Areas served: Miami, FL and surrounding Miami-Dade County
Miami's financial advisory landscape reflects the city's diverse economic base, serving Latin American wealth management clients, real estate investors, and retirees alongside traditional households. The metro area has over 400 registered investment advisors and thousands of credentialed professionals, ranging from boutique fiduciary firms in Brickell to wirehouses in Coral Gables and fee-only planners throughout Miami-Dade County. Advisors here frequently specialize in international tax planning, currency considerations, and cross-border estate planning given Miami's role as a gateway to Latin America.
Infinite Financial Services is a comprehensive financial advisory and business services firm serving Miami with over 20 years of experience. They specialize in tax preparation and optimization, mortgage solutions (including options for self-employed, bankruptcy, and credit-challenged borrowers), business planning and consulting, and retirement planning. The team combines accounting expertise with personalized financial strategy to help individuals and business owners achieve their financial goals.
Manna Wealth Management is a fiduciary financial advisory firm serving Miami Beach and South Florida with comprehensive wealth management services including retirement planning, investment management, estate planning, tax planning, and family office services. Led by experienced advisors who specialize in Social Security optimization and work with clients across various life stages—from business owners to women in transition—the firm is known for customized, personalized financial strategies rather than one-size-fits-all approaches. They offer free initial consultations and take time to understand each client's goals, risk tolerance, and long-term aspirations.
Guerra Wealth Advisors is an independent fiduciary financial advisory firm in Miami managing over $600 million for thousands of clients. Founded by brothers Sebastian and Fabian Guerra, the firm specializes in comprehensive retirement planning through their proprietary 5-step Guerra Freedom Plan, which focuses on increasing returns, reducing taxes, and protecting legacies. With nearly 40 years of combined experience, they help South Florida families transform their approach to retirement by aligning financial strategies with individual goals and values.
Coral Wealth Management is an independent financial advisory firm based in Miami serving individuals and families throughout South Florida. They provide comprehensive wealth management services including investment management, retirement planning, financial planning, and personalized portfolio strategy. The firm is dedicated to helping clients build and preserve wealth through customized financial solutions tailored to their unique goals and circumstances.
Florida Financial Advisors is an independent financial planning firm serving the Miami Lakes area and greater South Florida. They provide comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies tailored to individual clients' goals. With a focus on personalized service and fiduciary standards, they help clients build and preserve wealth through strategic financial guidance.
Global Wealth Management, founded in 2009 by Grant Conness and Andrew Costa, provides comprehensive financial planning and investment advisory services to individuals, families, and business owners throughout South Florida. They specialize in retirement planning, investment management, and risk reduction through their signature Retirement Roadmap Review process, which offers clients a complimentary initial consultation to clarify their financial position and goals. The firm is known for simplifying complex financial strategies and helping clients build confidence in their long-term financial future.
Pangea Financial Planning & Employee Benefits is a Miami-based financial advisory and benefits consulting firm specializing in comprehensive financial planning, investment management, and employee benefits solutions for individuals and businesses. Founded with a focus on personalized service, Pangea helps clients navigate retirement planning, investment strategy, and benefits optimization to achieve their long-term financial goals. Their team combines financial planning expertise with deep knowledge of employee benefits design and insurance solutions.
Erez Law, PLLC is a national investment fraud law firm specializing in recovering losses for investors harmed by broker misconduct, securities fraud, and financial advisor negligence. Founded by Jeffrey Erez and led by a team with over 20 years of experience, the firm has recovered more than $400 million for clients across the United States and internationally. They handle cases involving unsuitable investment recommendations, unauthorized trading, churning, Ponzi schemes, hedge fund fraud, and misconduct by major brokerage firms including Merrill Lynch, UBS, Morgan Stanley, and Wells Fargo Advisors.
Gruen Financial is an independent financial advisory firm based in Miami specializing in comprehensive wealth management and financial planning for individuals and families. The firm provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's unique goals. Their experienced advisors focus on building long-term relationships to help clients achieve financial security and growth.
