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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 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 registration checks. 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 - May 2, 2025Coral Gables has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 48 non-vetted advisors in your local area. These retirement advisors in Coral Gables, Florida have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Coral Gables, Florida
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRussell Stout
Excelsior Wealth Partners
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDVivienne Schleu
CPA
Alpina Financial Consultants
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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 | 4425 Ponce De Leon Blvd., Coral Gables, FL, 33146 | $38,629,858,981 | 51 | 373 | A percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES) |
| 2 | 2811 Ponce De Leon Blvd, Suite 840 Coral Gables, FL, 33134 | $13,909,416,024 | 108 | 62 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 2800 Ponce De Leon Blvd, 15th Floor Coral Gables, FL, 33134 | $6,195,276,597 | 671 | 50 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 2811 Ponce De Leon Blvd, Suite 400 Coral Gables, FL, 33134-6917 | $5,646,516,904 | 14 | 86 | A percentage of AUM, Performance Based |
| 5 | 2701 S Le Jeune Rd, #1111 Coral Gables, FL, 33134 | $3,349,409,812 | 212 | 9 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 4000 Ponce De Leon Boulevard, Suite 850 Coral Gables, FL, 33146 | $2,895,866,943 | 5384 | 38 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 2 Alhambra Plaza, Suite 802 Coral Gables, FL, 33134 | $1,135,188,909 | 1461 | 11 | A percentage of AUM, Performance Based |
| 8 | 255 Alhambra Cir, Ste 760, Coral Gables, FL, 33134 | $821,324,898 | 3 | 52 | A percentage of AUM, Performance Based |
| 9 | One Alhambra Plaza, Suite 1225 Coral Gables, FL, 33134 | $818,405,768 | 7 | 15 | A percentage of AUM, Performance Based, Other (BOARD, ORIGINATION, BUSINESS DEVELOPMENT AND MONITORING FEES) |
| 10 | 150 Alhambra Circle, Suite 10 Coral Gables, FL, 33134 | $720,726,505 | 164 | 5 | A percentage of AUM |
| 11 | 1501 Venera Avenue, Suite 310 Coral Gables, FL, 33146-3047 | $648,332,081 | 1171 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 121 Alhambra Plaza, Suite 1210 Coral Gables, FL, 33134 | $636,514,342 | 406 | 4 | A percentage of AUM |
| 13 | 220 Alhambra Circle, 2nd Floor Coral Gables, FL, 33134 | $632,826,715 | 1023 | 31 | A percentage of AUM |
| 14 | 2 Alhambra Plaza, Ste. Ph Ii Coral Gables, FL, 33134 | $534,747,000 | 65 | 8 | A percentage of AUM, Performance Based |
| 15 | 355 Alhambra Circle,, Suite 1350 Coral Gables, FL, 33134 | $508,368,083 | 23 | 3 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Coral Gables, Florida
QualificationsFirm CRD# 157053
Assets Under Management $38,629,858,981
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 373 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109869
Assets Under Management $13,909,416,024
No. Of Clients108
Clients Per Financial Advisor2
WE FAMILY OFFICES is a financial advisory firm situated in Coral Gables, Florida. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 62 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 109380
Assets Under Management $6,195,276,597
No. Of Clients671
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 671 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 161432
Assets Under Management $5,646,516,904
No. Of Clients14
Clients Per Financial Advisor0
TRIVEST INVESTMENT ADVISORS, 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 14 clients. The team consists of 86 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 vehicles
QualificationsFirm CRD# 151807
Assets Under Management $3,349,409,812
No. Of Clients212
Clients Per Financial Advisor24
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 212 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109698
Assets Under Management $2,895,866,943
No. Of Clients5384
Clients Per Financial Advisor142
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 5384 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 300155
Assets Under Management $1,135,188,909
No. Of Clients1461
Clients Per Financial Advisor133
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 1461 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (SUB-ADVISORY SERVICES)
QualificationsFirm CRD# 307316
Assets Under Management $821,324,898
No. Of Clients3
Clients Per Financial Advisor0
DRIFTWOOD ADVISORS, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $821M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 52 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 vehicles
QualificationsFirm CRD# 310944
Assets Under Management $818,405,768
No. Of Clients7
Clients Per Financial Advisor0
FINBACK INVESTMENT PARTNERS is a financial advisory firm situated in Coral Gables, Florida. With a nearly $818M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (BOARD
- ORIGINATION
- BUSINESS DEVELOPMENT AND MONITORING FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 305395
Assets Under Management $720,726,505
No. Of Clients164
Clients Per Financial Advisor33
STORGE is a financial advisory firm situated in Coral Gables, Florida. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 164 clients. The team consists of 5 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 and/or small businesses
QualificationsFirm CRD# 106366
Assets Under Management $648,332,081
No. Of Clients1171
Clients Per Financial Advisor167
FIRESTONE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $648M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1171 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 144191
Assets Under Management $636,514,342
No. Of Clients406
Clients Per Financial Advisor102
BAYSHORE WEALTH ADVISORS is a financial advisory firm situated in Coral Gables, Florida. With a nearly $637M assets under management, the firm specializes in crafting personalized retirement planning solutions for 406 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 and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING SERVICES)
QualificationsFirm CRD# 117284
Assets Under Management $632,826,715
No. Of Clients1023
Clients Per Financial Advisor33
AMERANT INVESTMENTS, INC. is a financial advisory firm situated in Coral Gables, Florida. With a nearly $633M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1023 clients. The team consists of 31 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 164519
Assets Under Management $534,747,000
No. Of Clients65
Clients Per Financial Advisor8
INVEX ADVISORS LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 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 and/or small businesses
- Other (AN OPEN-END FUND INCORPORATED IN THE CAYMAN ISLANDS)
QualificationsFirm CRD# 291310
Assets Under Management $508,368,083
No. Of Clients23
Clients Per Financial Advisor8
ASTON CAPITAL MANAGEMENT is a financial advisory firm situated in Coral Gables, Florida. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 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 services
- Portfolio management for individuals and/or small businesses
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Looking for more choices? Use our free match service to compare retirement planners serving your area.