Financial advisors in Coral Gables, FL

1,025 advisors · page 1 of 35

Alejandro Fernandez
Financial advisor at Alternative Finance LLC
Alternative Finance LLC
CFP®VerifiedFinancial planning
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Alejandro Ruiz
Financial advisor at Evensky & Katz/Foldes Wealth Management
Evensky & Katz/Foldes Wealth Management · $3.21B AUM
CFP®VerifiedFinancial planning
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Alejandro Zayas
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Alfredo Oliva
Financial advisor at Advisuite
Advisuite · $12M AUM
CFP®Verified
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Alicia Llamazares
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Alyssa Guerra
Financial advisor at Castleview Partners, LLC
Castleview Partners, LLC · $416.9M AUM
CFP®VerifiedFinancial planning
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Ana Arguello
Financial advisor at Azzendo Wealth Advisors
Azzendo Wealth Advisors · $300.1M AUM
CFP®VerifiedFinancial planning
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Arturo Don Duasso
Financial advisor at Bayshore Wealth Advisors
Bayshore Wealth Advisors · $740.1M AUM
CFP®Verified
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Asher Carrell
Financial advisor at Evensky & Katz/Foldes Wealth Management
Evensky & Katz/Foldes Wealth Management · $3.21B AUM
CFP®VerifiedFinancial planning
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Brandon Diaz
Financial advisor at Entelevest, LLC
Entelevest, LLC · $147M AUM
CFP®VerifiedFinancial planning
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Brett Hixon
Financial advisor at Kirtland Financial Management, Inc.
Kirtland Financial Management, Inc. · $396.1M AUM
CFP®VerifiedFinancial planning
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Brett Horowitz
Financial advisor at Evensky & Katz/Foldes Wealth Management
Evensky & Katz/Foldes Wealth Management · $3.21B AUM
CFP®VerifiedFinancial planning
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Carlos Aguiar
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Carlos Rodriguez
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Catalina Franco-Cicero
Financial advisor at Meira Wealth
Meira Wealth · $317.8M AUM
CFP®VerifiedFinancial planning
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Catherina Pareto
Financial advisor at Azzendo Wealth Advisors
Azzendo Wealth Advisors · $300.1M AUM
CFP®VerifiedFinancial planning
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Charles May
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Charles Sachs
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
CFP®VerifiedFinancial planning
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Christina Kramlich
Financial advisor at Cantata Wealth Management, LLC
Cantata Wealth Management, LLC · $101.1M AUM
CFP®VerifiedFinancial planning
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Claudia Batlle
Financial advisor at Seaview Investment Managers LLC
Seaview Investment Managers LLC · $1.37B AUM
CFP®VerifiedFinancial planning
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Daniel Aruca
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Daniel Finkle
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
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Daniel Mesa
Financial advisor at Beacon Global Advisor Network, LLC
Beacon Global Advisor Network, LLC · $745.1M AUM
CFP®VerifiedFinancial planning
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Daniel Orona
Financial advisor at Stonewealth Advisors, LLC
Stonewealth Advisors, LLC · $5.1M AUM
CFP®VerifiedFinancial planning
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Daniel Rodriguez
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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David Garcia
Financial advisor at Evensky & Katz/Foldes Wealth Management
Evensky & Katz/Foldes Wealth Management · $3.21B AUM
CFP®VerifiedFinancial planning
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David Montes De Oca
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
CFP®Verified
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Deana Kelly
Financial advisor at Evensky & Katz/Foldes Wealth Management
Evensky & Katz/Foldes Wealth Management · $3.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Denise Abi-Fadel
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Denise Negron
Financial advisor at Amerant Investments, Inc.
Amerant Investments, Inc. · $782.4M AUM
CFP®Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Coral Gables, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Coral Gables, FL.

How this list works

Before you hire an advisor in Coral Gables, FL