National Retirement Planning Experts

National Coverage
Local Professionals

FINACCESS ADVISORS, LLC

1111 Brickell Avenue
Suite 2600
Miami, Florida 33131
Tel: 305.377.1112

Need a Financial Advisor?
Compare Vetted Advisors

About FINACCESS ADVISORS, LLC

FINACCESS ADVISORS, LLC, formally registered with the SEC as FINACCESS ADVISORS, LLC. The firm was established in 12/17/2009. They have over 1 offices throughout the country.

FINACCESS ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $4,047,021,163 assets under management, offering retirement planning & investment advisory services to 170 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#150697
SEC#801-71013
Assets Managed by Firm$4,047,021,163
No. of Clients170
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (REFERRAL FEES FROM CUSTODIANS)

Advisory Services Provided

  • 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)

Firm Client Information

No. of ClientsAUM
Firm Total170$4,047,021,163
Individuals (other than high net worth individuals)3$713,463
High net worth individuals75$1,024,680,958
Corporations or other businesses2$168,583,369

More Retirement Planning firms in Miami, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$433,814,330,581107002813966
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$397,045,307,119262932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$344,868,106,92510302086727
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$120,567,542,959727189
CORIENT
830 Brickell Plaza, Suite 4800
Miami, FL, 33131
$118,191,936,09597020845

Explore More Retirement Advisors in Miami, Florida