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2024

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Best Financial Advisors in Miami, FL

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Miami Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

107Reviewed

69Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Miami, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Miami, FL

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Miami? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Miami, FL 33156

Expertise.com Rating

Review Sources

Google
5.0 (1)
Yelp
5.0 (1)

Why choose this provider?

Silverman Financial, Inc. seeks to provide effective solutions for important financial issues. The boutique practice focuses on retirees and clients who are planning to be, offering services such as life insurance analysis, 401(k) rollovers, severance benefits, IRA analysis, and estate planning. The firm's staff members value customer service and satisfaction. Owner Marc Silverman is a licensed broker and investment advisor, and he has worked in the financial planning field since 1983.

1001 Brickell Bay Drive, Miami, FL 33131

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

EisnerAmper Wealth Management & Corporate Benefits provides high-net-worth individuals and closely-held business owners in Miami with comprehensive planning services. Its advocacy management process for individuals includes customized investment management, estate planning, and asset protection strategies. A proprietary process, its business owner success strategy helps businesses strategically plan for their future and address individual wealth considerations. In addition, it provides customized solutions for eventual exits from privately-held businesses. The agency received the 2021 Excellence in Exit Planning Achievement Award from the International Exit Planning Association.

  • Certified Financial Planner (CFP)

8950 Southwest 74th Court, Miami, FL 33156

Why choose this provider?

Cela Advisors is an independent financial advisory practice that renders its services in Miami. The firm analyzes its clients' financial life to develop a personalized plan that can help them attain their personal goals. This plan includes estate planning, insurance evaluation, portfolio management, and the establishment of retirement objectives. In addition, its team provides consulting and investment advice. Cela Advisors was founded by Ana Cela Harris who is a certified financial planner and a member of the Financial Planning Association

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

8151 Peters Road, Plantation, FL 33324

Expertise.com Rating

Review Sources

Facebook
5.0 (5)

Why choose this provider?

MG&A Wealth is a financial advisory firm that serves the Miami metro. The team of financial consultants provides comprehensive planning services and analyses in areas such as retirement, estate, lifestyle, and insurance planning. The firm also offers value-added services and advice on a variety of financial issues, such as insurance, mortgage loans, and loan refinancing. Led by Todd Battaglia, MG&A Wealth has a combined 150 years of experience in investment management and financial services.

  • Certified Financial Planner (CFP)

1428 Brickell Avenue, Miami, FL 33131

Expertise.com Rating

Review Sources

Facebook
5.0 (19)
Google
5.0 (4)

Why choose this provider?

Barnett Capital Advisors is a team of financial planners that assist Miami residents. Covered in its service range is retirement planning, and this may involve evaluating clients' retirement income, reviewing asset allocations, and developing institutional growth strategies. It also provides wealth management services, which include assistance in developing tax management and estate planning strategies. Barnett Capital Advisors was founded in 2012 and has been featured in publications such as The Miami Herald and Bloomberg Businessweek.

  • Certified Financial Planner (CFP)

1000 South Pine Island Road, Plantation, FL 33324

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

With more than 40 years of industry experience, Tobias Financial Advisors is a boutique firm that serves the residents of Miami and the surrounding areas. It offers a full range of wealth management services, including cash flow management, risk management, and investment management. It also assists clients with tax planning, estate planning, retirement planning, and charitable planning. President Matthew D. Saneholtz is a member of the CFA Institute and The National Association of Personal Financial Advisors.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

6401 Southwest 87th Avenue, Miami, FL 33173

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Guerra Financial Group is an independent financial advisory firm serving individuals and families in the Miami area. It provides financial planning services that aim to help clients manage their wealth and make educated investments. The company comprises financial professionals with more than 200 years of combined experience in the financial services field. Mauro Guerra, the founder and wealth strategist of Guerra Financial Group, founded the company in 1986. He is a regular panelist on AmericaTV, MegaTV, Univision, Telemundo, and NBC News.

  • Estate Planning
  • Tax Planning

200 South Biscayne Boulevard, Miami, FL 33131

Expertise.com Rating

Why choose this provider?

Provenance Wealth Advisors is a financial planning firm that serves individuals from Miami and its surrounding areas. It helps retirees, professionals, and business owners to achieve their short and long-term goals through personalized life plans. The company's focus areas include planning for estate, legacy, insurance, investment, retirement, and charity & philanthropy. Its team also works with its clients' lawyers and accountants regarding the implemented processes. Provenance Wealth Advisors has been operating for over 20 years.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

901 Ponce de Leon, Coral Gables, FL 33134

Expertise.com Rating

Why choose this provider?

