Top 10 advisors in Miami Beach
We’ve curated a list of the best financial advisors in Miami Beach, take a look at it below
Find an advisor in Miami Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $6,356,058,262 | 125 advisors | ||
| 2 | $1,241,000,000 | 3 advisors | ||
| 3 | $689,911,854 | 11 advisors | ||
| 4 | $599,788,250 | 9 advisors | ||
| 5 | $513,674,084 | 5 advisors | ||
| 6 | $286,755,583 | 4 advisors | ||
| 7 | $245,465,794 | 10 advisors | ||
| 8 | $192,140,000 | 6 advisors | ||
| 9 | $140,328,761 | 1 advisors | ||
| 10 | $130,546,578 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Miami Beach, 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 Beach. 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. Stwd Investment Management, LLC
Assets under management
$6,356,058,262
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. The Stagwell Group LLC
Assets under management
$1,241,000,000
Fee structure
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Kerrisdale Advisers, LLC
Assets under management
$689,911,854
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Thomas J. Herzfeld Advisors, Inc.
Assets under management
$599,788,250
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
5. Hawkeye Capital Management, LLC
Assets under management
$513,674,084
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
6. L1 Capital Global Inc.
Assets under management
$286,755,583
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Rose Capital Advisors, LLC
Assets under management
$245,465,794
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
8. Geosphere Capital Management, LLC
Assets under management
$192,140,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Vesta Wealth Management, LLC
Assets under management
$140,328,761
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
- Not sure which one to choose?Use our smart matching tool
10. Linn Wealth Capital Management, LLC
Assets under management
$130,546,578
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
Your first meeting is free.