Top Rated Financial Advisors in Miami, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Miami, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Miami, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Miami, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Jimmy Gonzalez

Anthem Advisors

CRPC^®

Jimmy Gonzalez, a financial fiduciary, provides financial services to clients in the Coral Gables, Florida area. Jimmy holds a CRPC^® certification. Jimmy has over 24 years of experience.

Coral Gables, FL

Telephone Advisor

Telephone: 305-482-3002

Visit Advisor Website

http://www.anthemadvice.com

View Research Report

Additional Information:

Years of Experience:
24 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $500,000

Name(s) of Custodian(s):
Fidelity, TD Ameritrade & Betterment Institutional

Russell Stout

Excelsior Wealth Partners

Russell Stout, a financial fiduciary, provides financial services to clients in the Fort Lauderdale, Florida area. Russell has over 20 years of experience.

Fort Lauderdale, FL

Telephone Advisor

Telephone: 315-224-2426

Visit Advisor Website

https://www.excelsiorwp.com/

View Research Report

Additional Information:

Years of Experience:
20 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Edelman Financial Engines, LLC

Mark Rowley, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Plantation, Florida area.

Plantation, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2015 and provides financial services to clients in the Boca Raton, Florida area.

Boca Raton, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.