Local Pros · Miami
Local Financial Advisors in Miami, FL
Locally owned and operated financial advisors serving Miami and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Miami, FL by verified customer ratings and review volume. The highest-rated is Guerra Wealth Advisors - Miami Financial Advisors with a 4.9-star rating from 826 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
109
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Guerra Wealth Advisors - Miami Financial Advisors
6401 SW 87th Ave #119, Miami, FL 33173, USA
Financial Designs
8000 NW 7th St # 201, Miami, FL 33126, USA
Infinite Financial Services
1717 N Bayshore Dr Suite 3252, Miami, FL 33132, USA
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 | LPL Financial - Brickell1200 Brickell Ave suite 500, Miami, FL 33131, USA | 5.0★ | 12 |
| #5 | Miami Mortgage Advisors LLC31 SE 5th St Cu401, Miami, FL 33131, USA | 5.0★ | 190 |
| #6 | Miami Lending Advisors - Mortgage Broker2020 N Bayshore Dr #4702, Miami, FL 33137, USA | 5.0★ | 134 |
| #7 | Morgan Stanley Financial Advisors200 S Biscayne Blvd Ste 1100, Miami, FL 33131, USA | 3.3★ | 6 |
| #8 | Stonebridge Financial80 SW 8th St Suite 2000 - 4, Miami, FL 33130, USA | 5.0★ | 16 |
| #9 | Gruen Financial100 SE 2nd St, Miami, FL 33131, USA | 5.0★ | 25 |
| #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
LPL Financial - Brickell
1200 Brickell Ave suite 500, Miami, FL 33131, USA
Miami Mortgage Advisors LLC
31 SE 5th St Cu401, Miami, FL 33131, USA
Miami Lending Advisors - Mortgage Broker
2020 N Bayshore Dr #4702, Miami, FL 33137, USA
Morgan Stanley Financial Advisors
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, USA
Stonebridge Financial
80 SW 8th St Suite 2000 - 4, Miami, FL 33130, USA
Gruen Financial
100 SE 2nd St, Miami, FL 33131, USA
Edward Jones - Financial Advisor: Robert D Rucky, CFP®
169 E Flagler St #1620, Miami, FL 33131, USA
CAM Private Wealth Services
851 NE 1st Ave #4309, Miami, FL 33132, USA
Olympus Financial
495 Brickell Ave Bay721, Miami, FL 33131, USA
CameronDowning
101 NW 8th St Suite, 200, Miami, FL 33136, USA
Edward Jones - Financial Advisor: Jemal E Le Grand, CEPA®|AAMS®
1101 Brickell Ave Suite N 1102, Miami, FL 33131, USA
MANNA WEALTH MANAGEMENT
429 Lenox Ave. Suite 527, Miami Beach, FL 33139, USA
Florida Financial Advisors
15500 New Barn Rd Suite 201, Miami Lakes, FL 33014, USA
Morgan Stanley Private Wealth Advisors
200 S Biscayne Blvd Ste 1500, Miami, FL 33131, USA
Infinite Capital Solutions Miami, FL | Life Insurance | Financial Planner
5805 Waterford District Dr #400, Miami, FL 33126, USA
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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 1, 2026.
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