#1 Daybright Advisory Services, Inc.
DAYBRIGHT ADVISORY SERVICES, INC.
Based in Kendall, FL
Call (305) 671-2200 · WebsiteRetirement Plan Advisors in Kendall, FL
The top-ranked retirement plan advisors serving Kendall, FL are Daybright Advisory Services, Inc., Ingham Retirement Group and Atlantic Family Wealth, LLC. We list 36 retirement plan advisors serving Kendall, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Kendall, FL (Miami-Dade County). 36 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Kendall
#2 Ingham Retirement Group
INGHAM RUSSELL INVESTMENT ADVISORS INCBased in Kendall, FLCall (305) 671-2200 · Website#3 Atlantic Family Wealth, LLC
ATLANTIC FAMILY WEALTH, LLCServes this area from Coral Gables, FL (5 mi)Call (305) 222-0977 · Website#4 Evensky & Katz/foldes Wealth Management
EVENSKY & KATZ, LLCServes this area from Coral Gables, FL (8 mi)Call (305) 448-8882 · Website#5 Portfolio Resources Advisor Group, Inc.
PORTFOLIO RESOURCES ADVISOR GROUP, INC.Serves this area from Coral Gables, FL (8 mi)Call (305) 372-0299 · Website#6 Cantata Wealth Management, LLC
CANTATA WEALTH MANAGEMENT, LLCServes this area from Coral Gables, FL (8 mi)Call (844) 226-8282 · Website#7 Remotiv / Financial Soundings
REMOTIV LLCServes this area from Miami, FL (8 mi)Call (786) 697-0839 · Website#8 Kaufman Rossin Wealth, LLC
KAUFMAN ROSSIN WEALTH, LLCServes this area from Miami, FL (8 mi)Call (305) 646-6071 · Website#9 Angelus Investment Consulting, Inc.
ANGELUS INVESTMENT CONSULTING, INC.Serves this area from Coral Gables, FL (8 mi)Call (305) 928-1551 · Website#10 Bayshore Wealth Advisors
BAYSHORE ASSET MANAGEMENT, LLCServes this area from Coral Gables, FL (8 mi)Call (786) 888-9400 · Website
20 more providers serving this area
- Entelevest, LLC, Coral Gables, FL (8 mi)
- Azzendo Wealth Advisors, Coral Gables, FL (9 mi)
- Sanctuary Advisors, LLC, Miami, FL (12 mi)
- Ucap Americas, Miami, FL (12 mi)
- Corient, Miami, FL (12 mi)
- Rm Private Wealth Management, Miami, FL (12 mi)
- Barnett Capital Advisors LLC, Miami, FL (12 mi)
- Galapagos Advisory LLC, Miami, FL (13 mi)
- 1977 Wealth, LLC, Miami, FL (14 mi)
- Sulzberger Capital Advisors, Inc., Miami, FL (15 mi)
- Common Cents Wealth Management, LLC, Pembroke Pines, FL (23 mi)
- Coral Wealth Management, LLC, Aventura, FL (24 mi)
- Fiori Financial Group, Fort Lauderdale, FL (32 mi)
- Horowitz & Company, Inc., Fort Lauderdale, FL (33 mi)
- Palisades Hudson Asset Management, L.P., Fort Lauderdale, FL (34 mi)
- Provenance Wealth Advisors, Fort Lauderdale, FL (34 mi)
- Fr Financial Advisors LLC, Coral Springs, FL (44 mi)
- Anchor & Oak Wealth Advisors, LLC, Marco Island, FL (88 mi)
- Cic, LLC, Marco Island, FL (88 mi)
- Cwa Asset Management Group, Pelican Marsh, FL (97 mi)
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Frequently asked questions
How many retirement plan advisors serve Kendall?
We list 36 retirement plan advisors serving Kendall, FL: 2 based there and 34 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Kendall?
The top-ranked retirement plan advisors serving Kendall, FL are Daybright Advisory Services, Inc., Ingham Retirement Group, Atlantic Family Wealth, LLC, Evensky & Katz/foldes Wealth Management and Portfolio Resources Advisor Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Kendall are verified against official records?
10 of the top 10 match an active official record: Daybright Advisory Services, Inc. (U.S. Securities and Exchange Commission), Ingham Retirement Group (U.S. Securities and Exchange Commission), Atlantic Family Wealth, LLC (U.S. Securities and Exchange Commission), Evensky & Katz/foldes Wealth Management (U.S. Securities and Exchange Commission) and Portfolio Resources Advisor Group, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .