Florida · 4 advisers
Financial Advisors in North Miami Beach, Florida
Looking for a financial advisor in North Miami Beach, Florida? Falists indexes 4 SEC-registered and state-registered investment advisers in North Miami Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $956.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$956.8M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in North Miami Beach
Ranked by AUM · Fees, team & specialties at a glance
PIONEER FAMILY OFFICE, LLC
North Miami Beach, FL
AUM
$956.8M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; MINIMUM ACCOUNT CHARGE
305-935-5502
LEGACY WEALTH ADVISORS, LLC
North Miami Beach, FL
AUM
$922.8M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-808-6140
NEW WAVE LOANS RESIDENTIAL, LLC
North Miami Beach, FL
AUM
$787.4M
Team
2 advisors
Clients
—
Fees
PURCHASE & SALE OF PRIVATE MORTGAGES
(305) 512-1124
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Common questions
- How many financial advisors are in North Miami Beach, Florida?
- 4 registered investment advisers are listed in our North Miami Beach directory, sourced from public SEC filings.
- What types of advisors are in North Miami Beach?
- 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 North Miami Beach?
- 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.