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These top financial advisory firms in Miami can help you focus your search on trusted advisors in your specific area. The winning selections are based on a thorough compilation of financial firm data in the Miami, FL neighborhoods based on firms with the most client accounts and best reviews.
This list of top financial advisors in Miami, FL can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.
Reviews that the firm
has received
Firms manage at least
$100 million in assets
Firms provide financial planning and investment services
Firms are fee-only
| Financial Advisor | Assets Managed |
|---|---|
| 1. Edelman Financial Engines | $181,300,000,000 |
| 2. Buckingham Strategic Wealth | $14,000,000,000 |
| 3. Bradley Foster & Sargent Inc. | $3,440,594,013 |
| 4. Andersen Tax LLC | $2,300,000,000 |
| 5. Pinnacle Advisory Group, Inc. | $2,100,000,000 |
| 6. Yale Capital Corp. | $1,900,000,000 |
| 7. Farr Miller & Washington | $1,900,000,000 |
| 8. Kingsview Asset Management, LLC | $1,500,000,000 |
| 9. Forte Capital | $907,476,139 |
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.
201 South Biscayne Boulevard Suite 28
Miami, FL 33131
Edelman Financial Engines is a financial advisory firm that has $205.60 Billion in assets under management. The firm has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. The financial giant has 180 branches across the country and offers a myriad of financial services focused on financial planning, investment management, retirement planning, and money management.
Edelman Financial Engines provides 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. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
Edelman Financial Engines was officially formed in 2018 when Edelman Financial Services, LLC merged with Financial Engines Advisors, L.L.C. Both of these two firms were in the advisory business for some time before merging. Edelman was established in 1986 by Ric and Jean Edelman, and Financial Engines was created in 1997. Today the firm is the largest independent registered investment advisor in the nation, serving over 1 million people with over $150 Billion assets under management. Miami has four separate branch locations; Aventura, Dadeland, Downtown and Plantation.
939
Founded in 1996
Yes
Retirement Planning, Portfolio Management, Investment Advisory
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.
801 Brickell Avenue
Miami, FL 33131
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.
290
Founded in 2007
Yes
Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning
$500,00 minimum investment required to initiate services as a new client.
West Tower 777 South Flagler Drive
West Palm Beach, FL 33401
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.
38
Founded in 1994
Yes
Investment Management, Financial Planning, Retirement Plan Services
One, North Clematis Street Suite 110
West Palm Beach, FL 33401
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.
850
Founded in 2003
Yes
Financial Planning, Investment Management, Tax Planning
No advisor minimum, but there is fee of $1,000 on every $100,000.
9155 S Dadeland Blvd Suite 1212
Miami, FL 33156
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.
38
Founded in 1994
Yes
Wealth Management, Financial Planning, Risk-Managed Investing
$500,000 minimum investment
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
11 2nd Ave Northeast, Suite 503
Saint Petersburg, FL 33701
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.
7
Founded in 2004
Yes
Asset Management, Client Services, MLP Management
$10,000,000 minimum investment
,
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.
14
Founded in 1996
Yes
Portfolio Management, Financial Planning
$500,000 minimum investment
1000 S Pine Island Road Suite 401
Plantation , FL 33324
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.
40
Founded in 2014
Yes
Financial Planning, Portfolio & Investment Management, Retirement Planning, Banking Services
$25,000 minimum investment
Info@forte-capital.com
,
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
18
Founded in 1998
Yes
Wealth Management, 401k Plan Management, Non-Profit Asset Management
$500,000 minimum investment
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:
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