Top Picks · Miami
Best Financial Advisors in Miami, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Miami, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Guerra Wealth Advisors - Miami Financial Advisors with a 4.9-star rating from 826 Google reviews and an RNM Score of 87/100. Also in the top tier: Financial Designs and Infinite Financial Services. The average rating across all listed financial advisors in Miami is 4.9 stars from 109 reviews per business on average.
Financial advisors in Miami typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Miami, FL is home to a variety of financial advisors who can assist consumers with investment planning, retirement strategies, and other wealth management services. When searching for a financial advisor locally, consumers should consider factors such as qualifications, services offered, and client reviews.
- ✓Wide range of financial advisor firms and independent practitioners in Miami
- ✓Advisors can provide investment management, retirement planning, and other wealth management services
- ✓Consumers should research an advisor's credentials, services, and client feedback before selecting
Best Overall
Infinite Capital Solutions Miami, FL | Life Insurance | Financial Planner
This firm is prominently listed among top-ranked advisors and offers a comprehensive blend of life insurance and financial planning services tailored to Miami clients.
Most Reviewed
LPL Financial - Brickell
A high volume of client reviews often signals broad market presence and a track record of client satisfaction, helping new customers gauge reliability.
When choosing a financial advisor in Miami, verify credentials, fee structures, and areas of specialization (e.g., retirement vs. insurance) to ensure alignment with your financial goals.
How to Choose a Financial Advisor in Miami
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Miami area
- • Fee-only or fee-based compensation structure (no commissions)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my goals and risk tolerance?
- • Can you provide references from current clients in Miami?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and costs
- ⚠ Unwillingness to provide a written financial plan
In Florida, financial advisors must be registered with the Florida Office of Financial Regulation and hold appropriate licenses, such as a Series 65 or 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
109
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Miami, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Guerra Wealth Advisors - Miami Financial Advisors6401 SW 87th Ave #119, Miami, FL 33173, USA | 4.9★ | 826 |
| #2 | Financial Designs8000 NW 7th St # 201, Miami, FL 33126, USA | 5.0★ | 311 |
| #3 | Infinite Financial Services1717 N Bayshore Dr Suite 3252, Miami, FL 33132, USA | 5.0★ | 204 |
| #4 | Stonebridge Financial80 SW 8th St Suite 2000 - 4, Miami, FL 33130, USA | 5.0★ | 16 |
| #5 | Gruen Financial100 SE 2nd St, Miami, FL 33131, USA | 5.0★ | 25 |
| #6 | Edward Jones - Financial Advisor: Robert D Rucky, CFP®169 E Flagler St #1620, Miami, FL 33131, USA | 5.0★ | 4 |
| #7 | CAM Private Wealth Services851 NE 1st Ave #4309, Miami, FL 33132, USA | 5.0★ | 5 |
| #8 | Olympus Financial495 Brickell Ave Bay721, Miami, FL 33131, USA | 5.0★ | 42 |
| #9 | CameronDowning101 NW 8th St Suite, 200, Miami, FL 33136, USA | 5.0★ | 20 |
| #10 | Edward Jones - Financial Advisor: Jemal E Le Grand, CEPA®|AAMS®1101 Brickell Ave Suite N 1102, Miami, FL 33131, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Miami
169 E Flagler St #1620, Miami, FL 33131, USA
1101 Brickell Ave Suite N 1102, Miami, FL 33131, USA
429 Lenox Ave. Suite 527, Miami Beach, FL 33139, USA
15500 New Barn Rd Suite 201, Miami Lakes, FL 33014, USA
200 S Biscayne Blvd Ste 1500, Miami, FL 33131, USA
2020 N Bayshore Dr #4702, Miami, FL 33137, USA
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, USA
5805 Waterford District Dr #400, Miami, FL 33126, USA
1200 Brickell Ave suite 500, Miami, FL 33131, USA
Get Free Quotes
We'll connect you with the top financial advisors in Miami, FL.
Financial Advisors in Miami, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Guerra Wealth Advisors - Miami Financial Advisors | 87/100 | 4.9 ★ | 826 |
| 2 | Financial Designs | 88/100 | 5.0 ★ | 311 |
| 3 | Infinite Financial Services | 87/100 | 5.0 ★ | 204 |
| 4 | Stonebridge Financial | 74/100 | 5.0 ★ | 16 |
| 5 | Gruen Financial | 76/100 | 5.0 ★ | 25 |
| 6 | Edward Jones - Financial Advisor: Robert D Rucky, CFP® | 67/100 | 5.0 ★ | 4 |
| 7 | CAM Private Wealth Services | 68/100 | 5.0 ★ | 5 |
| 8 | Olympus Financial | 79/100 | 5.0 ★ | 42 |
| 9 | CameronDowning | 75/100 | 5.0 ★ | 20 |
| 10 | Edward Jones - Financial Advisor: Jemal E Le Grand, CEPA®|AAMS® | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Miami to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Miami
What is a fiduciary financial advisor and why does it matter in Miami?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Miami, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Miami?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
More Home Services in Miami
Related Searches
More ways to find financial advisors in Miami
Financial Advisors in nearby cities