Miami fl

Top Financial Advisors in Miami, FL

Top Financial Advisors in
Miami, FL

We strategically compiled top financial advisory firms in the Miami area to not only save you time, but also help you find a knowledgeable, local financial advisor.

Senior Finance Advisor Top Financial Firms in Miami, FL

Top Financial Advisors in Miami

These top financial advisory firms in Miami were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Miami can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

These top financial advisory firms in Miami were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Miami can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

Financial Advisor Financial Services Assets Managed
1 . Financial Engines Advisors
  • Retirement Planning, Portfolio Management, Investment Advisory
$169,000,000,000
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2 . Buckingham Strategic Wealth
  • Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning
$12,282,889,291
Read Our Review
3 . Bradley Foster & Sargent Inc.
  • Investment Philosophy, Asset Allocation, Equity Investment Process, Equity Strategy, Fixed Income Strategy, Financial Planning, Retirement Plan Services
$3,440,594,013
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4 . Andersen Tax LLC
  • Financial Planning, Investment Management, Tax Planning
$2,116,921,000
Read Our Review
5 . Pinnacle Advisory Group, Inc.
  • Wealth Management, Financial Planning, Risk-Managed Investing
$1,954,331,836
Read Our Review
6 . Yale Capital Corp.
  • Asset Management, Client Services, MLP Management
$1,713,334,981
Read Our Review
7 . Farr Miller & Washington
  • Portfolio Management, Financial Planning
$1,509,940,951
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8 . Kingsview Asset Management, LLC
  • Financial Planning, Portfolio & Investment Management, Retirement Planning, Banking Services
$937,382,350
Read Our Review
9 . Forte Capital
  • Wealth Management, 401k Plan Management, Non-Profit Asset Management
$797,784,647
Read Our Review

How do we make our selections?


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Reputation

Reviews that the firm has received.


Trend arrow

Trusted

Firms manage at least $100 Million in assets.


Expertise

Expertise

Firms provide financial planning and investment services.


Shield

Integrity

Firms are fee-only.

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Financial Firms Overview

The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.

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1. Financial Engines Advisors


201 South Biscayne Boulevard Suite 28

Miami FL 33131

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About Financial Engines Advisors

Financial Engines has been in the financial space for over twenty years and has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. They provide objective, fee-based advice and asset management with an aim to help you build a better financial future. They also offer fiduciary services, and are legally and ethically required to put client interests before their own.

Edelman was founded in 1986 by husband and wife team Ric and Jean Edelman. Believing the financial services industry was failing Americans, they created their own company focused on honesty and putting the interests of clients first. Today, Edelman has forged a strong partnership with Financial Engines to become America’s largest independent investment advisor with over 325 financial planners in 180 offices across the nation.

Ranked as the number one independent financial advisor for quality by Barron’s in 2018, Edelman Financial Engines is an award-winning financial planning firm. Edelman offers a wide range of services including financial planning and investments, retirement and estate planning, taxes, finances, insurance and more. Miami has four separate branch locations; Aventura, Dadeland, Downtown and Plantation.

Number of Advisors:

939


Time in Business:

Founded in 1996


Offers Fiduciary Services:

Yes

Specialties:

Retirement Planning, Portfolio Management, Investment Advisory


Advisors Minimums:

Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.

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2. Buckingham Strategic Wealth


801 Brickell Avenue

Miami FL 33131

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About Buckingham Strategic Wealth

Buckingham Strategic Wealth is a financial planning company that serves individuals and families, institutions, plan sponsors, and dental practice owners. Providing fiduciary financial services at every level, advisors at Buckingham Strategic Wealth prioritize relationships, believing that a personal relationship with clients helps develop a more holistic, comprehensive, and successful investment strategy.

Buckingham Strategic Wealth is a fee-only firm with no selling and no commissions. They have 35 offices located throughout the nation.

Number of Advisors:

290


Time in Business:

Founded in 2007


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning


Advisors Minimums:

$500,00 minimum investment required to initiate services as a new client.

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3. Bradley Foster & Sargent Inc.


West Tower 777 South Flagler Drive

West Palm Beach FL 33401

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About Bradley Foster & Sargent Inc.

Bradley, Foster & Sargent, Inc was founded in 1994. Located in Hartford, Connecticut, the investment advisory firm serves clients in 43 states. The firm has a primary objective to provide customized and professional investment services to their clients which include individuals, families, entrepreneurs, professionals, non-profit organizations, and institutions. Through these personal relationships, advisors can better understand the needs of each client and design an investment portfolio that truly meets each one’s specific needs.

Dedicated to growing wealth, Bradley, Foster & Sargent invests for the long term. Their investment philosophy can be summarized by five tenants which are capital preservation, commitment to equities, reasonable prices, ineffectiveness of market timing, and diversification. Generally, client portfolio sizes total $1 million to tens of millions.

Number of Advisors:

38


Time in Business:

Founded in 1994


Offers Fiduciary Services:

Yes

Specialties:

Investment Management, Financial Planning, Retirement Plan Services


Advisors Minimums:

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4. Andersen Tax LLC


One, North Clematis Street Suite 110

West Palm Beach FL 33401

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About Andersen Tax LLC

Andersen Tax is one of the largest and most respected national independent financial firms offering tax, investment advisory and valuation services. They have been serving the Dallas area for over a decade and offer fiduciary services, meaning they are legally and ethically required to put their client interests before their own.

