Infinite Financial Services
“I am very new in doing my taxes since I always had help and now this year doing them alone it really help to have the right team to guide me through everything and help me understand.”
Best Financial Advisors in Miami, FL
17 firms listed · all 17 in Miami · 16 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Coral Wealth Management
“You can tell they genuinely care about building long-term relationships and helping people make smart decisions with their money.”
Tentho
“I rely on its experienced specialists who understand my business, work closely with my staff without being intrusive or burdensome, and provide accurate, timely, and responsive information, reports, and filings.”
J A Rodriguez CPA
“They took the time to understand my financial needs, provided clear and insightful advice, and made the entire process seamless.”
Premium Tax Services
“We have been doing our taxes with a Milton for years and super professional and on time”
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Strategic Investment Services
“He has helped me with my investments tremendously and has worked with me on my FRS retirement as well as advice on how to save and plan for the future!”
The 17 firms listed for Miami, 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, FL
All 17 firms we list here are in Miami itself. We have 94 firms in Miami on file; this page shows the highest-rated 17. The firms on this page are rated from 4.0 to 5.0 across 539 reviews; 2 have 50 or more reviews and 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are business services (2), estate (2), estate planning (2), financial planning (2) and insurance (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. 1 has Spanish-speaking staff. We have a website on file for all 17 of the firms on this page; 15 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Miami take financial planning bookings online?
3 of the 17 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Alber Tax Accountant
“Thank you for your professionalism and support with our personal and business accounting and tax services.”
Camerondowning
“They started with an in-depth discussion to understand our work and our goals, and each month they review our board meeting minutes to ensure our priorities still align to our investment strategy.”
LPL Financial - Brickell
“JP took the time to understand our goals and tailored recommendations that have significantly improved our financial outlook.”
Barnett Capital Advisors
“I made an appointment, and he spent 3 hours reviewing my portfolio, speaking with my two past employers to understand my pensions, and making recommendations for investments - considering my age, short- and long-term goals, and lifestyle.”
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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.”
Grosborogh Financial Group
“The commitment to personalized service and the depth of knowledge my husband and myself received, Michelle presented us with well-rounded and insightful guidance.”
Wealth USA
“Julian took the time to understand what our future financial needs are and Osvaldo structured our portfolio to a plan to get us where we need to be when it's time to retire.”
Rodriguez Advisors
“I wholeheartedly endorse the Rodriguez team in their work and management of my finances, both personal and business.”
Daystar Payment Systems
“Daystar Payment Systems is a trusted partner for my business.”
Benitez & Company Cpas
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MSC Legacy Corporation
“The company is very good on analyzing clients situation and offers efficient services.”
Why these companies made our list
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