Financial advisors in Miami, FL

113 match · page 1 of 4

Abraham Horowitz
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Adam Sendzischew
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 ↗
Adam Weirich
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Green
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alejandro Jerez
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Allison Beckham
Financial advisor at Beckham Financial, LLC
Beckham Financial, LLC · $6.9M AUM
CFP®VerifiedFinancial planning
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Ana Harris
Financial advisor at Cela Wealth Management
Cela Wealth Management · $65M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Carrillo
Financial advisor at Barnett Capital Advisors LLC
Barnett Capital Advisors LLC · $161.1M AUM
CFP®VerifiedFinancial planning
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Andrew Heatley
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
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Anna Winger
Financial advisor at Sollinda Capital Management LLC
Sollinda Capital Management LLC · $1.02B AUM
CFP®VerifiedFinancial planning
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Anthony Caravetta
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 ↗
Ashlea Ayer
Financial advisor at Kaufman Rossin Wealth, LLC
Kaufman Rossin Wealth, LLC · $506.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashton Medina
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Behzad Ravan
Financial advisor at Rc Private Wealth, LLC
Rc Private Wealth, LLC · $1.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Moscowicz
Financial advisor at Alliancebernstein L.p.
Alliancebernstein L.p. · $763.4B AUM
CFP®VerifiedFinancial planning
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Blake Calligaro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Scott
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Celaya
Financial advisor at Celaya Wealth Management
Celaya Wealth Management · $32.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlton Harrison
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Hill
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
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Christopher Vroom
Financial advisor at Atlas Meridian Capital LLC
Atlas Meridian Capital LLC · $20.1M AUM
CFP®VerifiedFinancial planning
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Claudia Ros
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Conny De La Torre
Financial advisor at Bolton Global Asset Management
Bolton Global Asset Management · $8.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Chapman
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 ↗
Daniel Perez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Fontaine
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Panzica
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 ↗
David Smith
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deanna Hartwell
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deborah Badillo
Financial advisor at Meira Wealth
Meira Wealth · $317.8M 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Miami, FL.

How this list works

Before you hire an advisor in Miami, FL