Best Financial Advisors in MIAMI, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in MIAMI
CAMPBELL CAPITAL MANAGEMENT INC
MIAMI, FL · Since 1988
CIFC INVESTMENT MANAGEMENT LLC
MIAMI, FL · Since 1997
MORA CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2000
EUROCAPITAL ADVISORS, INC
MIAMI, FL · Since 2004
GFG CAPITAL
MIAMI, FL · Since 2003
INCA INVESTMENTS, LLC
MIAMI, FL · Since 2004
DAYBRIGHT ADVISORY SERVICES, INC.
MIAMI, FL · Since 2015
ACP CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2021
BIGSUR PARTNERS, LLC
MIAMI, FL · Since 2008
LIFEINVEST WEALTH MANAGEMENT, LTD
MIAMI, FL · Since 2009
LOOP CAPITAL ASSET MANAGEMENT
MIAMI, FL · Since 2009
HOLLANDER ASSET MANAGEMENT LLC
MIAMI, FL · Since 2009
ANDBANC ADVISORY LLC
MIAMI, FL · Since 2014
FINACCESS ADVISORS, LLC
MIAMI, FL · Since 2009
NOCTUA INTERNATIONAL WMG, LLC
MIAMI, FL · Since 2009
DARA CAPITAL US, INC.
MIAMI, FL · Since 2010
STONEX INTERNATIONAL ADVISORS INC
MIAMI, FL · Since 2022
ARAGON GLOBAL MANAGEMENT, LP
MIAMI, FL · Since 2021
XENDIA WEALTH LLC
MIAMI, FL · Since 2018
BARNETT CAPITAL ADVISORS LLC
MIAMI, FL · Since 2025
RIALTO CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2012
ICV PARTNERS, LLC
MIAMI, FL · Since 2012
BRIGHTLINE CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2021
NUMA
MIAMI, FL · Since 2012
H.I.G. WHITEHORSE ADVISERS, LLC
MIAMI, FL · Since 2012
REDWHEEL
MIAMI, FL · Since 2013
ELION PARTNERS, LLC
MIAMI, FL · Since 2017
VIZCAYA CAPITAL, LLC
MIAMI, FL · Since 2020
UCAP AMERICAS
MIAMI, FL · Since 2014
VALOR ADVISORS LLC
MIAMI, FL · Since 2014
PANORAMIKA ADVISORS INC.
MIAMI, FL · Since 2014
ADVISORY INVESTOR SERVICES LLC
MIAMI, FL · Since 2021
XP ADVISORY US, INC.
MIAMI, FL · Since 2019
PARADIGM INVESTMENT MANAGEMENT
MIAMI, FL · Since 2015
CLOCKWISE CAPITAL LLC
MIAMI, FL · Since 2022
VELTRIA ADVISORS CORP.
MIAMI, FL · Since 2018
CHRONOS CAPITAL ADVISORS LLC
MIAMI, FL · Since 2016
L&S INVESTMENT ADVISORS, LLC
MIAMI, FL · Since 2024
MMBG INVESTMENT ADVISORS CO.
MIAMI, FL · Since 2016
KLOSTERS CAPITAL
MIAMI, FL · Since 2016
MARIVA GLOBAL ASSET MANAGEMENT, LLC
MIAMI, FL · Since 2026
ALLARIA ASSET MANAGEMENT, LLC
MIAMI, FL · Since 2022
BRASIL PLURAL INVESTMENT ADVISOR LLC
MIAMI, FL · Since 2025
LORIENT CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2019
BRAINVEST WEALTH MANAGEMENT LLC
MIAMI, FL · Since 2019
IN ON CAPITAL
MIAMI, FL · Since 2019
FDI WEALTH MANAGEMENT, LLC
MIAMI, FL · Since 2023
DEFIANCE ETFS, LLC
MIAMI, FL · Since 2018
FORA CAPITAL, LLC
MIAMI, FL · Since 2020
EMCEE INVEST
MIAMI, FL · Since 2018
RM PRIVATE WEALTH MANAGEMENT
MIAMI, FL · Since 2020
UYANA PARTNERS LLC
MIAMI, FL · Since 2026
MELODEON CAPITAL PARTNERS, LP
MIAMI, FL · Since 2019
BAU ADVISORS
MIAMI, FL · Since 2019
MACERATIO LLC
MIAMI, FL · Since 2024
FORTIS PRIVATE WEALTH ADVISORS, LLC
MIAMI, FL · Since 2019
GREENWOOD FAMILY ADVISORS LLC
MIAMI, FL · Since 2021
LION CAPITAL ADVISORS LLC
MIAMI, FL · Since 2019
COMPASS GROUP INVESTMENTS SOLUTIONS LLC
MIAMI, FL · Since 2019
ALIYA CAPITAL PARTNERS LLC
MIAMI, FL · Since 2021
THE ATLAS FINANCIAL GROUP
MIAMI, FL · Since 2023
RTC PARTNERS
MIAMI, FL · Since 2021
ALLIE FAMILY OFFICE LLC
MIAMI, FL · Since 2020
BRIDGEINVEST LLC
MIAMI, FL · Since 2020
PICEA CAPITAL LLC
MIAMI, FL · Since 2020
OCEANIS FINANCIAL ADVISORS, INC.
