Top 10 Financial Advisors to Hire in Miami, FL

A financial advisor’s role is to develop potential strategies for clients to plan for and achieve their targets. Various financial experts claim to be the best financial advisor in Miami; thus, deciding which one to hire can take time and effort.

It’s important to make sure the person you’re working with can assist you in managing your finances, creating wealth, and securing your financial goals for the future.

Fret not! This article lists the ten best financial advisors to hire in Miami. Read through to determine which Miami financial advisor can assist you with your financial needs!

10 Best Financial Advisors near Miami, Florida

• 1. Tobias Financial Advisors
• 2. Florida Financial Advisors
• 3. Barnett Capital Advisors
• 4. Cathy Pareto and Associates
• 5. SmartAsset
• 6. Morgan Stanley
• 7. Northwestern Mutual
• 8. Coastal Wealth
• 9. Manna Wealth Management
• 10. SkyBound Wealth Management USA

1. Tobias Financial Advisors

Tobias Financial Advisors was founded in 1980 by Ben Tobias. They became an early proponent of fee-only financial planning services as they believed commissions had no place in preparing for their client’s futures.

With over 40 years of knowledge and experience in wealth planning, they have developed into financial experts.

Moreover, they offer personalized wealth management services to a certain group of clients. This company also are listed on the Institute for the Fiduciary Standard’s registry.

More importantly, the Miami financial advisor recognizes that its business foundation is trust and fully vetted experience, hence why all its financial advisor representatives hold the Certified Financial Planner designation.

2. Florida Financial Advisors

Florida Financial Advisors (FFA) is an independent financial advisory firm with offices in Florida, Pennsylvania, North Carolina, and Georgia and a network of hundreds of financial advisors. Additionally, they have customized their products and services to meet the financial specifications of the clients precisely.

To serve the needs and goals of their clients, FFA developed The FFA Solution. This model integrates three core financial planning and well-being: financial, personal, and professional. From this comprehensive strategy that they employ, it’s quite clear why they are on this list of the best financial advisor in Miami, Florida.

3. Barnett Capital Advisors

Barnett Capital Advisors is a financial advisor that serves clients in Miami and throughout the United States. It was established in 2012 by Andrew E. Carrillo. The company’s main objective is to offer high-quality services and unbiased opinions intended to help Miami residents achieve long-term investment goals.

Also, they provide various financial services, such as retirement, investment, wealth, and financial planning. As a result, Barnet Capital Advisors also has been acknowledged in newspapers such as Bloomberg Businessweek and The Miami Herald.

4. Cathy Pareto and Associates

Cathy Pareto & Associates is a Miami-based full-service investment management and financial advisor firm. Ms. Pareto has more than 20 years of experience in this field. Besides, she was named one of the Top Ten Most Independent Wealth Managers for Women in the United States by Forbes magazine in 2008.

The company aims to assist its clients in achieving a secure financial future by evaluating challenges and developing solutions. Moreover, the firm has extensive experience in investment management, retirement planning, wealth management, and asset protection.

Furthermore, Cathy Pareto also works with small firms and business owners to manage corporate retirement plans, like 401k plans, SEP IRAs, Solo 401k’s, Profit Sharing Plans, and Defined Benefit Plans.

5. SmartAsset

SmartAsset is an award-winning online platform that connects customers with financial advisors. Their mission is to assist people in making wise financial choices. Their website offers personalized financial calculators, financial product comparisons, and free, comprehensive advice on money management.

The unique tool uses a brief survey to assist SmartAsset’s algorithm in matching you with up to three advisors according to your specific financial needs. Each advisor is a financial planner, which means they are legally mandated to act in your best interests and have been fully vetted by SmartAsset.

Moreover, SmartAsset was ranked 47th in The Top 100 Financial Technology Companies of 2021. They have also been featured in various publications such as Wall Street Journal, CNN, TechCrunch, The Washington Post, US News World Report, TIME, and The New York Times, to name a few.

6. Morgan Stanley

Since 1935, Morgan Stanley has been dedicated to local and global communities.
Morgan Stanley has been a global leader in financial services for nearly a century. And now, with E*TRADE, you get the convenience of investing on your own with the knowledge and insights of a trusted partner.

They are responsible for the origination, structuring, and execution of public and private placement of a wide range of investments, including stocks.

7. Northwestern Mutual

With Northwestern Mutual, you’ll get a financial partner who hears you, listens to your concerns, and guides you through them, so you know you’ll make the best financial choices.

At Northwestern Mutual, managing risk is imperative in its financial planning philosophy. Its advisors will work with you to determine the right insurance for you and the amount you need. They help people live more and worry less—today and down the road.

8. Coastal Wealth

At Coastal Wealth, they help provide support in an independent, objective, and integrated fashion. They believe the ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals.

To do so, they provide comprehensive, holistic financial plans, which often revolve around long-term planning. Additionally, they also provide investment & tax strategies designed to meet your needs, asset allocation, risk management, insurance, retirement planning, and estate planning.

9. Manna Wealth Management

Manna Wealth Management is a financial advisor operating for over 60 years. The experienced financial advisors at Manna Wealth Management take the time to thoughtfully assess each individual’s personal and fiscal goals. As part of this comprehensive process, they evaluate your current and potential investments and risk tolerance.

You will have a non-exhaustive list of investment options at Manna Wealth Management. All these investments are carefully selected and filtered through the firm’s independent research. The firm’s financial advisors will always prioritize your interest to uphold its fiduciary duty. All its financial brokers are certified by FINRA BrokerCheck. If in doubt, you can always cross-check on FINRA’s website.

10. SkyBound Wealth Management USA

Skybound Wealth Management is a fee-based financial services firm that provides professional advice and services to clients of all wealth levels. It aims to help non-high-net-worth and high-net-worth individuals, families, and businesses reach their financial objectives. Although the firm’s financial advisors might get a commission for selling certain products, they are still obliged to uphold the firm’s fiduciary standard.

Skybound Wealth Management has a niche financial service; it specializes in UK pension transfer financial services to mainly UK expatriates in the US. In addition, it also is adept at 401k rollover, retirement planning, and lifestyle financial planning. Skybound Wealth Management’s usual practice is to always understand your unique situation before providing you with any financial assistance, including investment, wealth management, and financial planning.

Manage your Finances with the best Financial Advisor in Miami, Florida

To summarize, Miami has various financial advisor options committed to giving you the best opportunities and objectively handling your financial decisions. However, these 10 financial advisory firms are ready to partner with you to create a stellar financial plan that suits your needs. If this is what you’re looking for, don’t hesitate to contact them now!

Aside from Miami, there are also many renowned financial advisors with quality services in Orlando, FL. If you are looking for more options that are close to Miami, consider checking out our article on 10 Best Financial Advisors Available In Orlando, FL.

FAQs about the Best Financial Advisor in Miami, Florida