Finding a Top Financial Advisor Firm in Miami, Florida
Finding the right financial advisor is no easy undertaking, and it's hard to narrow things down in Miami, a large city with many advisors. That's why we've tried to simplify your search by compiling this list of the top nine Miami financial advisor firms. In tables and in reviews, we lay out our findings about these firms and what sets them apart.
If you need more guidance in your search, we can help. Finding a financial advisor doesn't have to be hard. SmartAsset’s free tool matches you with vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Guerra Wealth Advisors  Find an Advisor | $406,224,000 | $100 |
| Minimum Assets$100Financial Services
|
| 2 | Sollinda Capital Management LLC  Find an Advisor | $1,016,267,428 | None |
| Minimum AssetsNoneFinancial Services
|
| 3 | Ingham Retirement Group  Find an Advisor | $2,615,523,682 | $100,000 |
| Minimum Assets$100,000Financial Services
|
| 4 | GenTrust  Find an Advisor | $5,202,073,997 | $10,000,000 |
| Minimum Assets$10,000,000Financial Services
|
| 5 | Aliya Capital Partners LLC  Find an Advisor | $5,177,422,144 | $100,000 |
| Minimum Assets$100,000Financial Services
|
| 6 | Finaccess Advisors, LLC  Find an Advisor | $4,113,584,758 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
| 7 | MMBG Investment Advisors Co.  Find an Advisor | $2,983,709,180 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 8 | Corrales & Co.  Find an Advisor | $174,189,878 | None |
| Minimum AssetsNoneFinancial Services
|
| 9 | Sierra Capital  Find an Advisor | $1,612,263,128 | $10,000,000 |
| Minimum Assets$10,000,000Financial Services
|
| 10 | Coral Wealth Management  Find an Advisor | $114,703,028 | None |
| Minimum AssetsNoneFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Miami, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Guerra Wealth Advisors
Guerra Wealth Advisors has the lowest amount of AUM on the list, but the second most clients. The firm offers servcies such as financial planning, investment management and insurance products. Advice given include financial, insurance, retirement, income and tax planning strategies. The types of clients the firm works with include individuals, families, small businesses, mid-size businesses and non-profit organizations.
The firm only requires an account minimum of $100. Fees charged by the firm range by the amount of assets under management (AUM) at the firm. Fees typically range from 0.75% to 1.75%.
The primary investment strategy used on client accounts at the firm are strategic asset allocation utilizing a core and satellite approach. However, each client's portfolio gets a unique strategy based on the individual client's specific needs, which advisors will take risk tolerance and other needs into consideration.
Sollinda Capital Management
Sollinda Capital Management offers services that include investment management, asset allocation, risk tolerance, asset selection, personal investment policy and sub-advisory servcies. The types of clients the firm works with include individuals, high-net-worth individuals and profit-sharing plans.
The firm is one of the newest firms on the list, having been founded in 2022. Fees at the firm for portfolio managmeent services are charged up to 2.25% annually based on the the total assets under management (AUM). The firm also charges a fee dependent on the strategy or combination of strategies in which a client's assets are invested and monthly fee for documents and reports provided to clients.
The firm uses several different investment strategies, depending on the individual needs of each client. The firm may use long-term trading, short-term trading and short sales to meet client portfolio objectives.
Ingham Retirement Group
Ingham Retirement Group, which also goes by Ingham Russell Investment Advisors, works with individuals, high-net-worth individuals and pensions plans. The practice is fee-based, meaning the firm earns income from commissions in addition to charging management fees. This presents a potential conflict of interest, but the advisors must always act in the best interest of the client.
Ingham Retirement provides model portfolio management, individual portfolio management, third-party money manager selection, pension consulting services and financial planning services.
When it comes to investment strategy, Ingham Retirement prioritizes asset allocation over security selection, looking to find the right balance of securities, fixed income, and cash for every client’s risk tolerance and investment goals. The firm has four general model portfolio strategies ranging from its Most Aggressive approach to its Conservative strategy.
The firm also stresses the importance of a long-term perspective for clients looking to achieve stable investment returns. Consequently, it doesn’t spend much time engaging in short-term purchasing or trading.
GenTrust
GenTrust is a fee-based advisor that works primarily with high-net-worth individuals, as well as funds from foreign countries and institutions, and corporations. To open an acount, you’ll need at least $10 million. To hit this account minimum, however, the firm allows family members to aggregate their accounts. Also, it may waive the minimum at its discretion, which explains how some non-high-net-worth individuals become clients.
The firm’s services include wealth management, investment management, risk management, financial planning and consulting services. Additionally, it offers alternative investments and municipal bond management.
GenTrust's investment principles are based on academic and proprietary research. The firm's primary emphasis is on asset allocation, and it strives to achieve the optimal asset allocation for each client based on his or her risk tolerance. The firm aims to make client portfolios stable across market environments, and thus it relies on macroeconomic risk factors to set long-term asset allocation. To evaluate potential risk, the firm uses forward-looking scenario-based risk management.
