Top 10 financial advisors in Miami Beach, FL

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

#	Company	Assets under management	Number of advisors
1	Assets under management $599,788,250 Number of advisors 9 advisors	$599,788,250	9 advisors
2	Assets under management $245,465,794 Number of advisors 10 advisors	$245,465,794	10 advisors
3	Assets under management $140,328,761 Number of advisors 1 advisors	$140,328,761	1 advisors
4	Assets under management $130,546,578 Number of advisors 6 advisors	$130,546,578	6 advisors
5	Assets under management $42,700,991 Number of advisors 3 advisors	$42,700,991	3 advisors
6	Assets under management $6,356,058,262 Number of advisors 125 advisors	$6,356,058,262	125 advisors
7	Assets under management $1,241,000,000 Number of advisors 3 advisors	$1,241,000,000	3 advisors
8	Assets under management $689,911,854 Number of advisors 11 advisors	$689,911,854	11 advisors
9	Assets under management $513,674,084 Number of advisors 5 advisors	$513,674,084	5 advisors
10	Assets under management $286,755,583 Number of advisors 4 advisors	$286,755,583	4 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 Beach, 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.

Thomas J. Herzfeld Advisors, Inc.
Thomas J. Herzfeld Advisors, Inc. is a financial advisory firm based in Miami Beach, Florida. It currently has approximately $599,788,250 of assets under management and employs about 9 people. Thomas J. Herzfeld Advisors, Inc. uses a fee structure of a percentage of assets under your management, performance-based fees and consulting fees.
$599,788,250 under management
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
CONSULTING FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
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)
Consulting On Subjects Related To Closed-end Funds And Portfolio Model Licensing
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Rose Capital Advisors, LLC
Rose Capital Advisors, LLC d/b/a Rose Capital Advisors is a boutique investment advisory firm based in Miami Beach, Florida, established in 2014 and wholly owned by Michael Rose, CFP®. The firm offers a range of services including asset management, financial planning, and investment consulting, tailored to meet the core investment and life planning needs of families and small businesses. Rose Capital Advisors operates as a registered investment adviser, providing services based on each client's specific financial situation, with investment advice varying from client to client. The firm employs a bottom-up, fundamental approach to analyzing investments, incorporating technical indicators and assessing buy/sell opportunities based on book value, market niche strength, and price-to-cash flow ratios. Investment strategies include long-term and short-term purchases, with a focus on avoiding highly leveraged balance sheets and mismanagement indicators. The firm offers financial planning and consulting services on an hourly or fixed fee basis, with fees negotiable based on the scope and complexity of services. Rose Capital Advisors may charge performance-based fees for qualified clients, with a maximum of 5% of annual gross profits once a minimum 8% internal rate of return is achieved. The firm does not vote proxies on behalf of clients and does not have custody of client investments. Clients are responsible for exercising their voting rights and maintaining custody of their assets. Rose Capital Advisors does not have any disciplinary history and has not been involved in legal events that would impact its advisory business or management integrity. For additional information, clients can request the firm's Form ADV and other disclosures directly from the firm.
$245,465,794 under management
10 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)
Selection Of Other Advisers
Financial Consulting
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Vesta Wealth Management, LLC
VESTA Wealth Management, LLC, established in 2013, is a financial advisory firm based in Miami, Florida. Led by President Daniele Ghiotti, the firm specializes in financial planning, consulting, and investment management services. VWM offers a range of services, including business planning, tax planning, retirement planning, estate planning, insurance needs analysis, and education planning. Clients are required to enter into written engagement agreements outlining the terms of the advisory relationship. For financial planning and consulting services, VWM charges hourly fees ranging from $200 to $1,500 and fixed fees from $10,000 to $50,000. Investment management services are provided on a discretionary basis, with fees ranging from 0.20% to 2.00% annually based on assets under management. The firm primarily allocates client assets among mutual funds, ETFs, and individual securities. VWM acts as a fiduciary, obligated to act in the best interests of clients. Clients must have a minimum portfolio size of $10,000,000, although exceptions may be made based on various criteria. VWM exercises investment discretion over client accounts, allowing the firm to make investment decisions without prior client approval. The firm does not vote client securities or provide performance-based fees. Daniele Ghiotti, the principal owner, holds multiple professional designations, including CFP®, CIMA®, CFA®, and CMA®. VWM does not have any disciplinary history and does not receive compensation for client referrals.
$140,328,761 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Loan Consulting/loan Needs Analysis
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Linn Wealth Capital Management, LLC
One Wealth Management Investment and Advisory Services, LLC is a registered investment adviser founded in 2017, offering a broad range of investment advisory services primarily to individuals and retirement trusts. They provide financial planning services covering various areas such as investment, retirement, education savings, and insurance planning. The firm's investment management approach is long-term focused, utilizing fundamental analysis to create strategic asset allocations based on clients' objectives and risk tolerance. Clients may have discretionary or non-discretionary asset management services, with a minimum account value of $1,000,000. The firm acts as a fiduciary for retirement accounts, ensuring advice is in clients' best interests. Adviser's fees for asset management services range from 0.40% to 1.50% annually, with additional fees for private investments. Clients may also receive financial planning services for a fixed fee or hourly rate. Adviser does not accept performance-based fees and does not have custody of client funds unless authorized. The firm does not participate in wrap fee programs and does not accept compensation for the sale of securities. Clients are encouraged to perform due diligence on the firm and its representatives.
$130,546,578 under management
6 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
Pension Consulting Services
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Uyana Partners LLC
