Top 10 Financial Advisors in Miami, FL

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Corient Private Wealth is the top-rated financial advisor in Florida, according to our metrics. This fee-only advisory firm based in Miami specializes in serving high-net-worth individuals, trusts, estates, personal holding companies and pension and profit-sharing plans. The firm also has nearly $130 billion more in assets under management (AUM) more than any other firm on the list. Corient also has a massive client list, including nearly 30,000 individual clients – more than half of whom have a high net worth. 

Corient offers a comprehensive suite of services including investment management services, ongoing investment advice, financial planning and family office solutions. Additional offerings encompass investment policy consulting, risk management consulting, as well as estate planning resources. 

Corient tailors investment strategies to align with the unique needs of each client, employing both in-house and external managers. The firm focuses on sector-specific or regional investments, market-neutral approaches including hedging, dividend-focused strategies, responsible and ESG investing and tax-efficient strategies. Its investment vehicles range widely from equities and various types of bonds to more diverse options such as liquid alternatives, real assets and floating-rate bank loans. The firm also invests in a variety of funds, like registered mutual funds and exchange-traded funds, as well as private equity, hedge funds and funds of funds. 

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GenTrust is a fee-based advisor that works primarily with high-net-worth individuals, as well as funds from foreign countries and institutions, and corporations. To open an acount, you’ll need at least $10 million. To hit this account minimum, however, the firm allows family members to aggregate their accounts. Also, it may waive the minimum at its discretion, which explains how some non-high-net-worth individuals become clients. 

The firm’s services include wealth management, investment management, risk management, financial planning and consulting services. Additionally, it offers alternative investments and municipal bond management. 

GenTrust's investment principles are based on academic and proprietary research. The firm's primary emphasis is on asset allocation, and it strives to achieve the optimal asset allocation for each client based on his or her risk tolerance. The firm aims to make client portfolios stable across market environments, and thus it relies on macroeconomic risk factors to set long-term asset allocation. To evaluate potential risk, the firm uses forward-looking scenario-based risk management. 

Aside from asset allocation, GenTrust prioritizes low costs, diversification and tax efficiency in its client portfolios. Though the exact construction of client portfolios depends on individual clients’ investment objectives, GenTrust typically uses independent managers, mutual funds, exchange-traded funds, individual debt and equity securities, options and futures.

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Guerra Wealth Advisors has the lowest amount of AUM on the list, but the second most clients. The firm offers servcies such as financial planning, investment management and insurance products. Advice given include financial, insurance, retirement, income and tax planning strategies. The types of clients the firm works with include individuals, families, small businesses, mid-size businesses and non-profit organizations. 

The firm only requires an account minimum of $100. Fees charged by the firm range by the amount of assets under management (AUM) at the firm. Fees typically range from 0.75% to 1.75%. 

The primary investment strategy used on client accounts at the firm are strategic asset allocation utilizing a core and satellite approach. However, each client's portfolio gets a unique strategy based on the individual client's specific needs, which advisors will take risk tolerance and other needs into consideration. 

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Ingham Retirement Group, which also goes by Ingham Russell Investment Advisors, works with individuals, high-net-worth individuals and pensions plans. The practice is fee-based, meaning the firm earns income from commissions in addition to charging management fees. This presents a potential conflict of interest, but the advisors must always act in the best interest of the client.

Ingham Retirement provides model portfolio management, individual portfolio management, third-party money manager selection, pension consulting services and financial planning services.

When it comes to investment strategy, Ingham Retirement prioritizes asset allocation over security selection, looking to find the right balance of securities, fixed income, and cash for every client’s risk tolerance and investment goals. The firm has four general model portfolio strategies ranging from its Most Aggressive approach to its Conservative strategy. 

The firm also stresses the importance of a long-term perspective for clients looking to achieve stable investment returns. Consequently, it doesn’t spend much time engaging in short-term purchasing or trading. 

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Finaccess Advisors is a fee-only financial advisory firm that does not have a set account minimum. Its clients include both non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles and corporations. The firm’s services, which include wealth management and investment advisory services encompassing financial planning, retirement planning and trust services, are tailored to clients' specific needs, goals and objectives. 

As a fee-only firm, advisors do not receive transaction-based compensation like sales commissions on securities or insurance policies. The firm charges fees that are based on a percentage of assets under management. It also charges fixed fees and collects referral fees from account custodians. 

