Top 10 advisors in Miami
We’ve curated a list of the best financial advisors in Miami, take a look at it below
Find an advisor in Miami| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $339,079,412,155 | 2823 advisors | ||
| 2 | $81,941,806,571 | 825 advisors | ||
| 3 | $47,796,133,982 | 207 advisors | ||
| 4 | $37,246,864,417 | 206 advisors | ||
| 5 | $23,760,667,616 | 6 advisors | ||
| 6 | $8,312,737,289 | 30 advisors | ||
| 7 | $7,260,889,944 | 20 advisors | ||
| 8 | $6,541,895,000 | 81 advisors | ||
| 9 | $2,426,449,995 | 34 advisors | ||
| 10 | $1,868,866,355 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Miami, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Miami. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Citadel Advisors LLC
Assets under management
$339,079,412,155
Fee structure
A percentage of assets under your management
Performance-based fees
REIMBURSEMENT OF EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Corient
Assets under management
$81,941,806,571
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
3. I Squared Capital Advisors (us) LLC
Assets under management
$47,796,133,982
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Cifc Asset Management LLC
Assets under management
$37,246,864,417
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
We Manage Collateralized Loan Obligation Funds, Other Private Funds And Separately Management Accounts
5. Oc Investment Management Lp
Assets under management
$23,760,667,616
Fee structure
Performance-based fees
ANNUALLY NEGOTIATED MANAGEMENT FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Loop Capital Asset Management
Assets under management
$8,312,737,289
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Redwheel
Assets under management
$7,260,889,944
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Rialto Capital Management, LLC
Assets under management
$6,541,895,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Gentrust
Assets under management
$2,426,449,995
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Provide Model Portfolios
- Not sure which one to choose?Use our smart matching tool
10. Point Break Capital Management LLC
Assets under management
$1,868,866,355
Fee structure
Fixed fees
SEE NOTE 1 ON SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.