Financial advisors in Miami, FL

131 match · page 3 of 5

John Poling
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
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John Rodriguez
Financial advisor at Element Pointe Family Office
Element Pointe Family Office · $1.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Torola
Financial advisor at Inter Advisors LLC
Inter Advisors LLC
CFP®Verified
View page Check on SEC IAPD ↗
John-Michael Lenahan
Financial advisor at Alliancebernstein L.p.
Alliancebernstein L.p. · $763.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Cameron
Financial advisor at Camerondowning, Inc.
Camerondowning, Inc. · $40.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Jerome
Financial advisor at Element Pointe Family Office
Element Pointe Family Office · $1.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jorge Alvarez
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jorge Valdes
Financial advisor at Financial Designs Wealth Management
Financial Designs Wealth Management · $261.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jorge Valdes
Financial advisor at Financial Designs Wealth Management
Financial Designs Wealth Management · $261.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jose De La Lama
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jose Rodriguez
Financial advisor at Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC · $5.16B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Jose Velasco
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Alamo
Financial advisor at Cg Advisory Services
Cg Advisory Services · $4.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Juan Ruiz
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith Ginsburg
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ken Tanaka
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Anderson
Financial advisor at Unimar
Unimar · $230.8M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Kevin Dooley
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristina Shamonina
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristopher Martin
Financial advisor at Element Pointe Family Office
Element Pointe Family Office · $1.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Krysta Dos Santos
Financial advisor at Gentrust
Gentrust · $5.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kurt Wittmeyer
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kylie Saigol
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ladyanne Castellanos
Financial advisor at Ameraudi Asset Management, Inc.
Ameraudi Asset Management, Inc. · $2.1B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Laura Gutierrez-Mendez
Financial advisor at Ingham Retirement Group
Ingham Retirement Group · $2.62B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Legna Gonzalez
Financial advisor at Hsbc Securities (USA) Inc.
Hsbc Securities (USA) Inc. · $3.84B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Lester Noisom
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Manuel Bernardez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Manuel Coroalles
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc Silverman
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Miami, 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 Miami, FL.

How this list works

Before you hire an advisor in Miami, FL