Finaccess Advisors says that it strives to preserve and grow its clients' wealth in a "sustained and sustainable manner," with an emphasis on risk management and corporate governance. Along with contributing to the growth of its clients, the firm says that it also wants to contribute to the advancement of society.

Finaccess Advisors’ investment committee is responsible for recommending investments for client portfolios. Investment recommendations are based on clients’ financial objectives and risk tolerance. Aside from its tailored strategy, Finaccess Advisors may also use long-term trading and short-term trading.

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Sollinda Capital Management offers services that include investment management, asset allocation, risk tolerance, asset selection, personal investment policy and sub-advisory servcies. The types of clients the firm works with include individuals, high-net-worth individuals and profit-sharing plans. 

The firm is one of the newest firms on the list, having been founded in 2022. Fees at the firm for portfolio managmeent services are charged up to 2.25% annually based on the the total assets under management (AUM). The firm also charges a fee dependent on the strategy or combination of strategies in which a client's assets are invested and monthly fee for documents and reports provided to clients. 

The firm uses several different investment strategies, depending on the individual needs of each client. The firm may use long-term trading, short-term trading and short sales to meet client portfolio objectives. 

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MMBG Investment Advisors provides discretionary investment advice to clients, recommending a wide array of investments that span across securities products and industries. Investments recomended in the firm's portfolios include equity, fixed-income securities, cash and equivalents. The firm's investment management sevices include investigating, structuring and negotiating investments and dispositions and monitoring the performance of investments. 

The firm provides advisory servcies and investment management to clients that include individuals, small businesses, large businesses and institutional clients. The firm does require $500,000 of an investment to work with them.

Fees at the firm vary but typically range annually from 0% to 2% of the assets under management (AUM) invested at the firm. Some of the other servcies, such as financial planning require a fixed fee that ranges from $1,000 and $20,000. 

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MAS Advisors works primarily with individuals and high-net-worth individuals, as well as pension and profit-sharing plans, insurance companies and corporations. As a fee-based firm, some advisors may earn third-party sales commissions on certain transactions. While this creates a conflict of interest, the firm and its advisors must act in your best interests. 

MAS has different minimums depending on the type of client. The firm generally requires individual clients to have a minimum account of $250,000. Institutional clients, however, must invest at least $10 million. While the firm offers portfolio management and financial planning, MAS specializes in the design and management of separately managed accounts, dynamic alternative asset management and the design of tax-efficient investment plans.

MAS offers both discretionary and non-discretionary investment advisory services. The firm manages and evaluates portfolios based on client financial goals and objectives. Services also factor in time horizon and risk tolerance. 

A majority of the firm's assets under management are invested in private funds, particularly alternative investment strategies like hedge funds and private equity investments. As a result, MAS notes in its firm brochure that certain alternative funds are intended only for sophisticated investors who can accept the risks that often accompany these types of investments. 

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Aliya Capital Partners is a fee-only practice with a $100,000 account minimum. However, all of the firm's individual clients are considered high-net-worth individuals. Aliya also works with pooled investment vehicles. 

The firm's fees are based on a percentage of assets under management and range from 0.10% to 1.75%. Clients are subject to a minimum annual fee of $1,000. Aliya also may charge hourly for various planning services. 

The practice specializes in both discretionary and non-discretionary investment advisory, portfolio management, investment consulting and financial planning. Advisors on staff may be specialists in areas like wealth management, asset allocation, cash management, financial planning and estate planning. 

Aliya invests client assets in a range of assets, including exchange-traded funds, mutual funds, equities, options, bonds, private placements and potentially other products. While a client's portfolio will be managed and invested according to their specific needs and objectives, the firm does employ industry-standard methods of selecting securities, including fundamental, technical and cyclical forms of analysis, as well as charting.  

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Sierra Capital offers family office services to a limited number of ultra-net-high worth individuals and families. The goal is to help these clients to achieve a lasting financial legacy for future generations. This likely isn't the firm for you if you don't fall into that category. 

The services offered by the firm may include development of an investment policy, portfolio consulting, portfolio managmeent, risk management consulting, investment strategy, selecting and monitoring third-party money managers, performance reporting and financial planning. 

Investment recommendations by the firm may include a number of things such as hedge funds, exchange-listed securities, corporate debt securities, commercial paper, CDs, municipals, mutual funds, commodities and securities traded over-the-counter.