CameronDowning is a Miami-based fiduciary financial planning firm founded on the philosophy of being "personal trainers for your money." Their team of CFP® professionals provides comprehensive financial planning and investment management services designed to help clients achieve financial freedom and meet their life goals. They distinguish themselves through advice-driven, customized planning that prioritizes client needs over product sales, with a commitment to acting as fiduciaries and holding clients accountable to their financial objectives.
LPL Financial - Brickell is an independent financial advisory firm located in Miami's Brickell business district, offering comprehensive investment management, retirement planning, and personalized financial strategies for individuals and families. As part of LPL Financial's network of independent advisors, they provide access to a broad range of investment solutions and financial planning services tailored to each client's goals. Their team combines local expertise with the resources of a major financial services platform.
Prime Wealth Development is a financial advisory firm located in Miami's Brickell financial district, specializing in comprehensive wealth management and financial planning services. They work with clients to develop personalized strategies for building and protecting wealth across investments, retirement planning, and financial goals. Their team of consultants provides professional guidance tailored to individual client needs and circumstances.
CAM Private Wealth Services is an independent wealth management firm serving high-net-worth individuals and families in South Florida. The firm provides comprehensive financial advisory services including investment management, retirement planning, and personalized wealth strategies tailored to each client's unique goals. Their consultative approach focuses on building long-term relationships and delivering fiduciary-level service to affluent clients seeking professional guidance.
Northwestern Mutual is a financial services firm offering comprehensive insurance, investment, and retirement planning solutions to individuals and businesses in Miami. Their team of financial advisors provides personalized strategies for life insurance, disability coverage, and wealth management tailored to clients' long-term goals.
Anthem Advisors is a financial advisory firm based in Coral Gables specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Their team of experienced advisors works with clients to develop customized financial plans aligned with their long-term goals, offering guidance on investments, retirement planning, and wealth preservation strategies.
Edward Jones financial advisor Robert D Rucky, CFP®, provides personalized financial planning and investment management services to clients in the Miami area. With CFP certification, Rucky helps individuals develop comprehensive financial strategies tailored to their goals, whether saving for retirement, education, or major life events. Edward Jones is known for its one-on-one relationship approach and local presence.
Premia Global Advisors specializes in comprehensive financial planning for US citizens, expats, and individuals with global income and assets. Based in Coral Gables, they help clients navigate complex tax situations, retirement planning, and investment strategies across multiple jurisdictions. Their expertise in expat-specific financial planning makes them a standout choice for international professionals managing finances across borders.
Barnett Capital Advisors is an independent financial advisory firm based in Miami's Brickell financial district, offering comprehensive wealth management and financial planning services. The firm helps clients navigate investment decisions, retirement planning, and long-term financial strategy with a personalized approach. They serve individuals and families looking to build and preserve wealth.
NPC Financial is a Miami-based financial advisory firm located in downtown Biscayne Boulevard. They provide comprehensive financial consulting and planning services to help clients achieve their financial goals. The firm specializes in personalized financial strategies tailored to individual client needs.
Bessemer Trust is a private wealth management firm serving high-net-worth individuals and families in Miami and South Florida. With offices at 801 Brickell Avenue, they provide comprehensive wealth management services including investment management, financial planning, estate planning, and trust administration. Bessemer Trust combines institutional expertise with personalized service for clients seeking sophisticated wealth strategies and multi-generational wealth preservation.
Genesis Wealth Management Inc. is a financial advisory firm based in Coral Gables specializing in comprehensive wealth management and financial consulting services. The firm works with clients to develop personalized investment strategies and financial plans tailored to their individual goals and circumstances.
M&A Wealth is a financial advisory firm located in Miami's Brickell financial district, specializing in wealth management and financial consulting services. The firm works with clients to develop personalized financial strategies and investment management plans tailored to their individual goals and circumstances.
Scotia Wealth Management is a financial advisory firm based in downtown Miami specializing in personalized wealth management and investment strategies. Serving individuals and families throughout South Florida, they provide comprehensive financial planning services designed to help clients build and preserve wealth. The firm combines professional expertise with a client-focused approach to deliver tailored solutions for diverse financial goals.
Jemal E Le Grand is a Financial Advisor with Edward Jones in Miami's Brickell neighborhood, holding designations as a Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®). He provides comprehensive financial planning and investment management services to help clients build and protect their wealth. With his specialized credentials in exit planning, Le Grand is particularly well-suited for business owners seeking succession strategies and wealth transition planning.