Aside from asset allocation, GenTrust prioritizes low costs, diversification and tax efficiency in its client portfolios. Though the exact construction of client portfolios depends on individual clients’ investment objectives, GenTrust typically uses independent managers, mutual funds, exchange-traded funds, individual debt and equity securities, options and futures.
Aliya Capital Partners
Aliya Capital Partners is a fee-only practice with a $100,000 account minimum. However, all of the firm's individual clients are considered high-net-worth individuals. Aliya also works with pooled investment vehicles.
The firm's fees are based on a percentage of assets under management and range from 0.10% to 1.75%. Clients are subject to a minimum annual fee of $1,000. Aliya also may charge hourly for various planning services.
The practice specializes in both discretionary and non-discretionary investment advisory, portfolio management, investment consulting and financial planning. Advisors on staff may be specialists in areas like wealth management, asset allocation, cash management, financial planning and estate planning.
Aliya invests client assets in a range of assets, including exchange-traded funds, mutual funds, equities, options, bonds, private placements and potentially other products. While a client's portfolio will be managed and invested according to their specific needs and objectives, the firm does employ industry-standard methods of selecting securities, including fundamental, technical and cyclical forms of analysis, as well as charting.
Finaccess Advisors
Finaccess Advisors is a fee-only financial advisory firm that does not have a set account minimum. Its clients include both non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles and corporations. The firm’s services, which include wealth management and investment advisory services encompassing financial planning, retirement planning and trust services, are tailored to clients' specific needs, goals and objectives.
As a fee-only firm, advisors do not receive transaction-based compensation like sales commissions on securities or insurance policies. The firm charges fees that are based on a percentage of assets under management. It also charges fixed fees and collects referral fees from account custodians.
Finaccess Advisors says that it strives to preserve and grow its clients' wealth in a "sustained and sustainable manner," with an emphasis on risk management and corporate governance. Along with contributing to the growth of its clients, the firm says that it also wants to contribute to the advancement of society.
Finaccess Advisors’ investment committee is responsible for recommending investments for client portfolios. Investment recommendations are based on clients’ financial objectives and risk tolerance. Aside from its tailored strategy, Finaccess Advisors may also use long-term trading and short-term trading.
MMBG Investment Advisors
MMBG Investment Advisors provides discretionary investment advice to clients, recommending a wide array of investments that span across securities products and industries. Investments recomended in the firm's portfolios include equity, fixed-income securities, cash and equivalents. The firm's investment management sevices include investigating, structuring and negotiating investments and dispositions and monitoring the performance of investments.
The firm provides advisory servcies and investment management to clients that include individuals, small businesses, large businesses and institutional clients. The firm does require $500,000 of an investment to work with them.
Fees at the firm vary but typically range annually from 0% to 2% of the assets under management (AUM) invested at the firm. Some of the other servcies, such as financial planning require a fixed fee that ranges from $1,000 and $20,000.
Corrales & Co
Corrales & Company, also known as Corrales & Co., is a fee-based financial advisory firm that works with individuals and high-net-worth individuals. The firm also serves business owners, international families and executives, families seeking multigenerational wealth planning and federal government contractors. Corrales & Co. does not have a set account minimum.
The firm’s services include portfolio management, financial planning, tax planning and strategy, business exit planning, estate planning and family office services. Additionally, it offers international private client services, third-party adviser selection and referral, subscription services and educational seminars. Financial planning may address investment planning, life insurance, tax concerns, retirement planning, college planning and debt or credit planning.
The firm uses several different investment strategies, depending on the individual needs of each client. Corrales & Co. may use long-term trading, margin transactions, third-party investment advisers and allocations to private equity funds. Its analysis may include charting, fundamental analysis, Modern Portfolio Theory, quantitative analysis and technical analysis.
Sierra Capital
Sierra Capital offers family office services to a limited number of ultra-net-high worth individuals and families. The goal is to help these clients to achieve a lasting financial legacy for future generations. This likely isn't the firm for you if you don't fall into that category.
The services offered by the firm may include development of an investment policy, portfolio consulting, portfolio managmeent, risk management consulting, investment strategy, selecting and monitoring third-party money managers, performance reporting and financial planning.
Investment recommendations by the firm may include a number of things such as hedge funds, exchange-listed securities, corporate debt securities, commercial paper, CDs, municipals, mutual funds, commodities and securities traded over-the-counter.
Coral Wealth Management
Coral Wealth Management is a fee-based financial advisory firm that works with individuals, high-net-worth individuals, charitable organizations, corporations and other businesses, employee benefit plans and individuals with health savings accounts. The firm does not state a minimum account size, though clients are subject to a $1,000 minimum annual fee. The firm may waive this minimum at its discretion, and HSA accounts are charged a separate flat fee.
The firm’s services include discretionary and non-discretionary portfolio management, financial planning, pension consulting and health savings account advisory services. Its pension consulting services are available to employee benefit plans and fiduciaries.
The firm generally uses fundamental analysis and may use long-term purchases, short-term purchases and margin transactions to meet client portfolio objectives. Its portfolio management process primarily focuses on ETFs and model portfolios, which range from aggressive to conservative based on a client’s risk tolerance.
