Best Financial Advisors in MIAMI BEACH, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

28

Registered Firms

0.95%

Median Fee

of assets/year

$448M

Median AUM

28

Firms Listed

in our database

Top-Ranked Advisors in MIAMI BEACH

VESTA WEALTH MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2018

$333M AUM1 clientsFee: 0%

FiduciaryFee-Only

STWD INVESTMENT MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2019

$5.4B AUM126 clientsFee: 0%

FiduciaryFee-Only

INDUSTRIAL DEVELOPMENT FUNDING LLC

MIAMI BEACH, FL · Since 2018

$624M AUM1 clientsFee: 0%

FiduciaryFee-Only

GFO ASSET MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2023

$856M AUM1 clientsFee: 0%

FiduciaryFee-Only

WINDWARD MANAGEMENT LP

MIAMI BEACH, FL · Since 2021

$111M AUM2 clientsFee: 0%

FiduciaryFee-Only

DHODY INVESTMENT GROUP

MIAMI BEACH, FL · Since 2022

$341M AUM3 clientsFee: 0%

FiduciaryFee-Only

MURPHY CLARKE WILLIAMS & STONE LLC

MIAMI BEACH, FL · Since 2024

$181M AUM2 clientsFee: 0%

FiduciaryFee-Only

PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC

MIAMI BEACH, FL · Since 2025

$139M AUM30 clientsFee: 0%

FiduciaryFee-Only

GLD ADVISORS, LLC

MIAMI BEACH, FL · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

L1 CAPITAL GLOBAL INC.

MIAMI BEACH, FL · Since 2022

$434M AUM3 clientsFee: 0%

FiduciaryFee-Only

THOMAS J. HERZFELD ADVISORS, INC.

MIAMI BEACH, FL · Since 1984

$890M AUM6 clientsFee: 0%

FiduciaryFee-Only

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

MIAMI BEACH, FL · Since 1999

$79.2B AUM177 clientsFee: 0%

FiduciaryFee-Only

PENNANTPARK INVESTMENT ADVISERS, LLC

MIAMI BEACH, FL · Since 2007

$6.2B AUM30 clientsFee: 0%

FiduciaryFee-Only

ROSEMAWR MANAGEMENT LLC

MIAMI BEACH, FL · Since 2009

$844M AUM12 clientsFee: 0%

FiduciaryFee-Only

HAWKEYE CAPITAL MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2012

$313M AUM2 clientsFee: 0%

FiduciaryFee-Only

GEOSPHERE CAPITAL MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2012

$258M AUM3 clientsFee: 0%

FiduciaryFee-Only

ALPHA WAVE GLOBAL, LP

MIAMI BEACH, FL · Since 2012

$26.7B AUM48 clientsFee: 0%

FiduciaryFee-Only

AROSA CAPITAL MANAGEMENT LP

MIAMI BEACH, FL · Since 2014

$857M AUM6 clientsFee: 0%

FiduciaryFee-Only

ROSE CAPITAL ADVISORS, LLC

MIAMI BEACH, FL · Since 2014

$608M AUM9 clientsFee: 0%

FiduciaryFee-Only

BUCKLEY CAPITAL ADVISORS, LLC

MIAMI BEACH, FL · Since 2017

$194M AUM3 clientsFee: 0%

FiduciaryFee-Only

AFBI LP

MIAMI BEACH, FL · Since 2024

$2.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

TYPHON ADVISORS, LLC

MIAMI BEACH, FL · Since 2026

$10M AUM1 clientsFee: 0%

FiduciaryFee-Only

PC3 PARTNERS, LLC

MIAMI BEACH, FL · Since 2026

$156M AUM3 clientsFee: 0%

FiduciaryFee-Only

SIRENIA CAPITAL MANAGEMENT LP

MIAMI BEACH, FL · Since 2026

$4.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

KERRISDALE CAPITAL MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2012

$448M AUM1 clientsFee: 0%

FiduciaryFee-Only

VECTOR TECHNOLOGIES, LLC

MIAMI BEACH, FL · Since 2023

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

OSPREY CAPITAL MANAGEMENT CORP.

MIAMI BEACH, FL · Since 2015

$197M AUM1 clientsFee: 0%

FiduciaryFee-Only1 complaint

MANNA WEALTH MANAGEMENT

MIAMI BEACH, FL · Since 2024

$146M AUM1 clientsFee: 0%

FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in MIAMI BEACH?

The median advisory fee in MIAMI BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 28 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.