Cathy Pareto and Associates is a wealth management firm catering to clients in Miami. The firm offers retirement planning and research-driven investment management solutions, including asset allocation and investment selection. It also provides specialized financial planning services for non-traditional families, women, doctors. Its president and founder, Cathy Pareto, has been in the financial services industry for more than 20 years. She was named in Forbes magazine as one of the 2008 Top Ten Most Dependable Wealth Managers for Women in the USA.

  • Certified Financial Planner (CFP)
  • Retirement Planning

2665 South Bayshore Drive, Miami, FL 33133

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Established by Frank Armstrong in 1993, Investor Solutions is a fiduciary investment advisory firm that caters to Miami's individuals, trusts, and families. It follows different phases incorporated with different strategies in handling the client's account, such as execution, periodic rebalancing, tax minimization strategies, continuous account review to reduce costs and risks, and continuous evaluation of alternative strategies and new asset classes. Clients will have access to review their accounts for the tax-loss harvesting, rebalancing, and other tax management opportunities.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

429 Lenox Avenue, Miami Beach, FL 33139

Expertise.com Rating

Review Sources

Yelp
5.0 (5)
Google
5.0 (1)

Why choose this provider?

Modern Money Advisor is a financial service company that helps individuals in Miami and the surrounding areas with their savings and investments. Its financial planning service covers income and expense organization, debt elimination, wealth accumulation, investment strategy, and personal finance automation. Its investment guidance includes goal assessment, risk tolerance, investment process engagement, financial literacy, and behavioral bias assessment. Modern Money Advisor has been featured in several publications, including Business Insider, The New York Times, and US News & World Report.

  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Miami, FLFree Consultation
Silverman Financial, Inc.
Miami, FL 33156
EisnerAmper Wealth Management & Corporate Benefits
1001 Brickell Bay Drive, Miami, FL 33131
Cela Advisors
8950 Southwest 74th Court, Miami, FL 33156
MG&A Wealth
8151 Peters Road, Plantation, FL 33324
Barnett Capital Advisors
1428 Brickell Avenue, Miami, FL 33131
Tobias Financial Advisors
1000 South Pine Island Road, Plantation, FL 33324
Guerra Financial Group
6401 Southwest 87th Avenue, Miami, FL 33173
Provenance Wealth Advisors
200 South Biscayne Boulevard, Miami, FL 33131
Cathy Pareto and Associates
901 Ponce de Leon, Coral Gables, FL 33134
Investor Solutions
2665 South Bayshore Drive, Miami, FL 33133
Modern Money Advisor
429 Lenox Avenue, Miami Beach, FL 33139

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do certificates of deposit differ from traditional savings accounts in Miami?

    In Miami, savings accounts allow flexible deposits and withdrawals, while certificates of deposit require the bank to hold the funds for a fixed duration with potential penalties for early withdrawal. CDs typically offer higher interest rates than savings or money market accounts. Despite yielding lower returns than riskier investments, CDs are considered as secure as cash or savings accounts because they are insured and guaranteed by the bank.

  • In Miami, what is the definition of annuity?

    An annuity is a contract between an individual and an insurance company that combines insurance and investment elements to provide extra retirement income. Various annuity types in Miami offer options for guaranteed lifelong income, flexible withdrawals, beneficiary protection, and tax-deferred growth. It's important to note that the guarantee of income depends on the financial strength and claim-paying ability of the issuing insurance company.

  • Can a financial advisor in Miami assist with 401k investments?

    401k may not be a specific area of expertise for some financial advisors in Miami, but they can usually still help. However, people frequently receive insufficient advice from advisors regarding the investment of significant 401k savings. Due to the lack of direct access to these funds, advisors face challenges in providing valuable guidance on handling investments in employer-sponsored retirement plans.

  • What components should be included in a financial plan in Miami?

    An evaluation of your cash flow, net worth, goals, investment portfolio, tax situation, and insurance policy should be part of a comprehensive financial plan in Miami. These components form the basis for formulating projections and strategies to help you reach your objectives. Additionally, the plan may include the chances of successfully accomplishing your goals.

  • What does the term "Registered Investment Advisor" refer to in Miami?

    A company in Miami that is authorized to provide investment advice is known as a Registered Investment Advisor, or RIA. It must be registered with the Securities and Exchange Commission or the state. The fiduciary standard, which binds RIAs, mandates that they always put their clients' needs first before their own. To prevent possible conflicts of interest, advisors must follow a policy of complete disclosure as fiduciaries when working with their clients.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.