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Bright Hill Advisors
- Planning
- Questions
- Knows
“After listening and understanding my financial profile, Moshe Mindick was both knowledgeable and informative when providing me insight and recommendations for a tax strategy.”
Best Financial Advisors in Miami, FL
24 firms listed · 17 in Miami · 2 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Infinite Financial Services
- Feel
- Questions
- Results
“With the help of Adam, Sara, Sean, & Mariya, they helped keep me looped in and assured that my personal/business information was safe, and that my taxes were in good hands.”
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PCS Investments
- Patience
- Instructor
- Stock Exchange
“If you really want to learn how to Invest in the NY Stock Exchange, PCS Investments is the best option, Professor Pedro is very precise and blunt, I recommend him 100%.”
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Joorney
- Labor
- Business Plan
- Project
“Joorney was fundamental in the creation of our business plan linked to a E2 Visa, they worked closely with us every step of the way and walked us through the entire process which was quick and straightforward.”
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Tentho
“Their deep understanding of the E-commerce landscape, particularly in accounting and bookkeeping, combined with transparency and excellent communication skills, makes them an invaluable asset to our team.”
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Coral Wealth Management
- Knowledge
- Advisor
- Patient
“Besides being attentive and knowledgeable- what I like the most about him is that he reaches out and follows up multiple times to ensure we are optimizing our portfolio on a quarterly basis.”
The 24 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
Of the 24 firms we list here, 17 are in Miami itself and 7 come from towns including Miami Lakes (4, 11 mi), Miami Beach (1, 5 mi) and South Miami (1, 7 mi). The firms on this page are rated from 4.0 to 5.0 across 811 reviews; 4 have 50 or more reviews and 22 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), business services (2), estate (2) and estate planning (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 3 offer a free initial consultation and 4 list coupons or special offers. 1 has Spanish-speaking staff. 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.
Do firms listed for Miami take financial planning bookings online?
3 of the 24 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.
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Yugo Company
- Sales Contract
- House
- Team
“Well, my purchasing experience here was excellent since in just one month I fulfilled my dream of having my own house, also the excellent service from the entire team.”
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Fuster Financial Group
- Goals
- Advice
- Honest
“What further complements Pastor is his education, with an MBA in Finance and a CFP certification, I knew I was dealing with a well educated professional.”
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Premium Tax Services
- Team
“I have been doing business with Premium Tax Services for over 20 Years and their professionalism, customer service and quick response have always been paramount”
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Treecefi | Treece Financial Group
“Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand.”
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J A Rodriguez CPA
- Company
- Attention
“Despite the fact that my needs were just about clarifying certain tax-related questions, they handled it with the utmost professionalism; they were thorough and not once were they dismissive or short.”
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Strategic Investment Services
- Management
- Retirement
“His personalized approach and insightful advice have helped me navigate the complexities of investing with confidence.”
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LPL Financial - Brickell
“Additional to my personal finances, they established a retirement plan for my dental practice - all my employees love the individualized service they each receive!”
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Alber Tax Accountant
- Accounting
“The best accountant I know after 20 years here, handles the accounting and taxes of all the companies I manage for my Real Estate investor clients and mine.”
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Fontaine Retirement Group
“Plesant conversation and so far good service.”
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Rodriguez Advisors
“They help me out with my tax extension And now we finally finalized everything, They are also Great financial advisors and now helping me get organized for success !”
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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.”
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Wealth USA
- Trust
- Life Insurance
- Policy
“He has helped both my wife and I set up our life insurance policies, transfer her old 403b from teaching to something that is actually doing more for us than it ever did before and the same with my old 401k from past employers.”
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Daystar Payment Systems
“Switching to Daystar Payment Systems was one of the best decisions I made for my company.”
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MSC Legacy Corporation
“The company is very good on analyzing clients situation and offers efficient services.”
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Barnett Capital Advisors
- Market
- Retirement
- Portfolio
“I have been with Andrew Carrillo my financial advisor for a few years and he has been very helpful and patient with me, expanding my limited knowledge of this unusually unstable market.”
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Benitez & Company Cpas
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Skybound Wealth Management USA
“Very knowledgeable and a great specialist service for UK-USA advice.”
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Greg k Gonzalez
“Gonzalez not only saved me a significant amount of time and money, he also took the the time to explain and help me to understand any questions that i had for him.”
Retirement Planning and Investment Management Services in Miami, FL Cost Estimates
Minimum cost
$1238
Maximum cost
$10523
National Average
$3714
Avg Per Hour Rates
$372
$2476
$6809
Average price range is based on 283 cost profiles
Why these companies made our list
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