Near You · Miami
Financial Advisors Near You in Miami, FL
Find financial advisors close to you in Miami. All results are sorted by proximity and rated by real local customers.
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
Trusted by hundreds of clients with a perfect 4.9-star average rating in Miami.
6401 SW 87th Ave #119, Miami, FL 33173, USAEarned a flawless 5.0-star rating from over 300 Google reviews in Miami.
8000 NW 7th St # 201, Miami, FL 33126, USA5.0 stars from over 200 reviews makes this Miami financial advisor highly trusted.
1717 N Bayshore Dr Suite 3252, Miami, FL 33132, USAFinancial 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 | Florida Financial Advisors15500 New Barn Rd Suite 201, Miami Lakes, FL 33014, USA | 5.0★ | 61 |
| #5 | Olympus Financial495 Brickell Ave Bay721, Miami, FL 33131, USA | 5.0★ | 42 |
| #6 | MANNA WEALTH MANAGEMENT429 Lenox Ave. Suite 527, Miami Beach, FL 33139, USA | 5.0★ | 77 |
| #7 | CameronDowning101 NW 8th St Suite, 200, Miami, FL 33136, USA | 5.0★ | 20 |
| #8 | Stonebridge Financial80 SW 8th St Suite 2000 - 4, Miami, FL 33130, USA | 5.0★ | 16 |
| #9 | CAM Private Wealth Services851 NE 1st Ave #4309, Miami, FL 33132, USA | 5.0★ | 5 |
| #10 | Edward Jones - Financial Advisor: Robert D Rucky, CFP®169 E Flagler St #1620, Miami, FL 33131, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Miami
Trusted by clients, this Miami advisor holds a perfect 5.0★ rating from 61 reviews.
15500 New Barn Rd Suite 201, Miami Lakes, FL 33014, USA
Exceptional 5.0-star rating from 42 Google reviews in Miami.
495 Brickell Ave Bay721, Miami, FL 33131, USA
Top-rated Miami financial advisor with a perfect 5.0-star rating from 77 reviews.
429 Lenox Ave. Suite 527, Miami Beach, FL 33139, USA
Trusted by clients with a perfect 5.0-star rating from 20 reviews in Miami.
101 NW 8th St Suite, 200, Miami, FL 33136, USA
Top-rated Miami financial advisor with a perfect 5.0★ rating from 16 reviews.
80 SW 8th St Suite 2000 - 4, Miami, FL 33130, USA
5.0 stars from 5 Google reviews, reflecting consistently exceptional client feedback.
851 NE 1st Ave #4309, Miami, FL 33132, USA
Rated 5.0 stars from four Google reviews, reflecting exceptional client satisfaction.
169 E Flagler St #1620, Miami, FL 33131, USA
Exceptionally rated 5.0 stars from local client reviews on Google.
200 S Biscayne Blvd Ste 1500, Miami, FL 33131, USA
Exceptional 5.0-star rating from 190 Google reviews for a Miami financial advisor.
31 SE 5th St Cu401, Miami, FL 33131, USA
Exceptional 5.0-star rating from over 130 Google reviews in Miami.
2020 N Bayshore Dr #4702, Miami, FL 33137, USA
5.0 stars from 19 reviews, reflecting exceptional client satisfaction in Miami.
5805 Waterford District Dr #400, Miami, FL 33126, USA
A financial advisor in Miami with a 3.3-star rating from 6 Google reviews.
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, USA
Earns a flawless 5.0-star rating from early client reviews in Miami.
1101 Brickell Ave Suite N 1102, Miami, FL 33131, USA
Exceptional 5.0-star rating from 12 Google reviews for trusted financial guidance in Miami.
1200 Brickell Ave suite 500, Miami, FL 33131, USA
Proudly serving Miami with a perfect 5.0-star rating from 25 client reviews.
100 SE 2nd St, Miami, FL 33131, USA
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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 | Florida Financial Advisors | 81/100 | 5.0 ★ | 61 |
| 5 | Olympus Financial | 79/100 | 5.0 ★ | 42 |
| 6 | MANNA WEALTH MANAGEMENT | 82/100 | 5.0 ★ | 77 |
| 7 | CameronDowning | 75/100 | 5.0 ★ | 20 |
| 8 | Stonebridge Financial | 74/100 | 5.0 ★ | 16 |
| 9 | CAM Private Wealth Services | 68/100 | 5.0 ★ | 5 |
| 10 | Edward Jones - Financial Advisor: Robert D Rucky, CFP® | 67/100 | 5.0 ★ | 4 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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.
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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.
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