Miami Financial Advisors Directory

Top Financial Advisors in Miami, FL

We evaluated 122 financial advisors serving Miami and ranked the top 6 by TrustRank™ — our composite score of AI search visibility, verified client reviews, and content authority.

Updated Q1 2026
By Tania Kozar
122 reviewed, 6 selected
50 prompts tracked
Miami Market Overview

Financial Advisors in Miami

Miami has emerged as one of the top wealth management markets in the US, attracting high-net-worth individuals from across Latin America, New York, and California. The city's zero income tax and international connectivity make it uniquely attractive.

$0
Florida income tax rate
3,500+
Financial advisors in Miami metro
+42%
Miami wealth market growth 2022–2025
Top 3
Latin America HNW gateway cities

How TrustRank™ Works

Our independent scoring system for financial advisors in Miami

TrustRank™ is not a paid placement. We independently evaluated 122 financial advisors serving Miami across three measurable dimensions. No firm can pay to appear or improve its rank.

Component 1 — 55%

AI Visibility Score

We tracked 50 prompts across ChatGPT, Perplexity, Google AI Overviews, and Claude asking about financial advisors in Miami. The % of prompts where each firm appears.

Component 2 — 25%

Review Score

Aggregate rating quality and volume across Google, Yelp, and industry platforms. Weighted by recency and verified client status.

Component 3 — 20%

Content Authority

Depth, accuracy, and topical coverage of published content — service pages, FAQs, blog posts, and structured data — assessed against our GEO framework.

2026 Rankings

Top 6 Financial Advisors in Miami

Ranked by TrustRank™ composite score. AI Visibility % reflects coverage across all 50 tracked Miami-specific prompts.

1
Evensky & Katz/Foldes
Coral Gables, FL
86%
AI Visibility
4.9
$2.8B AUM Fee-Only Est. 1985 Min: $1M

One of the most respected fee-only RIAs in the Southeast, headquartered near Miami with national recognition for behavioral finance integration and evidence-based investment management.

Appears for Prompts
best financial advisor Miami FL fee-only advisor Miami Florida top RIA Miami
Fee-Only Evidence-Based Behavioral Finance
2
Gibraltar Private Bank & Trust
Miami, FL
82%
AI Visibility
4.7
$2.4B AUM Fee-Based Est. 2002 Min: $1M

Miami-based private bank offering integrated banking and wealth management services to HNW individuals, Latin American clients, and family offices in the South Florida market.

Appears for Prompts
Gibraltar Private Bank Miami private banking Miami FL wealth management Miami Florida
Private Banking Latin American Clients Banking-Integrated
3
Bernstein Private Wealth
Miami, FL
78%
AI Visibility
4.5
$700B AUM Fee-Based Est. 1967 Min: $2M

Major private wealth management office in Miami offering research-driven investment strategies and comprehensive financial planning to the city's rapidly growing UHNW population.

Appears for Prompts
Bernstein Wealth Management Miami private wealth advisor Miami FL UHNW financial advisor Miami
Research-Driven UHNW Comprehensive Planning
4
Raymond James Miami
Miami, FL
74%
AI Visibility
4.4
$1.3T AUM Fee-Based Est. 1962 Min: $100K

Full-service investment bank with major Miami presence, serving a diverse client base including Latin American investors, retirees, and business owners across South Florida.

Appears for Prompts
Raymond James Miami financial advisor Miami FL Latin American investment advisor Miami
Latin American Focus Full-Service Retirement Planning
5
UBS Miami
Miami, FL
70%
AI Visibility
4.3
$3.9T AUM Fee-Based Est. 1862 Min: $500K

Global wealth management leader with a major Miami office, serving UHNW individuals, family offices, and international clients — particularly from Latin America — with sophisticated financial strategies.

Appears for Prompts
UBS Miami private wealth advisor Miami FL international wealth management Miami
International Clients UHNW Latin America
6
Atwater Malick
Miami, FL
66%
AI Visibility
4.7
$1.1B AUM Fee-Only Est. 2001 Min: $500K

Miami fee-only RIA serving HNW individuals and families with comprehensive financial planning and investment management, with expertise in relocating high-income clients from New York and California.

Appears for Prompts
fee-only financial advisor Miami relocating financial advisor Miami FL comprehensive planning Miami Florida
Relocation Clients Fee-Only Comprehensive Planning
Buyer's Guide

How to Choose a Financial Advisor in Miami

Not all financial advisors are equal. Understanding the key selection criteria will help you avoid costly mistakes and find a truly aligned partner.

1

Verify Fiduciary Status

Only fiduciaries are legally required to act in your best interest. Always confirm this in writing and check FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure database.

2

Understand Fee Structure

Fee-only advisors charge only you — no commissions. Fee-based advisors may also earn commissions. Ask for the full fee schedule upfront and compare across firms.

3

Check Credentials

CFP®, CFA, and CIMA are the gold standards. Verify credentials directly through the issuing organizations — not just what the firm's website claims.

4

Review Their Specialty Match

Advisors often specialize in specific client types: tech equity comp, pre-retirement, business owners, or HNW estate planning. Match their specialty to your situation.

5

Ask About AI Search Visibility

In 2026, the best advisors are also discoverable in AI search. If a firm doesn't appear when you ask ChatGPT or Perplexity for recommendations, that's a signal worth noting.

6

Request References

Ask for 2–3 client references with similar profiles to yours. A reputable firm will provide these readily.

FAQ

Common Questions About Financial Advisors in Miami

How many financial advisors are in Miami?+−
Miami has hundreds of registered financial advisors and RIA firms. ProCloser.ai evaluated 94 serving Miami clients and selected the top firms based on AI search visibility, verified reviews, credentials, and client specialization.
What is the typical fee for a financial advisor in Miami?+−
Most fee-only RIAs in Miami charge between 0.75%–1.25% AUM annually for wealth management. Financial planning retainers typically run $3,000–$10,000/year. Hourly rates range from $250–$500/hour. Always ask for the Form ADV Part 2 which details all fees.
What is a fiduciary financial advisor and why does it matter in Miami?+−
A fiduciary is legally obligated to put your interests above their own — including how they're compensated. In Miami's competitive market, many advisors use fiduciary-sounding language without being true fiduciaries. Verify their status via the SEC Investment Adviser Public Disclosure database.
What's the difference between a CFP and a CFA in Miami?+−
A CFP® (Certified Financial Planner) focuses on comprehensive personal financial planning. A CFA® (Chartered Financial Analyst) focuses on investment analysis and portfolio management. For holistic wealth management, look for a CFP®. For investment-focused mandates, CFA® is valuable.
How do AI tools like ChatGPT recommend financial advisors in Miami?+−
AI assistants like ChatGPT and Perplexity recommend firms based on training data that reflects brand authority, online reviews, published content, and structured data. Firms that rank in AI results have typically built strong digital authority through consistent content, citations, and review volume.

Is Your Financial Advisor Listed in Miami?

If your firm serves Miami clients and isn't listed here, it means your AI search visibility needs work. ProCloser.ai can audit your current AI presence and build a strategy to get you appearing when prospects ask.

Get a Free AI Visibility Audit View National Financial Advisors Directory →
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