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Find Retirement Advisors for Retirement Planning in Miami, 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 Miami, Florida
Last Updated - April 18, 2024Miami has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 192 non-vetted advisors in your local area. These retirement advisors in Miami, Florida have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Miami, Florida
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
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
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 Miami, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131 | $339,079,412,155 | 26 | 2823 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 2 | CORIENT 2 S Biscayne Blvd, Suite 3200 Miami, FL, 33131 | $94,617,046,882 | 79738 | 825 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | H.I.G. CAPITAL, LLC 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | $54,077,988,036 | 147 | 991 | A Percentage of AUM, Performance Based |
| 4 | I SQUARED CAPITAL ADVISORS (US) LLC 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | $47,897,133,982 | 61 | 207 | A Percentage of AUM, Performance Based |
| 5 | CIFC ASSET MANAGEMENT LLC 1 Se 3rd Avenue, Suite 1660 Miami, FL, 33131 | $37,246,864,417 | 123 | 206 | A Percentage of AUM, Performance Based |
| 6 | OC INVESTMENT MANAGEMENT LP 3350 Virginia Street, Ste 540 Miami, FL, 33133 | $23,760,667,616 | 1 | 6 | Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE) |
| 7 | UNIVERSA INVESTMENTS L.P. 2601 S. Bayshore Drive, Suite 2030 Miami, FL, 33133 | $16,440,053,423 | 41 | 20 | A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATIONS) |
| 8 | RIALTO CAPITAL MANAGEMENT, LLC 200 South Biscayne Boulevard, 3550 Miami, FL, 33131 | $14,926,188,000 | 64 | 81 | A Percentage of AUM, Performance Based |
| 9 | WE FAMILY OFFICES 701 Brickell Avenue, Suite 2101 Miami, FL, 33131 | $12,056,434,282 | 106 | 49 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | CARLYLE AVIATION PDP MANAGEMENT LLC 848 Brickell Avenue, Suite 500 Miami, FL, 33131-2946 | $8,571,209,000 | 12 | 110 | A Percentage of AUM, Performance Based |
| 11 | LOOP CAPITAL ASSET MANAGEMENT 1001 Brickell Bay Drive, Suite 2100 Miami, FL, 33131-4940 | $8,312,737,289 | 82 | 30 | A Percentage of AUM, Performance Based |
| 12 | REDWHEEL 2640 S. Bayshore Drive, Suite 201 Miami, FL, 33133 | $7,260,889,944 | 9 | 20 | A Percentage of AUM, Performance Based |
| 13 | DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC 1111 Brickell Avenue, Suite 2646, Miami, FL, 33131-3112 | $4,603,315,186 | 5 | 5 | Fixed Fees, Performance Based |
| 14 | SHAOLIN CAPITAL MANAGEMENT LLC 230 Nw 24th Street, Suite 603 Miami, FL, 33127 | $4,529,503,773 | 6 | 15 | A Percentage of AUM, Performance Based |
| 15 | FINACCESS ADVISORS, LLC 1111 Brickell Avenue, Suite 2600 Miami, FL, 33131 | $4,139,672,984 | 171 | 12 | A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES FROM CUSTODIANS) |
Information on Top Retirement Planning firms in Miami, Florida
QualificationsFirm CRD# 148826
Assets Under Management $339,079,412,155
No. Of Clients26
Clients Per Financial Advisor0
CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $339B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2823 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 319448
Assets Under Management $94,617,046,882
No. Of Clients79738
Clients Per Financial Advisor97
CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79738 clients. The team consists of 825 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 160711
Assets Under Management $54,077,988,036
No. Of Clients147
Clients Per Financial Advisor0
H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 991 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
- Portfolio Management for Business
QualificationsFirm CRD# 168339
Assets Under Management $47,897,133,982
No. Of Clients61
Clients Per Financial Advisor0
I SQUARED CAPITAL ADVISORS (US) LLC is a financial advisory firm situated in Miami, Florida. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 207 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# 159172
Assets Under Management $37,246,864,417
No. Of Clients123
Clients Per Financial Advisor1
CIFC ASSET MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 206 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
- Portfolio Management for Business
QualificationsFirm CRD# 314948
Assets Under Management $23,760,667,616
No. Of Clients1
Clients Per Financial Advisor0
OC INVESTMENT MANAGEMENT LP is a financial advisory firm situated in Miami, Florida. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 146052
Assets Under Management $16,440,053,423
No. Of Clients41
Clients Per Financial Advisor2
UNIVERSA INVESTMENTS L.P. is a financial advisory firm situated in Miami, Florida. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (PERFORMANCE-BASED PROFIT ALLOCATIONS)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 159998
Assets Under Management $14,926,188,000
No. Of Clients64
Clients Per Financial Advisor1
RIALTO CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 81 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
- Portfolio Management for Business
QualificationsFirm CRD# 109869
Assets Under Management $12,056,434,282
No. Of Clients106
Clients Per Financial Advisor2
WE FAMILY OFFICES is a financial advisory firm situated in Miami, Florida. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 clients. The team consists of 49 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 305746
Assets Under Management $8,571,209,000
No. Of Clients12
Clients Per Financial Advisor0
CARLYLE AVIATION PDP MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 110 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
- Portfolio Management for Business
QualificationsFirm CRD# 149280
Assets Under Management $8,312,737,289
No. Of Clients82
Clients Per Financial Advisor3
LOOP CAPITAL ASSET MANAGEMENT is a financial advisory firm situated in Miami, Florida. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 30 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
- Portfolio Management for Business
QualificationsFirm CRD# 166517
Assets Under Management $7,260,889,944
No. Of Clients9
Clients Per Financial Advisor0
REDWHEEL is a financial advisory firm situated in Miami, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 20 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 285629
Assets Under Management $4,603,315,186
No. Of Clients5
Clients Per Financial Advisor1
DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 300095
Assets Under Management $4,529,503,773
No. Of Clients6
Clients Per Financial Advisor0
SHAOLIN CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 150697
Assets Under Management $4,139,672,984
No. Of Clients171
Clients Per Financial Advisor14
FINACCESS ADVISORS, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 171 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (REFERRAL FEES FROM CUSTODIANS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.