Top 10 advisors in Miami

Top 10 advisors in Miami

We’ve curated a list of the best financial advisors in Miami, take a look at it below

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  • 1. Citadel Advisors LLC

    Assets under management

    $339,079,412,155

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    REIMBURSEMENT OF EXPENSES

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 2. Corient

    Assets under management

    $81,941,806,571

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    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)

    Pension Consulting Services

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

  • 3. I Squared Capital Advisors (us) LLC

    Assets under management

    $47,796,133,982

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 4. Cifc Asset Management LLC

    Assets under management

    $37,246,864,417

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    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)

    We Manage Collateralized Loan Obligation Funds, Other Private Funds And Separately Management Accounts

  • 5. Oc Investment Management Lp

    Assets under management

    $23,760,667,616

    Fee structure

    Performance-based fees

    ANNUALLY NEGOTIATED MANAGEMENT FEE

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 6. Loop Capital Asset Management

    Assets under management

    $8,312,737,289

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    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)

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    7. Redwheel

    Assets under management

    $7,260,889,944

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Investment Companies

    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)

  • 8. Rialto Capital Management, LLC

    Assets under management

    $6,541,895,000

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    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)

  • 9. Gentrust

    Assets under management

    $2,426,449,995

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Selection Of Other Advisers

    Provide Model Portfolios

  • Not sure which one to choose?
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    10. Point Break Capital Management LLC

    Assets under management

    $1,868,866,355

    Fee structure

    Fixed fees

    SEE NOTE 1 ON SCHEDULE D - MISCELLANEOUS

    Services offered

    Portfolio Management For Pooled Investment Vehicles

How we came up with this list

To generate our top financial advisors list in Miami, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Miami. 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.

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