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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 - May 23, 2024

Miami 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

advisor-photo
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Charles 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

advisor-photo
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Jimmy 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

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Dock 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

Top 15 Retirement Planning firms in Miami, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$339,079,412,155262823
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
2
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
$94,617,046,88279738825
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
3
H.I.G. CAPITAL, LLC
1450 Brickell Avenue, 31st Floor,
Miami, FL, 33131
$54,077,988,036147991
A Percentage of AUM, Performance Based
4
I SQUARED CAPITAL ADVISORS (US) LLC
600 Brickell Avenue, Penthouse
Miami, FL, 33131-3067
$47,897,133,98261207
A Percentage of AUM, Performance Based
5
CIFC ASSET MANAGEMENT LLC
1 Se 3rd Avenue, Suite 1660
Miami, FL, 33131
$37,246,864,417123206
A Percentage of AUM, Performance Based
6
OC INVESTMENT MANAGEMENT LP
3350 Virginia Street, Ste 540
Miami, FL, 33133
$23,760,667,61616
Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)
7
UNIVERSA INVESTMENTS L.P.
2601 S. Bayshore Drive, Suite 2030
Miami, FL, 33133
$16,440,053,4234120
A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATIONS)
8
RIALTO CAPITAL MANAGEMENT, LLC
200 South Biscayne Boulevard, 3550
Miami, FL, 33131
$14,926,188,0006481
A Percentage of AUM, Performance Based
9
WE FAMILY OFFICES
701 Brickell Avenue, Suite 2101
Miami, FL, 33131
$12,056,434,28210649
A Percentage of AUM, Fixed Fees, Performance Based
10
CARLYLE AVIATION PDP MANAGEMENT LLC
848 Brickell Avenue, Suite 500
Miami, FL, 33131-2946
$8,571,209,00012110
A Percentage of AUM, Performance Based
11
LOOP CAPITAL ASSET MANAGEMENT
1001 Brickell Bay Drive, Suite 2100
Miami, FL, 33131-4940
$8,312,737,2898230
A Percentage of AUM, Performance Based
12
REDWHEEL
2640 S. Bayshore Drive, Suite 201
Miami, FL, 33133
$7,260,889,944920
A Percentage of AUM, Performance Based
13
DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC
1111 Brickell Avenue, Suite 2646,
Miami, FL, 33131-3112
$4,603,315,18655
Fixed Fees, Performance Based
14
SHAOLIN CAPITAL MANAGEMENT LLC
230 Nw 24th Street, Suite 603
Miami, FL, 33127
$4,529,503,773615
A Percentage of AUM, Performance Based
15
FINACCESS ADVISORS, LLC
1111 Brickell Avenue, Suite 2600
Miami, FL, 33131
$4,139,672,98417112
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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