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Top 4 financial advisor firms in Miami Beach

4 SEC-registered financial advisor firms are headquartered in Miami Beach, FL, with $1.43B in combined regulatory assets under management. The largest by assets are Rose Capital Advisors ($608M), Blue Investment Management ($341M) and Vesta Wealth Management ($333M).

4
Financial advisor firms
$1.43B
Their combined AUM
$337M
Median firm AUM
1,055
Clients of the top 4

The 4 largest by assets

  1. 1
    Rose Capital Advisors

    RIA

    $608M

  2. 2
    Blue Investment Management

    RIA

    $341M

  3. 3
    Vesta Wealth Management

    RIA

    $333M

  4. 4
    Manna Wealth Management

    RIA

    $146M

Profiles of the top 4

No. 1 · RIA

Rose Capital Advisors

Rose Capital Advisors is an investment adviser based in Miami Beach, FL, registered with the SEC since 2014. 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 $608 million, as filed on 12 August 2026.

Rose Capital Advisors charges 0.50%–1.00% a year for its Rose Capital Advisors Wrap Program.

Regulatory AUM
$608M
Clients
375
Advisory staff
9
Fee schedule
0.50% to 1.00% a year
Custodians
Pershing
Headquarters
119 Washington Avenue, Suite 400, Miami Beach, FL 33139
Phone
305-534-7673
Website
rosecapitaladvisors.com

No. 2 · RIA

Blue Investment Management

Blue Investment Management is an investment adviser based in Miami Beach, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $341 million, as filed on 31 March 2026.

Blue Investment Management charges up to 1.00% a year for its Investment Management Services.

Regulatory AUM
$341M
Clients
22
Advisory staff
3
Fee schedule
Up to 1.00% a year
Custodians
Raymond James
Headquarters
2340 Collins Avenue, Suite 604, Miami Beach, FL 33139
Phone
305-433-4250
Website
blueig.com

No. 3 · RIA

Vesta Wealth Management

Vesta Wealth Management is an investment adviser based in Miami Beach, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $333 million, as filed on 27 March 2026.

Vesta Wealth Management charges 0.20%–2.00% a year for its Investment Management and Wealth Management.

Regulatory AUM
$333M
Clients
44
Advisory staff
1
Fee schedule
0.20% to 2.00% a year
Headquarters
1688 Meridian Avenue, 7th Floor, Suite 700, Miami Beach, FL 33139
Phone
786-579-2519

No. 4 · RIA

Manna Wealth Management

Manna Wealth Management is an investment adviser based in Miami Beach, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $146 million, as filed on 25 March 2026.

Manna Wealth Management charges up to 2.75% a year for its Asset management.

Regulatory AUM
$146M
Clients
614
Advisory staff
1
Fee schedule
Up to 2.75% a year
Minimum account
$250,000
Custodians
Charles Schwab
Headquarters
429 Lenox Ave, Suite 527, Miami Beach, FL 33139
Phone
305-306-7107
Website
mannawealthmanagement.com

Questions about financial advisors in Miami Beach

How many financial advisor firms are headquartered in Miami Beach?

4 SEC-registered financial advisor firms report their principal office in Miami Beach, FL, managing $1.43B in regulatory assets between them. The other 21 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 Beach?

Rose Capital Advisors, with $608M in regulatory assets under management on its latest Form ADV. The next largest are Blue Investment Management ($341M) and Vesta Wealth Management ($333M).

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

How large is a typical financial advisor firm in Miami Beach?

The median firm manages $337M in regulatory assets. That is the midpoint of the 4 firms headquartered in Miami Beach.

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

How much do financial advisors in Miami Beach charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.75% 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 Beach?

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

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