Top 10 financial advisors in Miami, FL

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

#	Company	Assets under management	Number of advisors
1	Assets under management $81,941,806,571 Number of advisors 825 advisors	$81,941,806,571	825 advisors
2	Assets under management $2,426,449,995 Number of advisors 34 advisors	$2,426,449,995	34 advisors
3	Assets under management $1,722,176,323 Number of advisors 7 advisors	$1,722,176,323	7 advisors
4	Assets under management $1,490,217,900 Number of advisors 167 advisors	$1,490,217,900	167 advisors
5	Assets under management $1,456,793,850 Number of advisors 11 advisors	$1,456,793,850	11 advisors
6	Assets under management $1,393,170,206 Number of advisors 24 advisors	$1,393,170,206	24 advisors
7	Assets under management $1,126,045,797 Number of advisors 18 advisors	$1,126,045,797	18 advisors
8	Assets under management $1,017,840,567 Number of advisors 30 advisors	$1,017,840,567	30 advisors
9	Assets under management $906,654,249 Number of advisors 15 advisors	$906,654,249	15 advisors
10	Assets under management $683,793,646 Number of advisors 6 advisors	$683,793,646	6 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Miami, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Corient
Corient Private Wealth LLC, also known as Corient, is a registered investment adviser based in Miami, Florida, established in 2022. The firm offers financial planning and investment advisory services to various clients, including individuals, corporations, trusts, and charitable organizations. Corient provides tailored investment management services on a discretionary and non-discretionary basis, allowing clients to set restrictions on their accounts. The firm manages approximately $129 billion on a discretionary basis and $14 billion on a non-discretionary basis. Corient offers a range of investment strategies, including traditional investments, retirement plan assets, alternative investments, and private fund solutions. The firm's fee structure typically involves a percentage of assets under management, with fees billed quarterly in advance. Corient does not sponsor a wrap fee program but provides portfolio management services to such programs. Additionally, the firm offers personal CFO services, tax planning and compliance, trust services, and asset management strategies. Corient's investment philosophy involves a team approach to investing, with a focus on risk management and continuous monitoring of investment opportunities. The firm does not charge performance-based fees and exercises investment discretion based on clients' individual needs and objectives. Corient has a Code of Ethics in place to ensure high standards of business conduct and fiduciary duty to clients. The firm also discloses its brokerage practices, research soft dollars, client referrals, custody practices, and financial information for transparency and client understanding.
$81,941,806,571 under management
825 advisors
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
See full profile
Gentrust
GenTrust, LLC is an SEC-registered investment adviser based in Miami, Florida. Established by James Besaw, George Perez, Guillermo Socarras, and Eli Cohen, GenTrust specializes in wealth management, investment management, financial planning, and consulting services. As of December 31st, 2024, GenTrust managed $4.46 billion in assets, with $3.77 billion under discretionary management and $738 million under non-discretionary management. The firm offers comprehensive financial planning, consulting, and concierge services tailored to individual client needs, including income planning and budgeting assistance. GenTrust may recommend independent third-party investment managers and private placement securities, including those managed by its affiliate, Catenary Alternatives Asset Management, LLC (CAAM). The firm charges fees based on assets under management, with base fees up to 1.50% annually. GenTrust may also charge performance-based fees of up to 35% of net profits for qualified clients. Clients are generally required to have a minimum account size of $10 million, which may be waived at GenTrust's discretion. The firm may receive economic benefits from financial institutions, such as software support and access to trading desks, which could influence its choice of institutions. GenTrust exercises investment discretion for clients, voting proxies in their best interests and providing ongoing account reviews. The firm maintains a Code of Ethics and manages conflicts of interest, such as those related to employee commissions and referral fees, through disclosure and policies to act in clients' best interests. GenTrust has no disciplinary events and is financially sound, with no bankruptcy filings.
$2,426,449,995 under management
34 advisors
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
See full profile
Mmbg Investment Advisors Co.