MIAMI, FL · Since 2020
WHITE WOLF CAPITAL ADVISORS, LLC
MIAMI, FL · Since 2021
LS BDC ADVISER, LLC
MIAMI, FL · Since 2021
GDA LUMA CAPITAL MANAGEMENT, LP
MIAMI, FL · Since 2023
FINANCIAL DESIGNS WEALTH MANAGEMENT
MIAMI, FL · Since 2023
BLACK TORO LLC
MIAMI, FL · Since 2023
FOUNDERS FAMILY OFFICE
MIAMI, FL · Since 2022
ALTHUM ADVISORS LLC
MIAMI, FL · Since 2021
MIDTOWN INVESTMENT ADVISORS LLC
MIAMI, FL · Since 2021
ZEST
MIAMI, FL · Since 2021
DIVISADERO STREET CAPITAL MANAGEMENT, LP
MIAMI, FL · Since 2022
CIBEST CAPITAL ADVISORY SERVICES LLC
MIAMI, FL · Since 2022
INVERSIONES SURA
MIAMI, FL · Since 2025
CALUMET CAPITAL PARTNERS LLC
MIAMI, FL · Since 2022
AMICORP WEALTH SERVICES
MIAMI, FL · Since 2022
DABA ADVISORS LLC
MIAMI, FL · Since 2022
BULLTICK4U ADVISOR, LLC
MIAMI, FL · Since 2022
GOI
MIAMI, FL · Since 2026
DAVIVIENDA ADVISORS
MIAMI, FL · Since 2022
FOREST AVENUE CAPITAL MANAGEMENT LP
MIAMI, FL · Since 2022
GALAPAGOS ADVISORY LLC
MIAMI, FL · Since 2024
ARTIA GLOBAL PARTNERS LP
MIAMI, FL · Since 2022
ALIANZA CORP. INVESTMENT ADVISOR
MIAMI, FL · Since 2025
BICE WEALTH MANAGEMENT LLC
MIAMI, FL · Since 2025
VIZCAYA CAPITAL PARTNERS LLC
MIAMI, FL · Since 2023
CORIENT IA LLC
MIAMI, FL · Since 2023
SAAGA
MIAMI, FL · Since 2023
RICHMOND CAPITAL
MIAMI, FL · Since 2023
ARBALPHA
MIAMI, FL · Since 2024
CLOUT CAPITAL
MIAMI, FL · Since 2024
BBVA GLOBAL WEALTH ADVISORS, INC.
MIAMI, FL · Since 2024
CANAL ROAD CAPITAL, LLC
MIAMI, FL · Since 2023
OPENVEST
MIAMI, FL · Since 2025
LMPG WEALTH ADVISORS, LLC
MIAMI, FL · Since 2024
EL MENUDO CUENTA LLC
MIAMI, FL · Since 2024
RELENTLESS RETURNS
MIAMI, FL · Since 2023
MENDOZA PRIVATE WEALTH
MIAMI, FL · Since 2026
CORRALES & CO.
