Ways to browse advisors serving Miami, FL

Pick a specialty or descriptor to browse more advisors serving Miami, FL.

By how they work

Type	Advisors
Large-firm	4,460
Flat-fee	2,020
Seasoned	1,883
Independent	1,467
CFP®-certified	423

By who they serve

Type	Advisors
High-net-worth	1,610

Browse by specialty

Find advisors serving Miami, FL who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,600
Executive	2,832
Wealth management	1,930
Tax-loss harvesting	1,198
Active portfolio management	1,130
Retired	1,082
General estate planning guidance	1,038
General retirement planning	985
Private / alternative investments	879
Options & derivatives strategies	748
ESG / Sustainable investing	684
Retirement income strategy	668
Retirement plans for business owners (SEP, solo 401k)	658
Approaching retirement	645
Cash flow / budgeting	547
Mid-Career Professionals	430
Equity compensation tax strategy	396
Attorney	376
Real estate investing	362
Concentrated stock management	345
Technology Professional	339
College savings (529s, UTMA, etc.)	294
Income planning	276
Passive / index investing	242
Charitable giving & philanthropy	225
Social Security optimization	197
Annuities	167
Business exit / sale strategy	158
HENRY (High Earners, Not Rich Yet)	143
Retirement withdrawal strategies	109
Multi-generational wealth transfer	98
Business ownership considerations	82
Divorce financial planning	81
Financial Professional	76
Self-Employed	74
Business succession planning	73
Women Professionals	71
Established Professionals	56
Multi-state taxation	55
Values-based investing	48
Married/Couples/Partners	43
Parents	39
General tax planning	37
Debt management	36
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	34
Family Business	28
Charitable giving tax strategies	26
Long-term care insurance	22
Tax strategies for small businesses	22
Intergenerational Families	21
Cross-border / expatriate tax planning	20
Liquidity event planning	19
Expats	17
Business Financial Management	16
Factor investing / smart beta	16
Doctor or Medical Professional	13
Young Families	12
Business sale tax planning	10
Women Business Owners	9
Immigrants	8
Educators, Teachers, and Academics	7
Hispanic/Latino/Latinx	7
Professional Athlete	7
Young Professionals	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Life insurance needs analysis	6
Retired	6
Dentist	5

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