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Find Retirement Advisors for Retirement Planning in North Miami Beach, Florida

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in North Miami Beach, Florida

Last Updated - March 22, 2024

North Miami Beach has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in North Miami Beach, Florida have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in North Miami Beach, Florida

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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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Jimmy Gonzalez
CRPC®
Anthem Advisors

Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Dock Street Asset Management
CAIA®, CFA®

Qualifications
Firm CRD# 111163

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

Top 12 Retirement Planning firms in North Miami Beach, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CV ADVISORS LLC
19495 Biscayne Boulevard, Suite Ph1
Aventura, FL, 33180
$8,415,385,935180645
A Percentage of AUM, Fixed Fees
2
WM PARTNERS, LP
21500 Biscayne Blvd, Suite 600
Aventura, FL, 33180
$855,342,8111517
A Percentage of AUM, Performance Based
3
EVOLUTION WEALTH ADVISORS, LLC
20900 Ne 30th Avenue, Suite 517
Aventura, FL, 33180
$842,791,87944111
A Percentage of AUM, Hourly charges, Fixed Fees
4
OMNIA FAMILY WEALTH, LLC
18851 Ne 29th Avenue, Suite 400
Aventura, FL, 33180
$722,102,944178910
A Percentage of AUM, Hourly charges, Fixed Fees
5
FITZROY INVESTMENT ADVISORS LLC
21500 Biscayne Boulevard, Suite 404
Aventura, FL, 33180
$582,425,775526
A Percentage of AUM
6
TCA FUND MANAGEMENT GROUP
19950 W Country Club Dr, Suite 101
Aventura, FL, 33180
$496,835,822346
A Percentage of AUM, Performance Based, Other (CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES)
7
ACTIVEST WEALTH MANAGEMENT, LLC
20900 Ne 30 Avenue, Suite 311
Aventura, FL, 33180
$486,014,53067211
A Percentage of AUM, Fixed Fees, Performance Based
8
BRASIL CAPITAL ADVISER LLC
19505 Biscayne Blvd, Suite 2350, Room 084
Aventura, FL, 33180
$316,006,52644
A Percentage of AUM, Performance Based
9
KAILIX ADVISORS LLC
20801 Biscayne Blvd, Suite 403
Aventura, FL, 33180
$281,000,000282
A Percentage of AUM, Fixed Fees, Performance Based
10
RVX ASSET MANAGEMENT LLC
20900 Ne 30th Avenue,, Suite 401
Aventura, FL, 33180
$246,404,4111010
A Percentage of AUM, Fixed Fees, Performance Based
11
PROXY WEALTH ADVISORS LLC
2980 Ne 207th Street, Unit 318
Aventura, FL, 33180
$116,051,0005696
A Percentage of AUM, Hourly charges, Fixed Fees
12
FNZ ADVISERS LLC
2980 Ne 207th St, Unit 504
Aventura, FL, 33180
$105,000,00021
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in North Miami Beach, Florida

QualificationsFirm CRD# 164817

Assets Under Management $8,415,385,935

No. Of Clients1806

Clients Per Financial Advisor40

CV ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1806 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 235788

Assets Under Management $855,342,811

No. Of Clients15

Clients Per Financial Advisor1

WM PARTNERS, LP is a financial advisory firm situated in Aventura, Florida. With a nearly $855M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 285142

Assets Under Management $842,791,879

No. Of Clients441

Clients Per Financial Advisor40

EVOLUTION WEALTH ADVISORS, LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $843M assets under management, the firm specializes in crafting personalized retirement planning solutions for 441 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 170909

Assets Under Management $722,102,944

No. Of Clients1789

Clients Per Financial Advisor179

OMNIA FAMILY WEALTH, LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $722M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1789 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 174342

Assets Under Management $582,425,775

No. Of Clients52

Clients Per Financial Advisor9

FITZROY INVESTMENT ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $582M assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 169163

Assets Under Management $496,835,822

No. Of Clients3

Clients Per Financial Advisor0

TCA FUND MANAGEMENT GROUP is a financial advisory firm situated in Aventura, Florida. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 156150

Assets Under Management $486,014,530

No. Of Clients672

Clients Per Financial Advisor61

ACTIVEST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 672 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
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QualificationsFirm CRD# 310125

Assets Under Management $316,006,526

No. Of Clients4

Clients Per Financial Advisor1

BRASIL CAPITAL ADVISER LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Business
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QualificationsFirm CRD# 311094

Assets Under Management $281,000,000

No. Of Clients28

Clients Per Financial Advisor14

KAILIX ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 282804

Assets Under Management $246,404,411

No. Of Clients10

Clients Per Financial Advisor1

RVX ASSET MANAGEMENT LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $246M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 298080

Assets Under Management $116,051,000

No. Of Clients569

Clients Per Financial Advisor95

PROXY WEALTH ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 569 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 304035

Assets Under Management $105,000,000

No. Of Clients2

Clients Per Financial Advisor2

FNZ ADVISERS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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