Uyana Partners, LLC, located in Miami Beach, FL, is led by Felipe Chediak, who has extensive experience in the financial industry. Mr. Chediak holds a Master's in Accounting from Virginia Tech and an International MBA with a focus on Finance and Entrepreneurship from Instituto de Empresa. He has served in various roles, including as a Senior Relationship Manager for Rothschild Bank and a Non-Executive Director at Insignium Wealth Management AG. Mr. Chediak has been with Uyana Partners since 2018, where he currently serves as Manager and Chief Compliance Officer. As a fiduciary, Mr. Chediak does not receive compensation from non-clients related to client advising. He oversees the supervision of investment advice provided to clients, conducting annual compliance reviews. There are no disciplinary events or material facts to disclose regarding Mr. Chediak. Additionally, he is not associated with any investment-related boards that could conflict with his role at Uyana Partners. Clients can rest assured that Mr. Chediak's expertise and commitment to ethical practices guide the firm's investment strategies and client interactions.
$42,700,991 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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Stwd Investment Management, LLC
Stwd Investment Management, LLC is a financial advisory firm based in Miami Beach, Florida. It currently has approximately $6,356,058,262 of assets under management and employs about 125 people. Stwd Investment Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$6,356,058,262 under management
125 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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The Stagwell Group LLC
The Stagwell Group LLC is a financial advisor firm established in December 2014, with offices in Miami Beach, FL, and Washington, D.C. The firm specializes in providing investment advisory services to pooled investment vehicles exempt from registration under the Investment Company Act of 1940. The principal owner and managing member is Mr. Mark J. Penn. The firm's investment strategy focuses on acquiring positions in data analytics, public relations, advertising, and media-related companies. As of December 31, 2024, the firm managed approximately $1,078,478,836 of assets on a discretionary basis. The fee structure includes non-negotiable fees outlined in the investment management agreement, with the possibility of fee reduction or waiver at the firm's discretion. The firm is eligible to receive a performance-based profit allocation. Clients are private fund investment vehicles limited to accredited investors and qualified purchasers. The firm's investment strategy involves investing exclusively in businesses serving the media and communications industry, with a focus on new digital marketing. Risks include the possibility of partial or total loss of capital, illiquid investments, financial market fluctuations, and cybersecurity risks. The firm has not been subject to any material legal or disciplinary events. The firm has a written Code of Ethics to address conflicts of interest and a personal trading policy. The firm accepts full discretionary authority to manage securities accounts on behalf of its funds.
$1,241,000,000 under management
3 advisors
Fee structure
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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Kerrisdale Advisers, LLC
Kerrisdale Advisers, LLC is a New York limited liability company specializing in investment management services. Established in April 2009, the firm manages private pooled investment vehicles, including the Flagship Funds and the Long Only Fund, with approximately $450 million in net assets under management as of January 1, 2023. Kerrisdale charges management fees of up to 0.5% quarterly and performance allocations of up to 20% annually. The firm's investment strategy focuses on fundamental and valuation analyses, investing in equity and debt securities, options, and other asset classes. Kerrisdale's investment philosophy emphasizes in-depth research for long-term value recognition. The firm may engage in short selling, leverage, and derivatives trading. Kerrisdale's investment process involves generating ideas from undervalued securities, industries, or businesses undergoing change. The firm's external communications on investments aim to explain rationales to the public. Kerrisdale's brokerage practices include aggregation and allocation of client transactions, seeking best execution, and utilizing soft dollars for research services. The firm has a Code of Ethics for personal trading and client transactions, and it maintains proxy voting authority for client securities. Kerrisdale's financial condition is stable, ensuring its ability to meet client obligations. For more detailed information, investors can request specific policies and agreements from Kerrisdale directly.
$689,911,854 under management
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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Hawkeye Capital Management, LLC
Hawkeye Capital Management, LLC, established in 1999, offers investment management services on a discretionary basis. The firm primarily serves privately offered pooled investment vehicles exempt from registration under the Investment Company Act of 1940. Hawkeye manages three feeder funds within a master-feeder structure, with approximately $321 million in discretionary assets under management as of December 31, 2024. The minimum initial investment to participate in the Funds is typically $1,000,000, although this amount may be waived or reduced at the firm's discretion for qualifying investors. Clients include high net worth individuals, family offices, endowments, and other entities. Hawkeye's investment strategy focuses on generating risk-adjusted returns by investing in undervalued companies with low multiples of cash flow and earnings. The firm employs a disciplined bottom-up investment analysis approach and actively manages portfolios to identify undervalued opportunities. Hawkeye charges investment advisory fees based on assets under management, payable monthly in advance. The firm may also receive performance-based fees tied to the increase in net asset value of the Funds. Hawkeye has no disciplinary events to report and maintains a Code of Ethics outlining high standards of business conduct and fiduciary duty to clients. The firm has proxy voting authority and adopts policies to ensure proxies are voted in the best interests of investors. Hawkeye does not participate in directed brokerage arrangements and does not compensate third parties for client referrals. The firm does not maintain physical custody of client assets but ensures compliance with custody requirements under the Advisers Act. Hawkeye provides regular portfolio reviews, investor reporting, and financial statements to clients.
$513,674,084 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
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L1 Capital Global Inc.
L1 Capital Global Inc. is a financial advisory firm based in Miami Beach, Florida. It currently has approximately $286,755,583 of assets under management and employs about 4 people. L1 Capital Global Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
$286,755,583 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile

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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 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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