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Find Retirement Advisors for Retirement Planning in Miami Beach, 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 Beach, Florida
Last Updated - April 9, 2024Miami Beach has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Miami Beach, Florida have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Miami Beach, 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 Beach, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. 2340 Collins Avenue, Miami Beach, FL, 33139 | $71,329,946,037 | 173 | 502 | Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS) |
| 2 | STWD INVESTMENT MANAGEMENT, LLC 2340 Collins Avenue, Suite 700 Miami Beach, FL, 33139 | $6,356,058,262 | 8 | 125 | A Percentage of AUM, Performance Based |
| 3 | PENNANTPARK INVESTMENT ADVISERS, LLC 1691 Michigan Avenue, Miami Beach, FL, 33139 | $4,511,363,681 | 19 | 61 | A Percentage of AUM, Performance Based |
| 4 | ROSEMAWR MANAGEMENT LLC 1674 Meridian Avenue, Suite 420 Miami Beach, FL, 33139 | $1,304,820,000 | 12 | 21 | A Percentage of AUM, Performance Based |
| 5 | THE STAGWELL GROUP LLC 1674 Meridian Avenue, Suite 210 Miami Beach, FL, 33139 | $1,241,000,000 | 1 | 3 | Performance Based |
| 6 | KERRISDALE ADVISERS, LLC 1000 5th Street, Suite 401 Miami Beach, FL, 33139 | $689,911,854 | 4 | 11 | A Percentage of AUM, Performance Based |
| 7 | THOMAS J. HERZFELD ADVISORS, INC. 119 Washington Avenue, Suite 504 Miami Beach, FL, 33139 | $639,975,511 | 307 | 9 | A Percentage of AUM, Performance Based, Other (CONSULTING FEES) |
| 8 | HAWKEYE CAPITAL MANAGEMENT, LLC 1828 Bay Road, 2nd Floor Miami Beach, FL, 33139 | $513,674,084 | 4 | 5 | A Percentage of AUM |
| 9 | ROSE CAPITAL ADVISORS, LLC 119 Washington Avenue, Suite 400 Miami Beach, FL, 33139 | $409,592,596 | 669 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 10 | L1 CAPITAL GLOBAL INC. 1688 Meridian Avenue, Suite 600 & 700 Miami Beach, FL, 33139 | $286,755,583 | 2 | 4 | A Percentage of AUM, Performance Based |
| 11 | VESTA WEALTH MANAGEMENT, LLC 1688 Meridian Avenue, 7th Floor, Suite 700 Miami Beach, FL, 33139 | $267,610,682 | 232 | 1 | A Percentage of AUM |
| 12 | FLEXIS CAPITAL 429 Lenox Avenue, Miami Beach, FL, 33139 | $254,658,644 | 6 | 3 | A Percentage of AUM, Performance Based |
| 13 | GEOSPHERE CAPITAL MANAGEMENT, LLC 1674 Meridian Avenue, Suite 330 Miami Beach, FL, 33139 | $192,140,000 | 6 | 6 | A Percentage of AUM, Performance Based |
| 14 | DHODY INVESTMENT GROUP 2340 Collins Avenue, Suite 604 Miami Beach, FL, 33139 | $169,893,567 | 16 | 3 | A Percentage of AUM, Fixed Fees |
| 15 | BUCKLEY CAPITAL ADVISORS, LLC 1111 Lincoln Road, Suite 500, Miami Beach, FL, 33139 | $105,214,847 | 15 | 3 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Miami Beach, Florida
QualificationsFirm CRD# 110148
Assets Under Management $71,329,946,037
No. Of Clients173
Clients Per Financial Advisor0
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 clients. The team consists of 502 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 288615
Assets Under Management $6,356,058,262
No. Of Clients8
Clients Per Financial Advisor0
STWD INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 125 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# 143149
Assets Under Management $4,511,363,681
No. Of Clients19
Clients Per Financial Advisor0
PENNANTPARK INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 61 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
QualificationsFirm CRD# 148984
Assets Under Management $1,304,820,000
No. Of Clients12
Clients Per Financial Advisor1
ROSEMAWR MANAGEMENT LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 175350
Assets Under Management $1,241,000,000
No. Of Clients1
Clients Per Financial Advisor0
THE STAGWELL GROUP LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 160804
Assets Under Management $689,911,854
No. Of Clients4
Clients Per Financial Advisor0
KERRISDALE ADVISERS, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $690M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 108369
Assets Under Management $639,975,511
No. Of Clients307
Clients Per Financial Advisor34
THOMAS J. HERZFELD ADVISORS, INC. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $640M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 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
- Performance Based
- Other (CONSULTING FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 157316
Assets Under Management $513,674,084
No. Of Clients4
Clients Per Financial Advisor1
HAWKEYE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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 pooled Investment
QualificationsFirm CRD# 173054
Assets Under Management $409,592,596
No. Of Clients669
Clients Per Financial Advisor67
ROSE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 669 clients. The team consists of 10 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
- Selection of Other Advisors
QualificationsFirm CRD# 310223
Assets Under Management $286,755,583
No. Of Clients2
Clients Per Financial Advisor1
L1 CAPITAL GLOBAL INC. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 167498
Assets Under Management $267,610,682
No. Of Clients232
Clients Per Financial Advisor232
VESTA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 232 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 162601
Assets Under Management $254,658,644
No. Of Clients6
Clients Per Financial Advisor2
FLEXIS CAPITAL is a financial advisory firm situated in Miami Beach, Florida. With a nearly $255M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 160088
Assets Under Management $192,140,000
No. Of Clients6
Clients Per Financial Advisor1
GEOSPHERE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 318610
Assets Under Management $169,893,567
No. Of Clients16
Clients Per Financial Advisor5
DHODY INVESTMENT GROUP is a financial advisory firm situated in Miami Beach, Florida. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 268818
Assets Under Management $105,214,847
No. Of Clients15
Clients Per Financial Advisor5
BUCKLEY CAPITAL ADVISORS, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
- 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.