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
Eugenio Orestes Retana
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Felix Jaimovich
Registered Affiliation(s):MORGAN STANLEY
Vivien Balcker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lauren M Salas
Registered Affiliation(s):MORGAN STANLEY
Philip Scott Gribbons
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
George Luis Perez
Registered Affiliation(s):GENTRUST
Janet Franco
Registered Affiliation(s):MORGAN STANLEY
Jordan Ray Starr
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Antonio Andres Lopez
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Gwenaelle Romain
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Garland A Rodriguez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Kaufman
Registered Affiliation(s):MORGAN STANLEY
Donald Allen Tollin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Barry Allen Schwartz
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Richard James Feldman
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Edward Michael Cahill
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey Scott Miller
Registered Affiliation(s):MORGAN STANLEY
Mario Yngerto
Registered Affiliation(s):GENESIS WEALTH MANAGEMENT, INC.
Ralph Michael Byer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles L Verner
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Randy Scott Friedlander
Registered Affiliation(s):MORGAN STANLEY
Sandy Jukel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joseph Anthony Fezza
Registered Affiliation(s):MORGAN STANLEY
Myron David Stayman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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