Top Financial Advisors in Miami, Florida
Finding the right financial advisor in Miami 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 Miami, 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 Miami, FL.
Find the Best Financial Advisor Firms in Miami:
SANCTUARY ADVISORS, LLC
CRD#: 226606
Address: 1450 Brickell Avenue Suite 2120, Miami, FL 33131
Clients: 14,600
Average Clients per Advisor: 36
AUM: $ 34.9B
FINACCESS ADVISORS, LLC
CRD#: 150697
Address: 1111 Brickell Avenue Suite 2600, Miami, FL 33131
Clients: 2
Average Clients per Advisor: 0
AUM: $ 4.1B
GENTRUST
CRD#: 158369
Address: 1450 Brickell Avenue Suite 3050, Miami, FL 33131
Clients: 27
Average Clients per Advisor: 1
AUM: $ 2.8B
INGHAM RETIREMENT GROUP
CRD#: 106299
Address: 9155 S. Dadeland Blvd., Suite 1512 Suite 1560, Miami, FL 33156
Clients: 649
Average Clients per Advisor: 54
AUM: $ 2.0B
MMBG INVESTMENT ADVISORS CO.
CRD#: 285263
Address: 1221 Brickell Avenue 1221 Brickell Building, Suite 1030, Miami, FL 33131
AUM: $ 1.7B
BULLTICK WEALTH MANAGEMENT, LLC
CRD#: 141588
Address: 333 Se 2nd Ave Suite 3950, Miami, FL 33131
Clients: 60
Average Clients per Advisor: 3
AUM: $ 1.7B
How We Chose the Top Financial Advisors in Miami, Florida
To create this list of top financial advisor firms in Miami, 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 Miami has to offer.
Search Financial Advisors in Miami, Florida
Alvin R Lopez
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Christian Morgan Bagshaw
Registered Affiliation(s):INSIGNEO ADVISORY SERVICES, LLC
Gabriel Ferra
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Jeffrey Brandon Kline
Registered Affiliation(s):INSIGNEO ADVISORY SERVICES, LLC
Yzana Hernandez Oestreicher
Registered Affiliation(s):INSIGNEO ADVISORY SERVICES, LLC
Carlos Pita
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gisella Bello
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Louis Danby Warren
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Victoria Carmen Santaella
Registered Affiliation(s):INTERCAM ADVISORS, INC.
Jairo Enrique Navarro
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Christian Paz
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Oscar Jesus Castellanos
Registered Affiliation(s):PROVENANCE WEALTH ADVISORS
Mei Won Moy
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Eric Benjamin Hirsch
Registered Affiliation(s):MORGAN STANLEY
Patrick Anthony Pereira
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Alvaro Luiz Catao
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Giselle Janet Sacon
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Clotilde Levi
Registered Affiliation(s):BCI SECURITIES, INC.
Mariana Permuy
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Antonio Avelino Garcia
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Lillian Otero
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Antonio Giorgetti
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gregory Scott Breen
Registered Affiliation(s):MORGAN STANLEY
Juan Salvador Amaya Franck
Registered Affiliation(s):INVEX ADVISORS LLC
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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