Morgan Stanley Private Wealth Advisors in Miami provides comprehensive wealth management and financial advisory services to high-net-worth individuals and families. Their Miami office, located at 200 S Biscayne Boulevard, offers personalized investment management, retirement planning, estate planning, and financial strategy services backed by Morgan Stanley's global resources and expertise. The team delivers tailored solutions designed to help clients build and preserve wealth across multiple generations.
Oppenheimer & Co. Inc. is a full-service investment firm headquartered in Coral Gables offering comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. With deep expertise in markets and personalized client service, they help individuals and businesses build and preserve wealth through strategic financial planning and investment strategies.
Private Equity Solutions (PES) is a Miami-based financial services firm specializing in private equity and investment opportunities for high-net-worth individuals and institutional clients. Located in the prestigious Brickell financial district, PES provides tailored financial strategies and investment management services designed to build and preserve wealth through alternative investment vehicles.
BigSur Partners is a financial advisory firm based in Miami's Brickell district, specializing in comprehensive financial planning and investment management services. The firm serves high-net-worth individuals and families seeking personalized wealth strategies, portfolio management, and financial consulting tailored to their long-term goals.
Private Wealth Management of Coral Gables is an independent financial advisory firm serving high-net-worth clients and families in South Florida. Located on Coral Gables' prestigious Miracle Mile, they provide comprehensive wealth management, investment advisory, and financial planning services tailored to affluent individuals seeking personalized portfolio management and strategic financial guidance.
BNY Wealth is a global financial services firm offering comprehensive wealth management, investment management, and financial planning services to high-net-worth individuals and families. Based in Miami's Brickell financial district, BNY Wealth combines institutional expertise with personalized advisory to help clients grow, manage, and preserve their wealth across multiple asset classes and investment strategies.
Alpha Prime Capital is a financial advisory firm based in Miami specializing in investment management and wealth planning for individuals and families. The firm provides personalized financial strategies designed to help clients build and preserve wealth through tailored investment solutions and comprehensive financial guidance.
Merrill Lynch Wealth Management in Miami offers comprehensive financial advisory services including investment management, retirement planning, and wealth strategies for high-net-worth individuals and families. As part of Bank of America's wealth management division, they combine institutional resources with personalized advisory to help clients build and preserve wealth across multiple asset classes and life stages.
Infinite Financial Services is Miami's top-ranked financial advisor with a Lantern Score of 85.27/100 and 5-star rating from 203 reviews. They specialize in tax preparation, mortgage services, and comprehensive planning for small business owners, self-employed professionals, and first-time homebuyers.
MANNA WEALTH MANAGEMENT (Lantern Score: 84.30/100) and Guerra Wealth Advisors (Lantern Score: 84.00/100, managing over $600 million) both excel for retirees and pre-retirees. Guerra Wealth Advisors is particularly strong for those concerned about income sustainability, while MANNA specializes in comprehensive retirement planning for retirees and pre-retirees.
Multiple top-ranked advisors serve business owners: Infinite Financial Services (Lantern Score: 85.27/100) for comprehensive planning, Guerra Wealth Advisors (Lantern Score: 84.00/100) for succession planning, and Pangea Financial Planning (Lantern Score: 83.11/100) which also specializes in employee benefits solutions for small to mid-sized companies.
Coral Wealth Management (Lantern Score: 83.97/100) and Florida Financial Advisors (Lantern Score: 83.91/100) are both excellent choices for high-net-worth clients, offering personalized investment management and wealth preservation strategies. Coral Wealth specifically serves clients managing concentrated stock positions.
Yes, Premia Global Advisors (Lantern Score: 71.32/100), based in Coral Gables, specializes in comprehensive financial planning for US expats abroad, international professionals with multi-country income, and individuals with global assets.
Guerra Wealth Advisors leads with 807 reviews (4.9-star rating) and a Lantern Score of 84.00/100. As an independent fiduciary firm managing over $600 million, they specialize in retirement planning, tax optimization, and succession planning for business owners and high-net-worth individuals.