Best Financial Advisors in Miami

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
410+
Advisors
4.8/5.0
Average Rating

Miami Financial Landscape

Miami's economy thrives on tourism, finance, and international trade. The city is a gateway to Latin America, enhancing its global business appeal.

Major industries
Tourism, Finance, Trade
Population
417.7K (metro: 6.1M)
Median household income
$55,000
Unique needs
Miami requires a focus on disaster preparedness, affordable housing, and economic diversification to sustain growth.
Market Insights
Economic Growth
According to BEA (2023), Miami's economy grew by 4.2%, driven by tourism and finance, despite global economic challenges.
Wealth Demographics
According to Census (2023), the median income in Miami is $55,000, reflecting a diverse economic landscape with significant income disparity.
Advisor Specializations
Based on BLS (2023), financial advisors in Miami are increasingly focusing on real estate and investment strategies tailored to local market conditions.
Local Considerations
Cost of Living
According to BLS (2024), Miami's cost of living is rising, particularly in housing and transportation, impacting affordability for residents.
Real Estate Market
According to Zillow (2024), Miami's real estate market remains competitive, with home prices increasing by 8% year-over-year, raising affordability concerns.
Business Environment
According to Fortune (2024), Miami's business climate is improving, attracting startups and tech firms, but faces challenges in workforce development.

Top 5 Financial Advisors in Miami

MANNA WEALTH MANAGEMENT - Florida Financial Advisors
★ ★ ★ ★ ★ 5
MANNA WEALTH MANAGEMENT - Miami Financial Advisors
★ ★ ★ ★ ★ 5
Florida Financial Advisors
★ ★ ★ ★ ★ 5
Financial Designs
★ ★ ★ ★ ★ 5
Infinite Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Miami, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Miami-Specific Expertise
For Miami residents working in Tourism, Finance, Trade, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Miami's tourism-heavy economy faces risks from hurricanes and flooding. Real estate prices are volatile; diversify investments and consider climate resilience.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Florida locations

Jacksonville Miami Tampa Orlando St. Petersburg Hialeah Tallahassee Fort Lauderdale