Top 10 advisors in Coral Gables
We’ve curated a list of the best financial advisors in Coral Gables, take a look at it below
Find an advisor in Coral Gables| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $5,765,687,579 | 50 advisors | ||
| 2 | $4,694,554,930 | 66 advisors | ||
| 3 | $2,640,714,946 | 38 advisors | ||
| 4 | $909,715,919 | 7 advisors | ||
| 5 | $598,377,663 | 9 advisors | ||
| 6 | $590,767,561 | 8 advisors | ||
| 7 | $545,545,663 | 11 advisors | ||
| 8 | $516,713,878 | 4 advisors | ||
| 9 | $460,516,000 | 8 advisors | ||
| 10 | $449,119,537 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Coral Gables, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coral Gables. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Dimension Capital Management LLC
Assets under management
$5,765,687,579
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Trivest Investment Advisors, LLC
Assets under management
$4,694,554,930
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Evensky & Katz/foldes Wealth Management
Assets under management
$2,640,714,946
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Seaview Investment Managers LLC
Assets under management
$909,715,919
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Sub-advisory Services
5. Archpoint Investors
Assets under management
$598,377,663
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
6. Firestone Capital Management Inc
Assets under management
$590,767,561
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Finback Investment Partners
Assets under management
$545,545,663
Fee structure
A percentage of assets under your management
Performance-based fees
FINBACK RECEIVES BOARD FEES AND MAY ALSO FROM TIME TO TIME RECEI
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Bayshore Wealth Advisors
Assets under management
$516,713,878
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting Services
9. Invex Advisors LLC
Assets under management
$460,516,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
An Open-end Fund Incorporated In The Cayman Islands
- Not sure which one to choose?Use our smart matching tool
10. Aston Capital Management
Assets under management
$449,119,537
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.