AdvisorRanked

Best Financial Advisors in MIAMI, Florida

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

208
Registered Firms
0.95%
Median Fee
of assets/year
$439M
Median AUM
208
Firms Listed
in our database

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Top Rated Established Verified208 firms shown

Top-Ranked Advisors in MIAMI

Page 1 of 9 · 208 firms

#1
93

MORA CAPITAL MANAGEMENT, LLC

MIAMI, FL · Since 2000

$1.9B AUM29 clientsFee: 0%
FiduciaryFee-Only
#2
93

RIALTO CAPITAL MANAGEMENT, LLC

MIAMI, FL · Since 2012

$21.7B AUM79 clientsFee: 0%
FiduciaryFee-Only
#3
92

FINACCESS ADVISORS, LLC

MIAMI, FL · Since 2009

$4.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#4
91

CIFC INVESTMENT MANAGEMENT LLC

MIAMI, FL · Since 1997

$1.0B AUM89 clientsFee: 0%
FiduciaryFee-Only
#5
91

LOOP CAPITAL ASSET MANAGEMENT

MIAMI, FL · Since 2009

$10.8B AUM18 clientsFee: 0%
FiduciaryFee-Only
#6
91

REDWHEEL

MIAMI, FL · Since 2013

$4.4B AUM14 clientsFee: 0%
FiduciaryFee-Only
#7
91

VALOR ADVISORS LLC

MIAMI, FL · Since 2014

$4.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#8
90

GFG CAPITAL

MIAMI, FL · Since 2003

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#9
90

BIGSUR PARTNERS, LLC

MIAMI, FL · Since 2008

$1.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#10
90

MMBG INVESTMENT ADVISORS CO.

MIAMI, FL · Since 2016

$3.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#11
90

DEFIANCE ETFS, LLC

MIAMI, FL · Since 2018

$3.9B AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
90

3650 REIT INVESTMENT MANAGEMENT LLC

MIAMI, FL · Since 2017

$2.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#13
89

INCA INVESTMENTS, LLC

MIAMI, FL · Since 2004

$570M AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
89

DARA CAPITAL US, INC.

MIAMI, FL · Since 2010

$563M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
89

ICV PARTNERS, LLC

MIAMI, FL · Since 2012

$694M AUM9 clientsFee: 0%
FiduciaryFee-Only
#16
89

LORIENT CAPITAL MANAGEMENT, LLC

MIAMI, FL · Since 2019

$1.9B AUM14 clientsFee: 0%
FiduciaryFee-Only
#17
89

ALTHUM ADVISORS LLC

MIAMI, FL · Since 2021

$2.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#18
89

FOREST AVENUE CAPITAL MANAGEMENT LP

MIAMI, FL · Since 2022

$2.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#19
89

CORIENT IA LLC

MIAMI, FL · Since 2023

$5.1B AUM49 clientsFee: 0%
FiduciaryFee-Only
#20
89

1823 PARTNERS (US) LLC

MIAMI, FL · Since 2024

$18.5B AUM30 clientsFee: 0%
FiduciaryFee-Only
#21
89

VALLEY FORGE CAPITAL MANAGEMENT

MIAMI, FL · Since 2017

$4.4B AUM2 clientsFee: 0%
FiduciaryFee-Only
#22
88

DAYBRIGHT ADVISORY SERVICES, INC.

MIAMI, FL · Since 2015

$997M AUM8 clientsFee: 0%
FiduciaryFee-Only
#23
88

HOLLANDER ASSET MANAGEMENT LLC

MIAMI, FL · Since 2009

$420M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
88

ANDBANC ADVISORY LLC

MIAMI, FL · Since 2014

$806M AUM10 clientsFee: 0%
FiduciaryFee-Only
#25
88

NOCTUA INTERNATIONAL WMG, LLC

MIAMI, FL · Since 2009

$474M AUM3 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?

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.