MIAMI, FL · Since 2024
IKALON ADVISORS LLC
MIAMI, FL · Since 2026
ABF INVESTMENT MANAGEMENT, LLC
MIAMI, FL · Since 2024
LRZ CAPITAL LLC
MIAMI, FL · Since 2025
1823 PARTNERS (US) LLC
MIAMI, FL · Since 2024
CENTRICA WEALTH MANAGEMENT
MIAMI, FL · Since 2025
INTER ADVISORS LLC
MIAMI, FL · Since 2025
SAUL WEALTH ADVISORS, LLC
MIAMI, FL · Since 2025
BLANCHE PARK CAPITAL
MIAMI, FL · Since 2025
GUARDANT WEALTH ADVISORS
MIAMI, FL · Since 2026
WLT PARTNERS
MIAMI, FL · Since 2026
COOLABAH INVESTMENT MANAGEMENT (USA) INC
MIAMI, FL · Since 2026
FUSION QUANT TECHNOLOGIES
MIAMI, FL · Since 2025
POOLIT FUND MANAGEMENT, LLC
MIAMI, FL · Since 2022
PALATINE FUND ADVISORS, LLC
MIAMI, FL · Since 2018
3650 REIT INVESTMENT MANAGEMENT LLC
MIAMI, FL · Since 2017
VALLEY FORGE CAPITAL MANAGEMENT
MIAMI, FL · Since 2017
GREEN CAPITAL PRIVATE WEALTH
MIAMI, FL · Since 2026
INSIGNEO ADVISORY SERVICES, LLC
MIAMI, FL · Since 2016
BGV FINANCIAL ADVISORS
MIAMI, FL · Since 2023
VALEN PRIVATE CAPITAL, LLC.
MIAMI, FL · Since 2026
INGHAM RETIREMENT GROUP
MIAMI, FL · Since 1991
COLBERT INVESTMENT MANAGEMENT CO
MIAMI, FL · Since 1997
GABLES CAPITAL MANAGEMENT, INC.
MIAMI, FL · Since 1997
SIERRA CAPITAL LLC
MIAMI, FL · Since 2000
HQ CAPITAL PRIVATE EQUITY LLC
MIAMI, FL · Since 2005
BULLTICK WEALTH MANAGEMENT, LLC
MIAMI, FL · Since 2008
CONCISE CAPITAL MANAGEMENT, L.P.
MIAMI, FL · Since 2008
VECTORGLOBAL IAG, INC.
MIAMI, FL · Since 2017
CITADEL ADVISORS LLC
MIAMI, FL · Since 2010
MORI HUSTON PARTNERS
MIAMI, FL · Since 2009
WELCY CAPITAL ADVISORS LLC
MIAMI, FL · Since 2024
ARIAS RESOURCE CAPITAL MANAGEMENT LP
MIAMI, FL · Since 2011
SCALA CAPITAL LLC
MIAMI, FL · Since 2018
FLEXPOINT FORD, LLC
MIAMI, FL · Since 2012
GENTRUST
MIAMI, FL · Since 2011
CIFC ASSET MANAGEMENT LLC
MIAMI, FL · Since 2011
UNIMAR
MIAMI, FL · Since 2017
POWELL INVESTMENT ADVISORS, LLC
MIAMI, FL · Since 2012
H.I.G. CAPITAL, LLC
MIAMI, FL · Since 2012
FLEXIS CAPITAL
MIAMI, FL · Since 2021
EIGHTFOLD REAL ESTATE CAPITAL, L.P.
MIAMI, FL · Since 2013
POINT BREAK CAPITAL MANAGEMENT LLC
MIAMI, FL · Since 2012
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC
MIAMI, FL · Since 2012
I SQUARED CAPITAL ADVISORS (US) LLC
MIAMI, FL · Since 2013
CARLYLE AVIATION SECURITIES PARTNERS LLC
MIAMI, FL · Since 2014
JAGUAR GROWTH ASSET MANAGEMENT, LLC
MIAMI, FL · Since 2015
STRENTA INVESTMENT MANAGEMENT SERVICES, LLC
MIAMI, FL · Since 2014
GUERRA WEALTH ADVISORS
MIAMI, FL · Since 2023
ELEMENT POINTE FAMILY OFFICE
MIAMI, FL · Since 2016
AVORY & CO.
