Top 10 financial advisor firms in Miami

58 SEC-registered financial advisor firms are headquartered in Miami, FL, with $203B in combined regulatory assets under management. The largest by assets are Corient Private Wealth ($165B), GenTrust ($5.2B) and Valor Advisors ($4.01B).

58
Financial advisor firms: $203B
Their combined AUM: $370M
Median firm AUM: 29,070
Clients of the top 10

The 10 largest by assets

1
Corient Private Wealth
RIA
$165B
Up to 1.00% a year
2
GenTrust
RIA
$5.2B
Up to 1.50% a year
3
Valor Advisors
RIA
$4.01B
0.75% to 1.00% a year
4
MMBG Investment Advisors
RIA
$2.98B
Regulatory AUM
5
Bulltick Wealth Management
RIA
$1.95B
0.50% to 1.75% a year
6
Mora Capital Management
RIA
$1.9B
0.50% to 2.00%
7
Sierra Capital
RIA
$1.61B
0.55% to 1.25% a year
8
BBVA Global Wealth Advisors
RIA
$1.36B
Regulatory AUM
9
BigSur Wealth Management
RIA
$1.28B
0.50% to 1.25% a year
10
Element Pointe Advisors
RIA
$1.22B
0.25% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Corient Private Wealth

Corient Private Wealth is an investment adviser based in Miami, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $165 billion, as filed on 21 August 2026.

Corient Private Wealth charges up to 1.00% a year for its Investment advisory fees.

Regulatory AUM: $165B
Clients: 26,586
Advisory staff: 620
Founded: 2022
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab, Fidelity, Pershing
Headquarters: 830 Brickell Plaza, Suite 4800, Miami, FL 33131
Phone: 305-735-2020
Website: corient.com

No. 2 · RIA

GenTrust

GenTrust is an investment adviser based in Miami, FL, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, sovereign wealth funds and foreign official institutions, and corporations and other businesses. Its regulatory assets under management total $5.2 billion, as filed on 26 March 2026.

GenTrust charges up to 1.50% a year for its Investment Management Fees.

Regulatory AUM: $5.2B
Clients: 277
Advisory staff: 18
Fee schedule: Up to 1.50% a year
Minimum account: $10,000,000
Custodians: Fidelity, J.P. Morgan
Headquarters: 1450 Brickell Avenue, Suite 3050, Miami, FL 33131
Phone: 305-677-6688
Website: gentrustwm.com

No. 3 · RIA

Valor Advisors

Valor Advisors is an investment adviser based in Miami, FL, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $4.01 billion, as filed on 1 September 2026.

Valor Advisors charges 0.75%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $4.01B
Clients: 66
Advisory staff: 8
Fee schedule: 0.75% to 1.00% a year
Custodians: J.P. Morgan, Morgan Stanley
Headquarters: 1441 Brickell Avenue, Suite 1500, Miami, FL 33131
Phone: 305-424-1432
Website: valorad.com

No. 4 · RIA

MMBG Investment Advisors

MMBG Investment Advisors is an investment adviser based in Miami, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $2.98 billion, as filed on 27 March 2026.

Regulatory AUM: $2.98B
Clients: 139
Advisory staff: 9
Custodians: Morgan Stanley, UBS Financial Services, J.P. Morgan, Pershing
Headquarters: 1221 Brickell Avenue, 1221 Brickell Building, Suite 1030, Miami, FL 33131
Phone: 305-374-0704
Website: mmbginvestment.com

No. 5 · RIA

Bulltick Wealth Management

Bulltick Wealth Management is an investment adviser based in Miami, FL, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $1.95 billion, as filed on 31 March 2026.

Bulltick Wealth Management charges 0.50%–1.75% a year for its Management Fees.

