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Best Financial Advisors near Miami Beach, Florida


To help Americans find the best financial advisors in Miami Beach, Florida, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Miami Beach, Florida.


1. Potomac Fund Management
   (888) 768-6622
777 Brickell Ave., Suite #500-9455. Miami, FL

Potomac Fund Management, registered in 1988, manages $134.4 million for 789 clients.

2. Thomas J. Herzfeld Advisors
   (305) 777-1660
119 Washington Avenue, Suite 504. Miami Beach, FL

Thomas J. Herzfeld Advisors, registered in 1984, manages $389.5 million for 310 clients.

3. Palisades Hudson Asset Management
   (954) 524-5552
201 S Biscayne Boulevard 28th Floor, Miami, Florida

Palisades Hudson Asset Management, registered in 1998, manages $1.3 billion for 143 clients.

4. Finaccess Advisors
   (305) 377-1112
1111 Brickell Avenue, Suite 2300. Miami, FL

Finaccess Advisors, registered in 2009, manages $4.7 billion for 84 clients.

5. WE Family Offices
   (305) 825-2225
701 Brickell Avenue, Suite 2100. Miami, FL

WE Family Offices, registered in 2001, manages $8.5 billion for 126 clients.

6. Wescott Financial Advisory Group
   (215) 979-1600
200 S. Biscayne Blvd Suite 3400, Miami, Florida

Wescott Financial Advisory Group, registered in 1987, manages $2.1 billion for 487 clients.

7. Colbert Investment Management CO
   (305) 400-9982
701 Brickell Avenue, Suite 2080. Miami, FL

Colbert Investment Management CO, registered in 1997, manages $242.4 million for 110 clients.

8. Concise Capital Management
   (305) 371-4578
1111 Brickell Avenue, Suite 1525. Miami, FL

Concise Capital Management, registered in 2008, manages $347.1 million for 5 clients.

9. Dynamic Wealth Advisors
   (877) 257-3840
801 Brickell Avenue Suite 900, Miami, Florida

Dynamic Wealth Advisors, registered in 2011, manages $2.1 billion for 3,248 clients.

10. Dragus Capital
   (786) 477-5777
777 Brickell Avenue, Suite 1230. Miami, FL

Dragus Capital, registered in 2011, manages $202.2 million for 87 clients.

11. MAS Advisors
   (786) 364-3103
78 SW 7th Street, Suite 500. Miami, FL

MAS Advisors, registered in 2013, manages $640.1 million for 225 clients.

12. Eisneramper Wealth Management & Corporate Benefits
   (305) 371-6200
1001 Brickell Bay Drive Suite 1400, Miami, Florida

Eisneramper Wealth Management & Corporate Benefits, registered in 2008, manages $572.9 million for 399 clients.

13. Fairholme Capital Management
   (305) 358-3000
2601 NE 2nd Avenue Miami, FL

Fairholme Capital Management, registered in 1997, manages $1.8 billion for 128 clients.

14. Sierra Capital
   (212) 867-3795
801 Brickell Avenue Suite 913, Miami, Florida

Sierra Capital, registered in 2000, manages $1.1 billion for 57 clients.

15. Gables Capital Management
   (305) 374-9121
801 Brickell Avenue, Suite 2320 Miami, FL

Gables Capital Management, registered in 1997, manages $432.3 million for 140 clients.

16. BiscayneAmericas Advisers
   (305) 577-0995
1111 Brickell Avenue, Suite 2750. Miami, FL

BiscayneAmericas Advisers, registered in 1999, manages $739.2 million for 10 clients.

17. Redwood Capital Management
   (201) 227-5040
404 Washington Avenue, Suite 715, Miami Beach, Florida

Redwood Capital Management, registered in 2012, manages $8.5 billion for 17 clients.

18. Buckingham Strategic Wealth
   (561) 988-2668
801 Brickell Avenue Suite 900, Miami, Florida

Buckingham Strategic Wealth, registered in 2007, manages $15.6 billion for 9,285 clients.

19. Fitzroy Investment Advisors
   (347) 580-9762
701 Brickell Avenue, 21st Floor. Miami, FL

Fitzroy Investment Advisors, registered in 2015, manages $442.5 million for 37 clients.

20. Fitzroy Investment Advisors
   (347) 580-9762
Multiple Locations

Fitzroy Investment Advisors, registered in 2015, manages $442.5 million for 37 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Top Cities for Florida


Boca Raton, Florida Coconut Creek, Florida Coral Gables, Florida Deerfield Beach, Florida Hialeah, Florida Key Biscayne, Florida Lighthouse Point, Florida Miami Beach, Florida Miami, Florida Pompano Beach, Florida

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