MMBG Investment Advisors Co. is a Miami-based investment advisory firm established in August 2016 and registered with the US Securities and Exchange Commission in October 2016. The firm specializes in providing discretionary investment advice across a wide range of securities products and industries, including equity, fixed-income securities, and cash equivalents. MMBG offers tailored advice to clients based on their investment objectives and restrictions specified in the investment management agreements. The firm also provides limited financial planning services in certain cases. As of December 31, 2022, MMBG managed approximately $1.72 billion in regulatory assets under management on a discretionary basis. For fees and compensation, MMBG charges fixed asset-based fees ranging between 0% and 2% annually of the client's assets managed by the firm. Additionally, the firm may charge fixed, non-asset-based fees for specified services, typically ranging from $1,000 to $20,000. MMBG does not participate in wrap fee programs and does not charge performance-based fees at present. The firm serves individuals, small and large businesses, and institutional clients with a minimum account size of $500,000 USD, although this requirement can be waived at the firm's discretion. Clients are responsible for their own custodial fees and may incur brokerage and other transaction costs. MMBG's investment strategies are based on deep company and industry knowledge, focusing on high-quality companies, transparent management teams, strong corporate governance, and other key factors. The firm employs a global investment strategy with both top-down and bottom-up approaches, predominantly relying on fundamental analysis. Risk factors include active risk, company risk, financial risk, inflation risk, management risk, and market risk, among others. MMBG does not vote proxies on securities and clients are expected to vote their own proxies. The firm accepts discretionary authority to manage securities on behalf of clients, with limitations set forth in the investment management agreements. MMBG does not maintain custody of client funds or securities, and all assets are held at qualified custodians.
$1,722,176,323 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
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)
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Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC, established in 2011, offers a wrap fee program that provides investment advisory
$1,490,217,900 under management
167 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REBATES/TRAILER 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
Consolidation Of Financial Reports And Consulting Services
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Efg Asset Management (americas) Corp.
The financial advisor firm's brochure covers various aspects of their services. The firm provides advisory services and details their methods of analysis, investment strategies, and the risk of loss. They disclose information about fees and compensation, including performance-based fees and side-by-side management. The firm caters to different types of clients and operates with investment discretion. Additionally, they outline their disciplinary information, financial industry activities, and affiliations. The brochure also includes details on the firm's code of ethics, brokerage practices, review of accounts, client referrals, custody practices, and voting client securities. The document does not specify the year of establishment, minimum initial investment, or account size. However, it offers insights into the firm's investment philosophy and approach to managing client assets.
$1,456,793,850 under management
11 advisors
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Potomac Fund Management
Potomac Fund Management is a financial advisory firm founded in 1987 and based in Miami, FL. The firm specializes in portfolio management and offers services through various platforms to different clients. As of December 31, 2023, Potomac oversaw total assets of $1,422,769,247.62, including discretionary assets of approximately $1,393,170,205.62 and assets under advisement of approximately $29,599,042.00. The firm's owners are Manish Khatta (90%) and Jeff Goodnow (10%). Potomac offers services through the Union Platform, providing discretionary investment advisory services to external and internal clients. Clients can choose from Potomac Strategies, Non-Potomac Strategies, and SMA Strategies managed by different investment advisers. The firm's investment strategies include Tactical Asset Allocation Strategies like Bull Bear, Income Plus, Guardian, Navigrowth, and Specialty Strategies like Advisor Express, Focused Growth, and Custom SMA. Potomac does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. The firm has a structured investment process involving charting, technical analysis, fundamental analysis, and cyclical analysis. Potomac also discloses its fee structure, which includes Platform Fees, Strategy Fees, and Client Advisor Fees. The firm uses soft dollars to pay for research services and maintains a code of ethics to ensure integrity and trust in its business practices. The firm provides clients with investment discretion, allowing them to select suitable investment strategies based on their financial goals and risk tolerance. Potomac does not vote on client securities and has custody of client assets solely for fee withdrawal purposes. The firm's team, led by Manish Khatta, makes investment decisions collectively, ensuring a comprehensive approach to managing client portfolios.
