Top 10 financial advisor firms in Coral Gables

24 SEC-registered financial advisor firms are headquartered in Coral Gables, FL, with $32.7B in combined regulatory assets under management. The largest by assets are W.e. Family Offices ($17.8B), ArchPoint Investors ($4.13B) and Evensky & Katz ($3.21B).

24
Financial advisor firms: $32.7B
Their combined AUM: $329M
Median firm AUM: 1,974
Clients of the top 10

The 10 largest by assets

1
W.e. Family Offices
RIA
$17.8B
Regulatory AUM
2
ArchPoint Investors
RIA
$4.13B
Regulatory AUM
3
Evensky & Katz
RIA
$3.21B
0.25% to 1.25% a year
4
Storge Partners Economic Studies
RIA
$867M
0.25% to 1.00% a year
5
Bayshore Asset Management
RIA
$740M
0.50% to 1.00% a year
6
Maximai Investment Partners
RIA
$696M
0.50% to 2.00% a year
7
AlTi Wealth Management (US International)
RIA
$691M
Up to 1.00% a year
8
Ceeto Capital Group
RIA
$531M
1.00% to 1.00% a year
9
Meridiana MFO
RIA
$442M
Regulatory AUM
10
Kirtland Financial Management
RIA
$396M
0.70% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

W.e. Family Offices

W.e. Family Offices is an investment adviser based in Coral Gables, FL, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $17.8 billion, as filed on 21 April 2026.

Regulatory AUM: $17.8B
Clients: 112
Advisory staff: 35
Headquarters: 2811 Ponce De Leon BLVD, Suite 840, Coral Gables, FL 33134
Phone: 305-825-2225
Website: wefamilyoffices.com

No. 2 · RIA

ArchPoint Investors

ArchPoint Investors is an investment adviser based in Coral Gables, FL, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $4.13 billion, as filed on 3 March 2026.

Regulatory AUM: $4.13B
Clients: 38
Advisory staff: 5
Custodians: Charles Schwab, J.P. Morgan, Fidelity
Headquarters: 2701 S Le Jeune RD, #1111, Coral Gables, FL 33134
Phone: 786-810-3660
Website: archpointinvestors.com

No. 3 · RIA

Evensky & Katz

Evensky & Katz is an investment adviser based in Coral Gables, FL, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $3.21 billion, as filed on 19 March 2026.

Evensky & Katz charges 0.25%–1.25% a year for its Wealth Management.

Regulatory AUM: $3.21B
Clients: 1,188
Advisory staff: 4
Founded: 1985
Fee schedule: 0.25% to 1.25% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
Phone: 305-448-8882
Website: evensky.com

No. 4 · RIA

Storge Partners Economic Studies

Storge Partners Economic Studies is an investment adviser based in Coral Gables, FL, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals and corporations and other businesses. Its regulatory assets under management total $867 million, as filed on 27 February 2026.

Storge Partners Economic Studies charges 0.25%–1.00% a year for its Asset Management Fees.

Regulatory AUM: $867M
Clients: 70
Advisory staff: 3
Fee schedule: 0.25% to 1.00% a year
Minimum account: $3,000,000
Custodians: J.P. Morgan, Morgan Stanley, UBS Securities, Banco De Sabadell, S.a. Miami Branch
Headquarters: 150 Alhambra Circle, Suite 10, Coral Gables, FL 33134
Phone: 785-969-2515
Website: storge.com

No. 5 · RIA

Bayshore Asset Management

Bayshore Asset Management is an investment adviser based in Coral Gables, FL, registered with the SEC since 2007. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $740 million, as filed on 11 March 2026.

Bayshore Asset Management charges 0.50%–1.00% a year for its Advisory Services.

Regulatory AUM: $740M
Clients: 129
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 121 Alhambra Plaza, Suite 1210, Coral Gables, FL 33134
Phone: 786-888-9400
Website: bayshorewealth.com

No. 6 · RIA

Maximai Investment Partners

Maximai Investment Partners is an investment adviser based in Coral Gables, FL, registered with the SEC since 2016. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $696 million, as filed on 24 March 2026.

Maximai Investment Partners charges 0.50%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $696M
Clients: 171
Advisory staff: 5
Founded: 2016
Fee schedule: 0.50% to 2.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, Pershing
Headquarters: 500 S. Dixie Hwy, Suite 301, Coral Gables, FL 33146
Phone: 786-332-6050
Website: maximaipartners.com

No. 7 · RIA

AlTi Wealth Management (US International)

AlTi Wealth Management (US International) is an investment adviser based in Coral Gables, FL, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $691 million, as filed on 28 April 2026.

AlTi Wealth Management (US International) charges up to 1.00% a year for its Management Fee.

Regulatory AUM: $691M
Clients: 37
Advisory staff: 4
Fee schedule: Up to 1.00% a year
Minimum account: $10,000,000
Custodians: Citigroup Global Markets, Morgan Stanley, J.P. Morgan
Headquarters: 2811 Ponce De Leon BLVD., Suite 520, Coral Gables, FL 33134
Phone: 305-373-8033
Website: alti-global.com

No. 8 · RIA

Ceeto Capital Group

Ceeto Capital Group is an investment adviser based in Coral Gables, FL, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals, state or municipal government entities and charitable organizations. Its regulatory assets under management total $531 million, as filed on 30 March 2026.

Ceeto Capital Group charges 1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $531M
Clients: 18
Advisory staff: 4
Fee schedule: 1.00% to 1.00% a year
Custodians: Fidelity, Salem Trust
Headquarters: 114 Alhambra Cir, Suite 202, Coral Gables, FL 33134
Phone: 786-477-6445
Website: ceetocapitalgroup.com

No. 9 · RIA

Meridiana MFO

Meridiana MFO is an investment adviser based in Coral Gables, FL, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals and corporations and other businesses. Its regulatory assets under management total $442 million, as filed on 28 April 2026.

Regulatory AUM: $442M
Clients: 10
Advisory staff: 3
Custodians: J.P. Morgan, Merrill Lynch, Pierce, Fenner & Smith, Morgan Stanley, Banco Santander International
Headquarters: 2600 S. Douglas RD., Suite 908, Coral Gables, FL 33134
Phone: 305-448-0014
Website: meridiana-mfo.com

No. 10 · RIA

Kirtland Financial Management

Kirtland Financial Management is an investment adviser based in Coral Gables, FL, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $396 million, as filed on 24 March 2026.

Kirtland Financial Management charges 0.70%–1.00% a year for its Investment Advisory Fee.

Regulatory AUM: $396M
Clients: 201
Advisory staff: 1
Founded: 1999
Fee schedule: 0.70% to 1.00% a year
Minimum account: $500,000
Custodians: Raymond James, Raymond James
Headquarters: 100 Almeria Ave, Suite 302, Coral Gables, FL 33134
Phone: 305-648-0006
Website: kirtlandfinancial.com

Questions about financial advisors in Coral Gables

How many financial advisor firms are headquartered in Coral Gables?

24 SEC-registered financial advisor firms report their principal office in Coral Gables, FL, managing $32.7B in regulatory assets between them. The other 23 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Coral Gables?

W.e. Family Offices, with $17.8B in regulatory assets under management on its latest Form ADV. The next largest are ArchPoint Investors ($4.13B) and Evensky & Katz ($3.21B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Coral Gables?

The median firm manages $329M in regulatory assets. That is the midpoint of the 24 firms headquartered in Coral Gables.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Coral Gables charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Coral Gables?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Coral Gables has 24 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Coral Gables

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