Regulatory AUM: $1.95B
Clients: 315
Advisory staff: 21
Fee schedule: 0.50% to 1.75% a year
Custodians: Pershing, J.P. Morgan
Headquarters: 333 Se 2nd Ave, Suite 3950, Miami, FL 33131
Phone: 305-533-1541
Website: bulltick.com

No. 6 · RIA

Mora Capital Management

Mora Capital Management is an investment adviser based in Miami, FL, registered with the SEC since 2000. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $1.9 billion, as filed on 3 June 2026.

Mora Capital Management charges 0.50%–2.00% for its Basic Advisory and Management Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.9B
Clients: 685
Advisory staff: 29
Fee schedule: 0.50% to 2.00%
Custodians: Pershing, UBS Securities
Headquarters: 1450 Brickell Avenue, Suite 2900, Miami, FL 33131
Phone: 305-459-5400
Website: moracapitalgroup.com

No. 7 · RIA

Sierra Capital

Sierra Capital is an investment adviser based in Miami, FL, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and insurance companies. Its regulatory assets under management total $1.61 billion, as filed on 11 June 2026.

Sierra Capital charges 0.55%–1.25% a year for its Investment Supervisory Services.

Regulatory AUM: $1.61B
Clients: 76
Advisory staff: 6
Fee schedule: 0.55% to 1.25% a year
Minimum account: $10,000,000
Custodians: J.P. Morgan, Morgan Stanley, Charles Schwab, Union Bank of Switzerland
Headquarters: 600 Brickell Avenue, Ste. 2020, Miami, FL 33131
Phone: 212-867-3533
Website: sierracap.com

No. 8 · RIA

BBVA Global Wealth Advisors

BBVA Global Wealth Advisors is an investment adviser based in Miami, FL, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $1.36 billion, as filed on 15 September 2026.

Regulatory AUM: $1.36B
Clients: 792
Advisory staff: 39
Custodians: Pershing
Headquarters: 501 Brickell Key Drive, Suite 601, Miami, FL 33131
Phone: 305-205-7752
Website: bbvaglobalwealthadvisors.com

No. 9 · RIA

BigSur Wealth Management

BigSur Wealth Management is an investment adviser based in Miami, FL, registered with the SEC since 2008. It provides investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $1.28 billion, as filed on 23 March 2026.

BigSur Wealth Management charges 0.50%–1.25% a year for its Management/consultation fee.

Regulatory AUM: $1.28B
Clients: 80
Advisory staff: 9
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab, J.P. Morgan
Headquarters: 1441 Brickell Avenue, Suite 1450, Miami, FL 33131
Phone: 305-740-6777
Website: bigsurpartners.com

No. 10 · RIA

Element Pointe Advisors

Element Pointe Advisors is an investment adviser based in Miami, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Its regulatory assets under management total $1.22 billion, as filed on 30 July 2026.

Element Pointe Advisors charges 0.25%–1.00% a year for its Investment Management and Family Office Advisory.

Regulatory AUM: $1.22B
Clients: 54
Advisory staff: 9
Fee schedule: 0.25% to 1.00% a year
Minimum account: $15,000,000
Custodians: Fidelity, Charles Schwab, Folio Investments
Headquarters: 333 Se 2nd Ave, Suite 2520, Miami, FL 33131
Phone: 786-655-9790
Website: elementpointe.com

Questions about financial advisors in Miami

How many financial advisor firms are headquartered in Miami?

58 SEC-registered financial advisor firms report their principal office in Miami, FL, managing $203B in regulatory assets between them. The other 137 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 Miami?

Corient Private Wealth, with $165B in regulatory assets under management on its latest Form ADV. The next largest are GenTrust ($5.2B) and Valor Advisors ($4.01B).

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

How large is a typical financial advisor firm in Miami?

The median firm manages $370M in regulatory assets. That is the midpoint of the 58 firms headquartered in Miami.

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

How much do financial advisors in Miami charge?

Of the 10 largest firms, 8 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 Miami?

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

Miami has 58 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Miami

Top financial advisor firms in other Florida cities