Andersen Tax is the founding member of Andersen Global, an international association of legally separate, independent member firms with nearly 4,000 financial professionals worldwide and a presence in over 129 locations. Each location has an operating model structured to allow Managing Directors to “roll up their sleeves” to work directly with clients. The Dallas location requires a $0 minimum investment and charges a blended rate between 1.00 percent and 0.40 percent for ongoing portfolio management services, depending on the size of the portfolio.

Number of Advisors:

850


Time in Business:

Founded in 2003


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Investment Management, Tax Planning


Advisors Minimums:

No advisor minimum, but there is fee of $1,000 on every $100,000.

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5. Pinnacle Advisory Group, Inc.


9155 S Dadeland Blvd Suite 1212

Miami FL 33156

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About Pinnacle Advisory Group, Inc.

Pinnacle Advisory Group is an award-winning, nationally-ranked firm offering 100 percent fee-based services. They do not sell insurance, mutual funds, or make commissions off sales. As innovators in private wealth management, Pinnacle has claimed a host of industry and consumer awards.

Pinnacle specializes in investment management, financial planning, and wealth management. Founded in 1993 and headquartered in Columbia, Maryland, Pinnacle Advisory Group has offices in both Miami and Naples, Florida and manages approximately $2 billion in assets for clients around the world.

Number of Advisors:

38


Time in Business:

Founded in 1994


Offers Fiduciary Services:

Yes

Specialties:

Wealth Management, Financial Planning, Risk-Managed Investing


Advisors Minimums:

$500,000 minimum investment

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6. Yale Capital Corp.


11 2nd Ave Northeast, Suite 503

Saint Petersburg FL 33701

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About Yale Capital Corp.

Yale Capital Corp. is an award-winning independent registered investment advisor and has been ranked in the top five of its category for high net worth investors. They offer tax-efficient asset management, relationship-focused client service, and a customized master limited partnership approach.

Taking a holistic approach to investment, Yale Capital Corp offers wealth and risk management, turn-key cash management and family office services, as well as provides financial education for generations of families.

Number of Advisors:

7


Time in Business:

Founded in 2004


Offers Fiduciary Services:

Yes

Specialties:

Asset Management, Client Services, MLP Management


Advisors Minimums:

$10,000,000 minimum investment

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7. Farr Miller & Washington



About Farr Miller & Washington

Farr, Miller & Washington was founded in 1996 and is 100 percent employee-owned. The average tenure for principals is 15 years and the teams tenure and experience provides a continuity that benefits clients. Ranked as one of the top Financial Advisers in 2017 by Financial Times, Farr, Miller & Washington, develops a personal relationship with clients to understand financial situation, risk tolerance, and goals to develop a portfolio and retirement plan that meets each client’s unique needs.

Combining quality, growth, fundamental analysis, and long-term focus, Farr, Miller & Washington has an investment policy that is transparent and personalized.

Number of Advisors:

14


Time in Business:

Founded in 1996


Offers Fiduciary Services:

Yes

Specialties:

Portfolio Management, Financial Planning


Advisors Minimums:

$500,000 minimum investment

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8. Kingsview Asset Management, LLC


1000 S Pine Island Road Suite 401

Plantation FL 33324

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About Kingsview Asset Management, LLC

Kingsview Asset Management is an investment management company that offers retirement planning, estate planning, educational planning, portfolio and investment management, as well as banking services with only a $25,000 minimum investment.

The firm has a clear cut and transparent process, working closely with clients to develop a strong partnership that grows into a successful financial future. First, they identify client objectives and build a plan that takes into account risk tolerance, income goals, lifestyle objectives, charitable giving, and other unique factors before executing a solid financial strategy. Advisors provide real-time portfolio monitoring, an ongoing analysis of financial markets, and make ongoing adjustments as client needs change.

Number of Advisors:

40


Time in Business:

Founded in 2014


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Portfolio & Investment Management, Retirement Planning, Banking Services


Advisors Minimums:

$25,000 minimum investment

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9. Forte Capital


Info@forte-capital.com

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About Forte Capital

Forte Capital has been offering financial services and expertise to clients for over twenty years. The fee-only advisory firm works with individuals, high-net-worth individuals, pension plans and charitable organizations. You’ll need at least $500,000 in investable assets in order to enter into a relationship with this firm.

Forte Capital tailors each client’s portfolio to match the client’s investment goals and risk tolerance. It prioritizes asset allocation overstock selection as the most important long-term factor in a portfolio. The firm uses both fundamental and technical analysis to analyze securities and has offices

Number of Advisors:

18


Time in Business:

Founded in 1998


Offers Fiduciary Services:

Yes

Specialties:

Wealth Management, 401k Plan Management, Non-Profit Asset Management


Advisors Minimums:

$500,000 minimum investment

Find the Right Miami, FL Financial Advisor for You

Finding a qualified, trustworthy advisor in Miami, Florida can be a challenge. But, smart money-management and taking measures to prepare for your future is one of the best investments you can make. That’s why choosing a financial advisor you can trust is one of the most important things you can do for a successful financial future.

Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies. This list of top financial advisor firms in Miami can help you find an advisor who not only meets your unique needs, but also helps you set your financial goals in motion.

*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who:

  1. are headquartered in the U.S.
  2. submitted Form ADV to the Securities and Exchange Commission before or after Jan 1, 2017 and as of as May 1, 2018
  3. don't receive commissions
  4. have at least $100M in total AUM
  5. have offices in the Miami or greater areas
  6. have 3.5/5 or higher company rating score based on reviews