AdvisorRanked

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

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Top Rated Established Verified28 firms shown

Top-Ranked Advisors in MIAMI BEACH

Page 1 of 2 · 28 firms

#1
90

STWD INVESTMENT MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2019

$5.4B AUM126 clientsFee: 0%
FiduciaryFee-Only
#2
87

INDUSTRIAL DEVELOPMENT FUNDING LLC

MIAMI BEACH, FL · Since 2018

$624M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
86

GFO ASSET MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2023

$856M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
85

VESTA WEALTH MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2018

$333M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
85

L1 CAPITAL GLOBAL INC.

MIAMI BEACH, FL · Since 2022

$434M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
84

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

MIAMI BEACH, FL · Since 1999

$79.2B AUM177 clientsFee: 0%
FiduciaryFee-Only
#7
84

DHODY INVESTMENT GROUP

MIAMI BEACH, FL · Since 2022

$341M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
83

ALPHA WAVE GLOBAL, LP

MIAMI BEACH, FL · Since 2012

$26.7B AUM48 clientsFee: 0%
FiduciaryFee-Only
#9
83

WINDWARD MANAGEMENT LP

MIAMI BEACH, FL · Since 2021

$111M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
83

MURPHY CLARKE WILLIAMS & STONE LLC

MIAMI BEACH, FL · Since 2024

$181M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
83

GLD ADVISORS, LLC

MIAMI BEACH, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
82

PENNANTPARK INVESTMENT ADVISERS, LLC

MIAMI BEACH, FL · Since 2007

$6.2B AUM30 clientsFee: 0%
FiduciaryFee-Only
#13
82

PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC

MIAMI BEACH, FL · Since 2025

$139M AUM30 clientsFee: 0%
FiduciaryFee-Only
#14
80

THOMAS J. HERZFELD ADVISORS, INC.

MIAMI BEACH, FL · Since 1984

$890M AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
80

ROSEMAWR MANAGEMENT LLC

MIAMI BEACH, FL · Since 2009

$844M AUM12 clientsFee: 0%
FiduciaryFee-Only
#16
80

AROSA CAPITAL MANAGEMENT LP

MIAMI BEACH, FL · Since 2014

$857M AUM6 clientsFee: 0%
FiduciaryFee-Only
#17
78

HAWKEYE CAPITAL MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2012

$313M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
78

GEOSPHERE CAPITAL MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2012

$258M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
78

ROSE CAPITAL ADVISORS, LLC

MIAMI BEACH, FL · Since 2014

$608M AUM9 clientsFee: 0%
FiduciaryFee-Only
#20
78

AFBI LP

MIAMI BEACH, FL · Since 2024

$2.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#21
78

KERRISDALE CAPITAL MANAGEMENT, LLC

MIAMI BEACH, FL · Since 2012

$448M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
77

BUCKLEY CAPITAL ADVISORS, LLC

MIAMI BEACH, FL · Since 2017

$194M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
77

SIRENIA CAPITAL MANAGEMENT LP

MIAMI BEACH, FL · Since 2026

$4.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#24
74

PC3 PARTNERS, LLC

MIAMI BEACH, FL · Since 2026

$156M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
73

TYPHON ADVISORS, LLC

MIAMI BEACH, FL · Since 2026

$10M AUM1 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.