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Find Retirement Advisors for Retirement Planning in Coral Gables, 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 Coral Gables, Florida
Last Updated - April 11, 2024Coral Gables has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 39 non-vetted advisors in your local area. These retirement advisors in Coral Gables, Florida have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Coral Gables, Florida
VERIFIEDJimmy 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
VERIFIEDCharles 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
VERIFIEDDock 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Coral Gables, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BAYVIEW ASSET MANAGEMENT, LLC 4425 Ponce De Leon Blvd., Coral Gables, FL, 33146 | $39,022,162,565 | 51 | 319 | A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES) |
| 2 | DIMENSION CAPITAL MANAGEMENT LLC 2800 Ponce De Leon Blvd, 15th Floor Coral Gables, FL, 33134 | $5,861,929,852 | 643 | 50 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | TRIVEST INVESTMENT ADVISORS, LLC 550 South Dixie Highway, Suite 300 Coral Gables, FL, 33146-2701 | $4,694,554,930 | 14 | 66 | A Percentage of AUM, Performance Based |
| 4 | ARCHPOINT INVESTORS 121 Alhambra Plaza, Suite 1202 Coral Gables, FL, 33134 | $3,109,820,181 | 261 | 9 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT 4000 Ponce De Leon Boulevard, Suite 850 Coral Gables, FL, 33146 | $2,640,714,946 | 5063 | 38 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | SEAVIEW INVESTMENT MANAGERS LLC 2 Alhambra Plaza, Suite 802 Coral Gables, FL, 33134 | $1,068,799,178 | 1551 | 7 | A Percentage of AUM, Performance Based |
| 7 | DRIFTWOOD ADVISORS, LLC 255 Alhambra Cir, Ste 760, Coral Gables, FL, 33134 | $717,505,485 | 3 | 45 | A Percentage of AUM, Performance Based |
| 8 | AMERANT INVESTMENTS, INC. 220 Alhambra Circle, 2nd Floor Coral Gables, FL, 33134 | $601,033,195 | 726 | 37 | A Percentage of AUM |
| 9 | FIRESTONE CAPITAL MANAGEMENT INC 1501 Venera Avenue, Suite 310 Coral Gables, FL, 33146-3047 | $592,800,839 | 1125 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | FINBACK INVESTMENT PARTNERS One Alhambra Plaza, Suite 1225 Coral Gables, FL, 33134 | $545,545,663 | 8 | 11 | A Percentage of AUM, Performance Based, Other (FINBACK RECEIVES BOARD FEES AND MAY ALSO FROM TIME TO TIME RECEI) |
| 11 | BAYSHORE WEALTH ADVISORS 2333 Ponce De Leon Blvd, Suite 950 Coral Gables, FL, 33134 | $518,336,291 | 388 | 4 | A Percentage of AUM |
| 12 | ASTON CAPITAL MANAGEMENT 355 Alhambra Circle,, Suite 1350 Coral Gables, FL, 33134 | $488,489,492 | 25 | 3 | A Percentage of AUM, Performance Based |
| 13 | INVEX ADVISORS LLC 2 Alhambra Plaza, Ste. Ph Ii Coral Gables, FL, 33134 | $460,516,000 | 50 | 8 | A Percentage of AUM, Performance Based |
| 14 | STORGE 132 Minorca Avenue, Coral Gables, FL, 33134 | $460,170,355 | 136 | 4 | A Percentage of AUM, Fixed Fees |
| 15 | FUTURA ASSET ADVISORS LLC 2121 Ponce De Leon Blvd, Suite 405 Coral Gables, FL, 33134 | $442,903,118 | 51 | 2 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Coral Gables, Florida
QualificationsFirm CRD# 157053
Assets Under Management $39,022,162,565
No. Of Clients51
Clients Per Financial Advisor0
BAYVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (VARIABLE TRANSACTION
- DILIGENCE
- ORIGINATION
- AND CLOSING FEES)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 109380
Assets Under Management $5,861,929,852
No. Of Clients643
Clients Per Financial Advisor13
DIMENSION CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 643 clients. The team consists of 50 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 161432
Assets Under Management $4,694,554,930
No. Of Clients14
Clients Per Financial Advisor0
TRIVEST INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 66 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
QualificationsFirm CRD# 151807
Assets Under Management $3,109,820,181
No. Of Clients261
Clients Per Financial Advisor29
ARCHPOINT INVESTORS is a financial advisory firm situated in Coral Gables, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 261 clients. The team consists of 9 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 109698
Assets Under Management $2,640,714,946
No. Of Clients5063
Clients Per Financial Advisor133
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT is a financial advisory firm situated in Coral Gables, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5063 clients. The team consists of 38 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 300155
Assets Under Management $1,068,799,178
No. Of Clients1551
Clients Per Financial Advisor222
SEAVIEW INVESTMENT MANAGERS LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1551 clients. The team consists of 7 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 Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 307316
Assets Under Management $717,505,485
No. Of Clients3
Clients Per Financial Advisor0
DRIFTWOOD ADVISORS, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $718M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 117284
Assets Under Management $601,033,195
No. Of Clients726
Clients Per Financial Advisor20
AMERANT INVESTMENTS, INC. is a financial advisory firm situated in Coral Gables, Florida. With a nearly $601M assets under management, the firm specializes in crafting personalized retirement planning solutions for 726 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 106366
Assets Under Management $592,800,839
No. Of Clients1125
Clients Per Financial Advisor141
FIRESTONE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $593M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1125 clients. The team consists of 8 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
QualificationsFirm CRD# 310944
Assets Under Management $545,545,663
No. Of Clients8
Clients Per Financial Advisor1
FINBACK INVESTMENT PARTNERS is a financial advisory firm situated in Coral Gables, Florida. With a nearly $546M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
- Performance Based
- Other (FINBACK RECEIVES BOARD FEES AND MAY ALSO FROM TIME TO TIME RECEI)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 144191
Assets Under Management $518,336,291
No. Of Clients388
Clients Per Financial Advisor97
BAYSHORE WEALTH ADVISORS is a financial advisory firm situated in Coral Gables, Florida. With a nearly $518M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 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
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 291310
Assets Under Management $488,489,492
No. Of Clients25
Clients Per Financial Advisor8
ASTON CAPITAL MANAGEMENT is a financial advisory firm situated in Coral Gables, Florida. With a nearly $488M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 3 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
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 164519
Assets Under Management $460,516,000
No. Of Clients50
Clients Per Financial Advisor6
INVEX ADVISORS LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $461M assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 8 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 Individuals
QualificationsFirm CRD# 305395
Assets Under Management $460,170,355
No. Of Clients136
Clients Per Financial Advisor34
STORGE is a financial advisory firm situated in Coral Gables, Florida. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 136 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 136285
Assets Under Management $442,903,118
No. Of Clients51
Clients Per Financial Advisor26
FUTURA ASSET ADVISORS LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
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