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Selecting a financial advisor is a personal decision that depends on your unique financial goals and circumstances. In Miami, a variety of financial professionals offer services ranging from retirement and investment planning to estate strategies and risk management. With such diversity in expertise and approach, the city provides options suited to a wide array of financial planning needs.
The list below includes financial advisors located in Miami. It is designed to help you explore local professionals as you consider who might be the right fit for your financial planning journey.
1. JLM ADVISORS LLC
JLM Advisors LLC is a trusted financial advisory and consulting firm based in Miami, Florida, dedicated to providing top-tier financial solutions for individuals, businesses, and entrepreneurs. Located at 14640 SW 15th St, Miami, FL 33178, the firm offers a comprehensive range of services, including tax planning and preparation, accounting, bookkeeping, and business consulting. With a commitment to excellence and a client-centric approach, JLM Advisors LLC ensures that each client receives personalized guidance tailored to their unique financial needs. Their team of experienced professionals is passionate about helping clients navigate complex financial matters with confidence and clarity. Whether you are an individual looking for strategic tax planning or a business seeking expert financial management, JLM Advisors LLC is equipped to deliver reliable, high-quality solutions. To learn more about their services or to schedule a consultation, visit jlmadvisors.com or contact their office in Miami, Florida.
Phone: 1-305-888-1985
Email: jorge@jlmadvisors.com
Address: 14640 SW 15th St, Miami, FL 33178
Website: http://www.jlmadvisors.com/
2. BluePalm Advisors LLC
BluePalm Advisors LLC is a premier financial consulting firm based in Miami, Florida, dedicated to providing strategic advisory services to businesses and investors. Located at 3250 NE 1st Ave, Unit 305, Miami, FL 33137, the firm specializes in financial planning, investment strategy, and business consulting, helping clients navigate complex financial landscapes with confidence. With a team of experienced professionals, BluePalm Advisors LLC is committed to delivering tailored solutions that drive growth, mitigate risk, and optimize financial performance. Their expertise spans various industries, ensuring clients receive customized guidance suited to their unique needs. BluePalm Advisors LLC has built a strong reputation for excellence, client-centric service, and innovative financial solutions. For more information or to schedule a consultation, visit bluepalmadvisors.com or call their Miami office.
Phone: 1-305-677-3408
Email: info@bluepalmadvisors.com
Address: 3250 NE 1st Ave Unit 305, Miami, FL 33137
Website: http://www.bluepalmadvisors.com/
3. Atlas Financial Group
Atlas Financial Group is a premier financial services firm based in Miami, Florida, dedicated to helping individuals, families, and businesses achieve their financial goals. Located at 3050 Biscayne Blvd, Miami, FL 33137, the firm offers a wide range of services, including wealth management, retirement planning, tax strategies, and investment advisory. With a client-centric approach, Atlas Financial Group is committed to providing personalized solutions that align with each client’s unique financial aspirations.
Backed by a team of experienced professionals, the firm prides itself on its integrity, transparency, and expertise in navigating the complexities of the financial landscape. Whether you’re planning for retirement, seeking investment opportunities, or looking for comprehensive tax planning strategies, Atlas Financial Group offers tailored services designed to optimize financial success.
Known for its dedication to excellence, the firm has built a strong reputation for providing strategic guidance that empowers clients to make informed financial decisions. To learn more about their services or to schedule a consultation, visit theatlasfinancialgroup.com.
Phone: 1-786-233-6233
Email: sonia@theatlasfinancialgroup.com
Address: 3050 Biscayne Blvd, Miami, FL 33137
Website: https://www.theatlasfinancialgroup.com/
4. International Planning Group
International Planning Group (IPG) is a premier global advisory firm specializing in sophisticated wealth planning solutions for high-net-worth individuals, families, and businesses. With a strong presence in Miami, Florida, IPG has built a reputation for providing tailored financial strategies that help clients preserve, grow, and transfer wealth across generations. Located at 6161 Blue Lagoon Dr #310, Miami, FL 33126, the firm offers a comprehensive suite of services, including estate planning, asset protection, tax-efficient investment strategies, and business succession planning.
With decades of experience and a client-centric approach, International Planning Group collaborates with financial institutions, legal professionals, and tax advisors to develop customized solutions that align with clients’ long-term financial goals. Their team of seasoned professionals is dedicated to delivering innovative and effective planning strategies that navigate the complexities of global wealth management.
Headquartered in Miami, IPG operates internationally, serving affluent clients in multiple jurisdictions. Their commitment to excellence and deep expertise in cross-border wealth structuring have earned them the trust of individuals and families worldwide. For more information about their services or to schedule a consultation, visit ipgltd.com or contact their Miami office.