$1,393,170,206 under management
24 advisors
Fee structure
A percentage of assets under your management
Subscription fees
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Publication Of Periodicals Or Newsletters
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Mas Advisors LLC
MAS Advisors LLC is an investment adviser firm founded in 2012 and based in Miami, Florida. The Principal Owner and Managing Member is Ricardo R. Calderon, with Francisco Soler serving as the President. The firm specializes in market neutral investment strategies, tax-efficient strategies, and management of proprietary insurance compliant investment strategies. MAS Advisors offers investment management services to various clients, including corporations, insurance companies, trusts, estates, and individuals. The firm provides discretionary investment management services through agreements, offering customized portfolios and model portfolios aligned with clients' objectives and risk tolerance. Clients may also invest in insurance products if suitable. The firm charges asset-based fees ranging from .25% to 2.00% per annum, with additional fixed/flat or hourly fee options available. MAS Advisors manages assets on a discretionary basis, with a focus on due diligence, risk monitoring, and selecting experienced sub-managers for various investment offerings. The firm's clients include corporations, insurance companies, business entities, trusts, estates, and individuals, with minimum investment requirements ranging from $250,000 to $10 million depending on the client type. MAS Advisors does not have custody of client assets and conducts regular due diligence on investment managers. The firm does not compensate third parties for client referrals and does not act as a custodian for client funds. Clients retain responsibility for voting proxies on securities. MAS Advisors has a Privacy Policy in place to protect clients' personal information and complies with federal laws regarding information sharing. For more information, clients can contact MAS Advisors at (786) 364-3101.
$1,126,045,797 under management
18 advisors
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
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
Insurance Company Separate Accounts
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Xp Advisory Us, Inc.
XP Advisory US, Inc., formerly known as XP Private, Inc., has been providing investment advisory services since November 2014. The firm offers discretionary and non-discretionary investment management services tailored to meet clients' needs and investment objectives. Clients can expect a personalized boutique approach, asset allocation based on risk and return objectives, and a balanced approach to diversification. XP Advisory recommends purchases and sales of domestic and foreign securities, primarily serving high net worth individuals and corporations. The firm may recommend affiliated and unaffiliated sub-advisers to manage client accounts, considering factors such as performance, fees, and client needs. XP Advisory also offers non-wrap investment management services and provides consulting services tailored to clients' needs. The firm's investment strategies include fundamental analysis and a mix of long-term and short-term purchasing strategies. Clients should be aware of the risks associated with investing in securities, including market fluctuations, interest rate changes, credit risk, and foreign exchange risk. XP Advisory charges asset-based fees, with a maximum annual fee of up to 1.50%. The firm manages approximately $961,038,006 in client assets on a discretionary basis and $602,896,968 on a non-discretionary basis as of December 31, 2024. Clients can expect transparent fee structures, quarterly performance reviews, and personalized investment strategies aligned with their financial goals. XP Advisory does not vote proxies on behalf of clients and does not have any financial commitments impairing its ability to meet client obligations.
$1,017,840,567 under management
30 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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Vectorglobal Iag, Inc.
Vectorglobal Iag, Inc. is a financial advisory firm based in Miami, Florida. It currently has approximately $906,654,249 of assets under management and employs about 15 people. Vectorglobal Iag, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
$906,654,249 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
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Greytown Advisors
Greytown Advisors, Inc. is an SEC-registered investment adviser based in Miami, Florida, established in 2013 and acquired by BTG Pactual Asset Management US LLC. The firm manages assets totaling $846,688,468, offering personalized investment advisory services tailored to individual client needs and risk profiles. Greytown serves family groups from Latin America and the US, financial institutions, non-US mutual funds, and pension funds. The firm provides asset allocation, investment product analysis, and financial consulting services, with a focus on discretionary and non-discretionary account management. Investment strategies include long-term purchases, short-term purchases, and tactical strategies, covering various securities such as equities, fixed income, commodities, and private equity. Fees range from 0.375% to 1.5% of assets under management, with performance-based fees also applicable. Clients must have a minimum investible asset value of $2 million, with a target of family groups exceeding $5 million. Greytown acts as a fiduciary, ensuring client interests are prioritized. The firm's team includes experienced professionals like Marcello Correa, Luis Antonio Samayoa, Wayne Perkins, and other dedicated individuals committed to providing comprehensive investment services while maintaining client confidentiality and security.
$683,793,646 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Sub-advisor To Offshore Long Only Funds, Consulting For Financial Institutions
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Methodology

Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

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