Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 Beach, Florida
Last Updated - April 25, 2025Miami Beach has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Miami Beach, Florida have an average of 25 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Miami Beach, 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 Miami Beach, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2340 Collins Avenue, Miami Beach, FL, 33139 | $68,062,428,598 | 189 | 506 | Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS) |
| 2 | 2340 Collins Avenue, Suite 700 Miami Beach, FL, 33139 | $4,731,375,386 | 8 | 129 | A percentage of AUM, Performance Based |
| 3 | 1691 Michigan Avenue, Suite 500 Miami Beach, FL, 33139 | $3,976,823,759 | 15 | 67 | A percentage of AUM, Performance Based |
| 4 | 1674 Meridian Avenue, Suite 420 Miami Beach, FL, 33139 | $1,435,699,000 | 12 | 22 | A percentage of AUM, Performance Based |
| 5 | 1674 Meridian Avenue, Suite 210 Miami Beach, FL, 33139 | $1,090,000,000 | 1 | 3 | Performance Based |
| 6 | 605 Lincoln Road, Suite 303, Miami Beach, FL, 33139 | $981,329,613 | 9 | 13 | A percentage of AUM, Performance Based |
| 7 | 1674 Meridian Avenue, Suite 500 Miami Beach, FL, 33139 | $727,244,654 | 11 | 15 | A percentage of AUM, Performance Based |
| 8 | 119 Washington Avenue, Suite 504 Miami Beach, FL, 33139 | $726,869,853 | 280 | 9 | A percentage of AUM, Performance Based, Other (CONSULTING FEES) |
| 9 | 1000 South Pointe Drive, Suite 1104 Miami Beach, FL, 33139 | $613,321,594 | 6 | 3 | A percentage of AUM, Performance Based, Other (COMMITMENT FEES) |
| 10 | 119 Washington Avenue, Suite 400 Miami Beach, FL, 33139 | $543,185,870 | 813 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 11 | 1000 5th Street, Suite 401 Miami Beach, FL, 33139 | $536,508,194 | 4 | 5 | A percentage of AUM, Performance Based |
| 12 | 1680 Michigan Ave., Suite 817 Miami Beach, FL, 33139 | $456,654,095 | 3 | 9 | A percentage of AUM, Performance Based |
| 13 | 1828 Bay Road, 2nd Floor Miami Beach, FL, 33139 | $383,005,724 | 4 | 5 | A percentage of AUM |
| 14 | 1688 Meridian Avenue, 7th Floor, Suite 700 Miami Beach, FL, 33139 | $302,501,503 | 222 | 1 | A percentage of AUM |
| 15 | 1688 Meridian Avenue, Suite 600 & 700 Miami Beach, FL, 33139 | $288,458,159 | 2 | 4 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Miami Beach, Florida
QualificationsFirm CRD# 110148
Assets Under Management $68,062,428,598
No. Of Clients189
Clients Per Financial Advisor0
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $68B assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 506 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 vehicles
- Other (MANAGEMENT OF REAL ESTATE - RELATED ASSETS.)
QualificationsFirm CRD# 288615
Assets Under Management $4,731,375,386
No. Of Clients8
Clients Per Financial Advisor0
STWD INVESTMENT MANAGEMENT, 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 8 clients. The team consists of 129 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# 143149
Assets Under Management $3,976,823,759
No. Of Clients15
Clients Per Financial Advisor0
PENNANTPARK INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 67 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 companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 148984
Assets Under Management $1,435,699,000
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 22 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 175350
Assets Under Management $1,090,000,000
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 vehicles
QualificationsFirm CRD# 331428
Assets Under Management $981,329,613
No. Of Clients9
Clients Per Financial Advisor1
AFBI LP 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 9 clients. The team consists of 13 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# 169851
Assets Under Management $727,244,654
No. Of Clients11
Clients Per Financial Advisor1
AROSA CAPITAL MANAGEMENT LP is a financial advisory firm situated in Miami Beach, Florida. With a nearly $727M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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 vehicles
QualificationsFirm CRD# 108369
Assets Under Management $726,869,853
No. Of Clients280
Clients Per Financial Advisor31
THOMAS J. HERZFELD ADVISORS, INC. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $727M assets under management, the firm specializes in crafting personalized retirement planning solutions for 280 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING ON SUBJECTS RELATED TO CLOSED-END FUNDS AND PORTFOLIO MODEL LICENSING)
QualificationsFirm CRD# 298015
Assets Under Management $613,321,594
No. Of Clients6
Clients Per Financial Advisor2
INDUSTRIAL DEVELOPMENT FUNDING LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $613M 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
- Other (COMMITMENT FEES)
Financial Planning Services
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 173054
Assets Under Management $543,185,870
No. Of Clients813
Clients Per Financial Advisor81
ROSE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $543M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 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 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
- Other (FINANCIAL CONSULTING)
QualificationsFirm CRD# 160804
Assets Under Management $536,508,194
No. Of Clients4
Clients Per Financial Advisor1
KERRISDALE ADVISERS, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $537M 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 311874
Assets Under Management $456,654,095
No. Of Clients3
Clients Per Financial Advisor0
GFO ASSET MANAGEMENT, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $457M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 157316
Assets Under Management $383,005,724
No. Of Clients4
Clients Per Financial Advisor1
HAWKEYE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $383M 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 vehicles
QualificationsFirm CRD# 167498
Assets Under Management $302,501,503
No. Of Clients222
Clients Per Financial Advisor222
VESTA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Miami Beach, Florida. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 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 services
- Portfolio management for individuals and/or small businesses
- Other (LOAN CONSULTING/LOAN NEEDS ANALYSIS)
QualificationsFirm CRD# 310223
Assets Under Management $288,458,159
No. Of Clients2
Clients Per Financial Advisor1
L1 CAPITAL GLOBAL INC. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $288M 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 vehicles
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Boca Raton, Florida
- Retirement Planners in Brandon, Florida
- Retirement Planners in Fort Lauderdale, Florida
- Retirement Planners in Jacksonville, Florida
- Retirement Planners in Jensen Beach, Florida
- Retirement Planners in Maitland, Florida
- Retirement Planners in Melbourne, Florida
- Retirement Planners in Miami, Florida
- Retirement Planners in Orlando, Florida
- Retirement Planners in Oviedo, Florida
- Retirement Planners in Palm City, Florida
- Retirement Planners in Pompano Beach, Florida
- Retirement Planners in Saint Petersburg, Florida
- Retirement Planners in Sarasota, Florida
- Retirement Planners in Satellite Beach, Florida
- Retirement Planners in Tampa, Florida
- Retirement Planners in Wesley Chapel, Florida
- Retirement Planners in Winter Park, Florida
Looking for more choices? Use our free match service to compare retirement planners serving your area.