Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Financial advisors in Miami

30 advisors available near Miami, FL

Out of 400,000+ nationwide

user avatar

Mauricio P

Series 63, Series 65, Series 66

Coral Gables, FL

Figa Capital Management LLC.

Options & derivatives strategies Active portfolio management
user avatar
firm logo

Brenton A

Series 66

Miami, FL

Independent Wealth, LLC

Cash flow / budgeting
user avatar

Aaron S

Series 63, Series 65

Miami Shores, FL

Merion Road Capital Management LLC

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Todd H

Series 66

Miami Beach, FL

Savvy Wealth Management LLC

Annuities College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert A

CFA®, Series 63, Series 65

Miami, FL

Grayton Beach Capital, LLC

Income planning Annuities Private / alternative investments Real estate investing Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Luis D

Series 63, Series 65

Miami, FL

Anchor Advisory, LLC

Active portfolio management Options & derivatives strategies
user avatar
firm logo

David S

Series 63, Series 65

Miami, FL

Shareks Stock Portfolios

Active portfolio management Concentrated stock management Passive / index investing
user avatar
firm logo

Molly S

CFP®, Series 63, Series 66

North Bay Village, FL

Forward Financial Advisors, LLC

Annuities Life insurance needs analysis Long-term care insurance Disability insurance
user avatar

Nicholas S

Series 65

Miami, FL

Samuel & Associates Investment Management LP

Private / alternative investments Passive / index investing
user avatar
firm logo

Emilio N

Series 65

Aventura, FL

Haddock Capital LLC

Active portfolio management Passive / index investing Private / alternative investments Options & derivatives strategies
🎙️

Share your thoughts. Get $150.

We're chatting with a small group about finding financial advice. Share your experience and get a $150 Amazon gift card.

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")