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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 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 Miami, Florida
Last Updated - April 24, 2025Miami has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 199 non-vetted advisors in your local area. These retirement advisors in Miami, Florida have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Miami, Florida
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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 Miami, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131 | $397,045,307,119 | 26 | 2932 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 2 | 830 Brickell Plaza, Suite 4800 Miami, FL, 33131 | $118,191,936,095 | 97020 | 845 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
| 3 | 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | $57,351,804,696 | 162 | 1020 | A percentage of AUM, Performance Based |
| 4 | 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | $47,872,431,820 | 64 | 207 | A percentage of AUM, Performance Based |
| 5 | 1 Se 3rd Avenue, Suite 1660 Miami, FL, 33131 | $38,038,508,799 | 129 | 209 | A percentage of AUM, Performance Based |
| 6 | 3350 Virginia Street, Ste 540 Miami, FL, 33133 | $22,910,866,310 | 1 | 9 | Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE) |
| 7 | 200 South Biscayne Boulevard, 3550 Miami, FL, 33131 | $17,005,084,465 | 68 | 94 | A percentage of AUM, Performance Based |
| 8 | 2601 S. Bayshore Drive, Suite 2030 Miami, FL, 33133 | $16,160,165,483 | 37 | 20 | A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATIONS) |
| 9 | 848 Brickell Avenue, Suite 500 Miami, FL, 33131-2946 | $9,832,922,000 | 15 | 118 | A percentage of AUM, Performance Based, Other (PLEASE REFER TO SCHEDULE D - MISCELLANEOUS) |
| 10 | 1001 Brickell Bay Drive, Suite 2100 Miami, FL, 33131-4940 | $8,491,174,466 | 84 | 31 | A percentage of AUM, Performance Based |
| 11 | 2640 S. Bayshore Drive, Suite 201 Miami, FL, 33133 | $7,571,088,851 | 11 | 21 | A percentage of AUM, Performance Based, Other (PERCENTAGES OF ASSETS UNDER ADVISORY) |
| 12 | 1111 Brickell Avenue, Suite 2646, Miami, FL, 33131-3112 | $5,225,972,097 | 5 | 6 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 830 Brickell Plaza, Suite 4800 Miami, FL, 33131 | $4,597,756,883 | 84 | 93 | A percentage of AUM, Performance Based |
| 14 | 1450 Brickell Avenue, Suite 3050 Miami, FL, 33131 | $4,063,435,638 | 1639 | 36 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 1111 Brickell Avenue, Suite 2600 Miami, FL, 33131 | $4,047,021,163 | 170 | 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 $397,045,307,119
No. Of Clients26
Clients Per Financial Advisor0
CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $397B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2932 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 vehicles
QualificationsFirm CRD# 319448
Assets Under Management $118,191,936,095
No. Of Clients97020
Clients Per Financial Advisor115
CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 97020 clients. The team consists of 845 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
- Other (% OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Security ratings or pricing services
- Market timing services
- Education seminars/workshops
QualificationsFirm CRD# 160711
Assets Under Management $57,351,804,696
No. Of Clients162
Clients Per Financial Advisor0
H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $57B assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 clients. The team consists of 1020 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 168339
Assets Under Management $47,872,431,820
No. Of Clients64
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 64 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 vehicles
QualificationsFirm CRD# 159172
Assets Under Management $38,038,508,799
No. Of Clients129
Clients Per Financial Advisor1
CIFC ASSET MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 209 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
- Portfolio management for businesses or institutional clients
- Other (WE MANAGE COLLATERALIZED LOAN OBLIGATION FUNDS, OTHER PRIVATE FUNDS AND SEPARATELY MANAGEMENT ACCOUNTS)
QualificationsFirm CRD# 314948
Assets Under Management $22,910,866,310
No. Of Clients1
Clients Per Financial Advisor0
OC INVESTMENT MANAGEMENT LP is a financial advisory firm situated in Miami, Florida. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 9 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 vehicles
QualificationsFirm CRD# 159998
Assets Under Management $17,005,084,465
No. Of Clients68
Clients Per Financial Advisor1
RIALTO CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 94 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 146052
Assets Under Management $16,160,165,483
No. Of Clients37
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 37 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 305746
Assets Under Management $9,832,922,000
No. Of Clients15
Clients Per Financial Advisor0
CARLYLE AVIATION PDP MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PLEASE REFER TO SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 149280
Assets Under Management $8,491,174,466
No. Of Clients84
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 84 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 166517
Assets Under Management $7,571,088,851
No. Of Clients11
Clients Per Financial Advisor1
REDWHEEL 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 11 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERCENTAGES OF ASSETS UNDER ADVISORY)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 285629
Assets Under Management $5,225,972,097
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 6 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 vehicles
QualificationsFirm CRD# 326262
Assets Under Management $4,597,756,883
No. Of Clients84
Clients Per Financial Advisor1
CORIENT IA 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 84 clients. The team consists of 93 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# 158369
Assets Under Management $4,063,435,638
No. Of Clients1639
Clients Per Financial Advisor46
GENTRUST 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 1639 clients. The team consists of 36 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
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (PROVIDE MODEL PORTFOLIOS)
QualificationsFirm CRD# 150697
Assets Under Management $4,047,021,163
No. Of Clients170
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 170 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (WEALTH MGMT SERVICES)
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.