259M
How We Chose the Top Financial Advisors in Coral Gables, Florida
To create this list of top financial advisor firms in Coral Gables, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Coral Gables has to offer.
Search Financial Advisors in Coral Gables, Florida
Sasha Lauzon
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Rosa Cavalie Medina
Registered Affiliation(s):MORGAN STANLEY
Heather Dawne Berry
Registered Affiliation(s):MORGAN STANLEY
Varda Tal
Registered Affiliation(s):HALLMARK CAPITAL MANAGEMENT INC
Romel Reinaldo Rodriguez
Registered Affiliation(s):JEFFERIES LLC
Joseph Albert Moseley III
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael Lionel Mendes
Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.
Kevin Paul Reynolds
Registered Affiliation(s):GWN SECURITIES INC.
Jeffrey M Stern
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Joseph Oronzo Porcelli
Registered Affiliation(s):HARRISDIRECT LLC
Joel Angel Palatnik
Registered Affiliation(s):LWM ADVISORY SERVICES, LLC
Estrella Elbaz
Registered Affiliation(s):MORGAN STANLEY
Christa L Pargas
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Edward Reardon
Registered Affiliation(s):MORGAN STANLEY
Loren Matthew Farinelli
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Nicholas Morgan Greer
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Derrick A Munroe
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Joselyn Edmonds
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joan A Morgan Brown
Registered Affiliation(s):MORGAN STANLEY
Raquel L Nacht
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kenneth Peter Steinmetz
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
John Philip Foreman
Registered Affiliation(s):MORGAN STANLEY
Michael Cooney
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Edward Mahoney
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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