Top Financial Advisors in Miami, FL

How do we make our selections?

These top financial advisory firms in Miami can help you focus your search on trusted advisors in your specific area. The winning selections are based on a thorough compilation of financial firm data in the Miami, FL neighborhoods based on firms with the most client accounts and best reviews.

This list of top financial advisors in Miami, FL can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

Reputation

Reviews that the firm
has received

Trusted

Firms manage at least
$100 million in assets

Expertise

Firms provide financial
planning and investment
services

Integrity

Firms are fee-only

Financial Advisor	Financial Services	Assets Managed
2. Buckingham Strategic Wealth	Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning	$12,282,889,291
9. Forte Capital	Wealth Management, 401k Plan Management, Non-Profit Asset Management	$797,784,647

Financial Firms Overview

The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.

2. Buckingham Strategic Wealth

801 Brickell Avenue
Miami, FL 33131

https://buckinghamadvisor.com/

About Buckingham Strategic Wealth

Buckingham Strategic Wealth is a financial planning company that serves individuals and families, institutions, plan sponsors, and dental practice owners. Providing fiduciary financial services at every level, advisors at Buckingham Strategic Wealth prioritize relationships, believing that a personal relationship with clients helps develop a more holistic, comprehensive, and successful investment strategy.

Number of Advisors

290

Time in Business

Founded in 2007

Offers Fiduciary Services

Yes

Specialties

Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning

Advisors Minimums

$500,00 minimum investment required to initiate services as a new client.

9. Forte Capital

Info@forte-capital.com
,

https://forte-capital.com/

About Forte Capital

Forte Capital tailors each client’s portfolio to match the client’s investment goals and risk tolerance. It prioritizes asset allocation overstock selection as the most important long-term factor in a portfolio. The firm uses both fundamental and technical analysis to analyze securities and has offices

Number of Advisors

Time in Business

Founded in 1998

Offers Fiduciary Services

Yes

Specialties

Wealth Management, 401k Plan Management, Non-Profit Asset Management

Advisors Minimums

$500,000 minimum investment

Find the right Miami, FL financial advisor for you

*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who:

are headquartered in the U.S.
submitted Form ADV to the Securities and Exchange Commission before or after Jan 1, 2020 and as of as December 1, 2020
don’t receive commissions
have at least $100M in total AUM
have offices in the Miami or greater areas
have 3.5/5 or higher company rating score based on reviews