Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Not Specified.
Fee-Only
Jimmy Gonzalez
CRPC®
Anthem Advisors
Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Dock Street Asset Management
CAIA®, CFA®
Qualifications
Firm CRD# 111163
Minimum Assets Required
$500,000
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.
Fee-Only
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CV ADVISORS LLC 19495 Biscayne Boulevard, Suite Ph1 Aventura, FL, 33180 | $8,415,385,935 | 1806 | 45 | A Percentage of AUM, Fixed Fees |
2 | WM PARTNERS, LP 21500 Biscayne Blvd, Suite 600 Aventura, FL, 33180 | $855,342,811 | 15 | 17 | A Percentage of AUM, Performance Based |
3 | EVOLUTION WEALTH ADVISORS, LLC 20900 Ne 30th Avenue, Suite 517 Aventura, FL, 33180 | $842,791,879 | 441 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | OMNIA FAMILY WEALTH, LLC 18851 Ne 29th Avenue, Suite 400 Aventura, FL, 33180 | $722,102,944 | 1789 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | FITZROY INVESTMENT ADVISORS LLC 21500 Biscayne Boulevard, Suite 404 Aventura, FL, 33180 | $582,425,775 | 52 | 6 | A Percentage of AUM |
6 | TCA FUND MANAGEMENT GROUP 19950 W Country Club Dr, Suite 101 Aventura, FL, 33180 | $496,835,822 | 3 | 46 | 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 | $486,014,530 | 672 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
8 | BRASIL CAPITAL ADVISER LLC 19505 Biscayne Blvd, Suite 2350, Room 084 Aventura, FL, 33180 | $316,006,526 | 4 | 4 | A Percentage of AUM, Performance Based |
9 | KAILIX ADVISORS LLC 20801 Biscayne Blvd, Suite 403 Aventura, FL, 33180 | $281,000,000 | 28 | 2 | A Percentage of AUM, Fixed Fees, Performance Based |
10 | RVX ASSET MANAGEMENT LLC 20900 Ne 30th Avenue,, Suite 401 Aventura, FL, 33180 | $246,404,411 | 10 | 10 | A Percentage of AUM, Fixed Fees, Performance Based |
11 | PROXY WEALTH ADVISORS LLC 2980 Ne 207th Street, Unit 318 Aventura, FL, 33180 | $116,051,000 | 569 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | FNZ ADVISERS LLC 2980 Ne 207th St, Unit 504 Aventura, FL, 33180 | $105,000,000 | 2 | 1 | A Percentage of AUM, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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