MIAMI, FL · Since 2019
LESTE CAPITAL PARTNERS (FLORIDA), LLC
MIAMI, FL · Since 2019
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP
MIAMI, FL · Since 2019
DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC
MIAMI, FL · Since 2016
BOYNE CAPITAL
MIAMI, FL · Since 2019
TLS ADVISORS LLC
MIAMI, FL · Since 2023
LOCUST POINT CAPITAL
MIAMI, FL · Since 2017
AZORA CAPITAL LP
MIAMI, FL · Since 2017
GLIDE CAPITAL
MIAMI, FL · Since 2017
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC
MIAMI, FL · Since 2021
CREO CAPITAL PARTNERS MANAGEMENT LLC
MIAMI, FL · Since 2021
SHAOLIN CAPITAL MANAGEMENT LLC
MIAMI, FL · Since 2019
LESTE USA, LLC
MIAMI, FL · Since 2019
MGM INNOVA CAP MANAGEMENT LLC
MIAMI, FL · Since 2021
KAUFMAN ROSSIN WEALTH, LLC
MIAMI, FL · Since 2021
PARTICIPANT CAPITAL
MIAMI, FL · Since 2021
CARLYLE AVIATION PDP MANAGEMENT LLC
MIAMI, FL · Since 2020
TRUE WEALTH ADVISORY GROUP
MIAMI, FL · Since 2022
LARCH CAPITAL PARTNERS LLC
MIAMI, FL · Since 2020
FORGELIGHT LLC
MIAMI, FL · Since 2020
PARE PARTNERS LLC
MIAMI, FL · Since 2023
TRINITY FUND ADVISORS LLC
MIAMI, FL · Since 2020
TYRO CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2023
OC INVESTMENT MANAGEMENT LP
MIAMI, FL · Since 2021
LEVEL ONE FUND
MIAMI, FL · Since 2023
VISION ONE MANAGEMENT PARTNERS, LP
MIAMI, FL · Since 2023
KINETIC PARTNERS MANAGEMENT, LP
MIAMI, FL · Since 2022
EIR PARTNERS CAPITAL, LP
MIAMI, FL · Since 2023
SOLLINDA CAPITAL MANAGEMENT LLC
MIAMI, FL · Since 2023
OCTOGONE NA
MIAMI, FL · Since 2022
POWER SUSTAINABLE MANAGER US, INC.
MIAMI, FL · Since 2023
DOWNTOWN WEALTH STUDIOS, LLC
MIAMI, FL · Since 2023
GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC
MIAMI, FL · Since 2023
PARE PARTNERS II LLC
MIAMI, FL · Since 2023
NORTHAMPTON CAPITAL PARTNERS
MIAMI, FL · Since 2024
TIEMPO CAPITAL PARTNERS
MIAMI, FL · Since 2024
ISQ OPENINFRA REGISTERED ADVISOR LLC
MIAMI, FL · Since 2025
ETERNAL CAPITAL, LLC
MIAMI, FL · Since 2026
MATTERS CAPITAL LLC
MIAMI, FL · Since 2025
CIFC PRIVATE CREDIT MANAGEMENT LLC
MIAMI, FL · Since 2024
INTER US MANAGEMENT, LLC
MIAMI, FL · Since 2025
DOMA PERPETUAL CAPITAL MANAGEMENT LLC
MIAMI, FL · Since 2022
021 INVESTMENTS LLC
MIAMI, FL · Since 2023
KHROM CAPITAL MANAGEMENT
MIAMI, FL · Since 2024
OBION CAPITAL MANAGEMENT LP
MIAMI, FL · Since 2024
ONE STONE PARTNERS L.L.C.
MIAMI, FL · Since 2015
UNIVERSA INVESTMENTS L.P.
MIAMI, FL · Since 2008
CREDICORP CAPITAL ADVISORS LLC
MIAMI, FL · Since 2021
CORAL WEALTH MANAGEMENT, LLC
MIAMI, FL · Since 2025
LAFISE GLOBAL ADVISORS LLC
MIAMI, FL · Since 2024
AZIMUT INVESTMENT ADVISORS LLC
MIAMI, FL · Since 2005
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
MIAMI, FL · Since 2011
SANCTUARY ADVISORS, LLC
MIAMI, FL · Since 2015
RATAN CAPITAL MANAGEMENT, LP
MIAMI, FL · Since 2013
CREAND MANAGEMENT
MIAMI, FL · Since 2015
BCI SECURITIES, INC.
MIAMI, FL · Since 2021
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?
The median advisory fee in MIAMI, FL is 0.95% of assets under management per year, based on Form ADV filings from 208 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.