Falists

Florida · 374 advisers

Financial Advisors in Miami, Florida

Looking for a financial advisor in Miami, Florida? Falists indexes 374 SEC-registered and state-registered investment advisers in Miami — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 313 firms list a website you can visit directly. Firms in this directory manage up to $570.62B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

374

With website

313

Largest AUM

$570.62B

Financial planning

61

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth269Planning61Trusts145Retirement36Institutional153

Top advisors in Miami

Ranked by AUM · Fees, team & specialties at a glance

View all 374 →

GENTRUST

Miami, FL

AUM

$5.20B

Financial PlanningWealth MgmtTrusts & Estates

Team

18 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

305-677-6688

Full profileVisit site →
View all 374 advisors in Miami

More cities in Florida

Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)Winter Park (40)

Common questions

How many financial advisors are in Miami, Florida?
374 registered investment advisers are listed in our Miami directory, sourced from public SEC filings.
What types of advisors are in Miami?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Miami?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.