Top Financial Advisors in Coral Gables, Florida
Finding the right financial advisor in Coral Gables is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Coral Gables, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Coral Gables, FL.
Find the Best Financial Advisor Firms in Coral Gables:
WE FAMILY OFFICES
CRD#: 109869
Address: 2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134
AUM: $ 15.4B
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
CRD#: 109698
Address: 4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146
Clients: 402
Average Clients per Advisor: 100
AUM: $ 3.2B
MAS ADVISORS LLC
CRD#: 165906
Address: 2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134
AUM: $ 1.5B
SEAVIEW INVESTMENT MANAGERS LLC
CRD#: 300155
Address: 2 Alhambra Plaza Suite 802, Coral Gables, FL 33134
Clients: 66
Average Clients per Advisor: 7
AUM: $ 1.4B
ASTON CAPITAL MANAGEMENT
CRD#: 291310
Address: 355 Alhambra Circle, Suite 1350, Coral Gables, FL 33134
AUM: $ 712M
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
CRD#: 152104
Address: 2811 Ponce De Leon Blvd. Suite 520, Coral Gables, FL 33134
AUM: $ 670M
How We Chose the Top Financial Advisors in Coral Gables, Florida
To create this list of top financial advisor firms in Coral Gables, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Coral Gables has to offer.
Search Financial Advisors in Coral Gables, Florida
John Maxwell Fricker
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Serre Murphy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Juan Luis Porro JR
Registered Affiliation(s):LPL FINANCIAL LLC
Eleanor Cecilia Schnell
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Israel Guitian JR
Registered Affiliation(s):GUITIAN WEALTH MANAGEMENT, LLC
Jose Fernando Velasco
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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