Best Financial Advisors in NORTH MIAMI BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$923M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in NORTH MIAMI BEACH
#1
100
PIONEER FAMILY OFFICE, LLC
NORTH MIAMI BEACH, FL · Since 2019
$957M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
95
LEGACY WEALTH ADVISORS, LLC
NORTH MIAMI BEACH, FL · Since 2023
$923M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
95
NEW WAVE LOANS RESIDENTIAL, LLC
NORTH MIAMI BEACH, FL · Since 2025
$787M AUM2 clientsFee: 0%
FiduciaryFee-Only
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 NORTH MIAMI BEACH?
The median advisory fee in NORTH MIAMI BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 3 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.