Phone: 1-305-261-3081
Email: slamb@ipgltd.com
Address: 6161 Blue Lagoon Dr #310, Miami, FL 33126
Website: http://www.ipgltd.com/
5. Ladenburg Thalmann
Ladenburg Thalmann is a Miami-based financial services firm offering a wide range of investment banking, wealth management, and capital markets solutions. Located at 4400 Biscayne Blvd Ste 12, Miami, FL 33137, the firm has a strong reputation for providing personalized financial strategies to individuals, businesses, and institutions. With a history rooted in expertise and innovation, Ladenburg Thalmann focuses on delivering client-centric solutions, leveraging deep market insights and a comprehensive approach to financial planning and asset management.
Phone: 1-305-572-4100
Email: abreslin@ladenburg.com
Address: 4400 Biscayne Blvd Ste 12, Miami, FL 33137
Website: http://www.ladenburg.com/
6. Financial Northeastern Corporation
Financial Northeastern Companies (FNC) is a trusted provider of institutional investment solutions, specializing in certificates of deposit, government-backed securities, and liquidity management services. While primarily serving institutions, FNC’s longstanding reputation for reliability, transparency, and tailored service also supports organizations and financial professionals in Arlington and beyond. With decades of experience, FNC delivers financial strength through strategic, low-risk solutions.
Phone: 1-305-358-6676
Email: funding@financialnortheastern.com
Address: 1401 Brickell Ave Ste 460, Miami, FL 33131
Website: http://www.financialnortheastern.com/
7. ACP Securities LLC
ACP Group provides comprehensive financial services with a mission to help clients build, manage, and protect their wealth through every stage of life. Offering solutions in retirement planning, investment management, insurance, and business financial services, ACP serves individuals, families, and entrepreneurs in Arlington and beyond. With a client-first philosophy and a team-oriented approach, ACP delivers personalized strategies backed by years of experience and a strong commitment to long-term success.
Phone: 1-305-670-4180
Email: psiveroni@acp-group.com
Address: 444 Brickell Ave, Miami, FL 33131
Website: https://www.acp-group.com/
8. Invex
INVEX Wealth Management offers a modern, forward-thinking approach to financial planning and investment strategy. With services that include portfolio management, retirement planning, risk analysis, and financial consulting, INVEX is focused on delivering smart, customized solutions to individuals, families, and business owners. Serving the Arlington area and beyond, their mission is to empower clients through strategic advice, transparent communication, and innovative financial tools.
Phone: 1-786-425-1717
Email: advisory@invex.us
Address: 2 Alhambra Plz, Miami, FL 33134
Website: http://www.invex.us
9. Emergent Global Investments
Emergent Global Investments, based in Coral Gables, Florida, is a boutique wealth management and investment advisory firm dedicated to helping clients achieve their unique financial goals. The firm offers a comprehensive suite of services, including individualized investment strategies, wealth management, financial planning, and retirement solutions such as 401(k), IRA, and Roth IRA accounts. By leveraging financial technology resources, Emergent Global Investments manages risk and keeps clients informed and on track with their future objectives. The firm’s commitment to professionalism, transparency, and acting as a fiduciary ensures that the best interests of clients remain the cornerstone of their investment practice.
Phone: +1 386-251-2900
Email: info@emergentgi.com
Address: 2525 Ponce de Leon Blvd, Suite 300, Coral Gables, FL 33134
Website: http://www.emergentgi.com
10. Allyn Roque, Esq.
Aroque Law, located in Miami, Florida, is a legal firm dedicated to providing comprehensive legal services to its clients. The firm offers a range of legal solutions tailored to meet the unique needs of individuals and businesses. With a commitment to professionalism and client advocacy, Aroque Law strives to deliver effective legal representation and counsel.
Phone: +1 305-670-3113
Email: aroquelaw@gmail.com
Address: 9130 S Dadeland Blvd #1B, Miami, FL 33156
Website: http://www.aroquelaw.com/
Making an Informed Financial Decision in Miami
Deciding on a financial advisor involves more than just credentials—it’s about finding someone whose approach aligns with your values, priorities, and long-term vision. Whether you’re seeking help with managing wealth, planning for retirement, or building a legacy, Miami’s financial professionals offer a range of services to consider.
Take the time to evaluate each option carefully. Ask questions, compare services, and select the advisor who best understands your goals. A well-chosen advisor can be a valuable resource—but the final decision rests on what works best for your individual needs.
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