Bright Hill Advisors
“Moshe really knows everything accounting and tax related.”
Best Financial Advisors near Miami Lakes, FL
We have 6 firms in Miami Lakes on file. Only the highest-rated make our list: 2 of them made it, along with 13 from Miami (11, 11 mi), Hialeah (1, 3 mi) and North Miami Beach (1, 10 mi).
1 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Infinite Financial Services
“He has done our friends and family taxes for years and has always served us with friendly, professional and respectable service.”
PCS Investments
“The Swing course is excellent, the best of all is the attention and almost personalized support of a professional.”
Coral Wealth Management
“Coral Wealth Management puts a strong focus on long-term relationships and helping people feel more organized and confident about their financial future.”
Tentho
“We have been so pleased with their work & commitment that we recently expanded their role with us.”
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Fuster Financial Group
“He took the time to clearly explain our options and made sure we felt confident in every decision.”
The 15 firms listed for Miami Lakes, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Miami Lakes, FL
The 15 firms on this page are rated from 4.0 to 5.0 across 627 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "patient", "attention to detail" and "knowledge". 1 is open on Saturdays. 1 shows a license on its website and 1 has a BBB rating of A or A+. 5 have ten or more years of experience, the longest 39 years. 2 offer a free initial consultation and 3 list coupons or special offers. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 9 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Miami Lakes listed here?
2 of the 15 firms are located in Miami Lakes. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
J A Rodriguez CPA
“Well knowledgeable, always on top of everything to give us the right services !”
Premium Tax Services
“They are a great team to have by your side when taxes are due.”
Camerondowning
“Both, Jonathan and JD were extremely professional and always took the time to understand our goals, go over and explain any doubts we had along the way and provided excellent advise and guidance.”
Rodriguez Advisors
“David and Jen have been running our books for a few years now, they are always available to answer all our questions, highly recommended!”
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Daryl Arno Kutner
“Professionally, he has helped us to understand, plan and successfully manage major financial matters, especially as regards our retirement which we now enjoy.”
Daystar Payment Systems
“Switching to Daystar Payment Systems was one of the best decisions I made for my company.”
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RPC Advisory Group .
“Remy Dou has been my financial advisor since 2022 and my retirement wealth has doubled.”
Benitez & Company Cpas
Dartiguenave Consulting Corp
“Excellent service and knowledge of insurance.”
Why these companies made our list
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