#11977 Wealth, LLC
1977 WEALTH, LLC
Based in Miami, FL
Retirement Plan Advisors in Miami-Dade County, FL
The top-ranked retirement plan advisors serving Miami-Dade County, FL are 1977 Wealth, LLC, Angelus Investment Consulting, Inc. and Atlantic Family Wealth, LLC. We list 36 retirement plan advisors serving Miami-Dade County, 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 Miami-Dade County, FL. 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 Miami-Dade County
#2Angelus Investment Consulting, Inc.
ANGELUS INVESTMENT CONSULTING, INC.Based in Coral Gables, FL#3Atlantic Family Wealth, LLC
ATLANTIC FAMILY WEALTH, LLCBased in Coral Gables, FL#4Azzendo Wealth Advisors
CATHY PARETO AND ASSOCIATES, INC.Based in Coral Gables, FL#5Barnett Capital Advisors LLC
BARNETT CAPITAL ADVISORS LLCBased in Miami, FL#6Bayshore Wealth Advisors
BAYSHORE ASSET MANAGEMENT, LLCBased in Coral Gables, FL#7Cantata Wealth Management, LLC
CANTATA WEALTH MANAGEMENT, LLCBased in Coral Gables, FL#8Coral Wealth Management, LLC
CORAL WEALTH MANAGEMENT, LLCBased in Aventura, FL#9Corient
CORIENT PRIVATE WEALTH LPBased in Miami, FL#10Daybright Advisory Services, Inc.
DAYBRIGHT ADVISORY SERVICES, INC.Based in Kendall, FL
20 more providers serving this area
- Entelevest, LLC, Coral Gables, FL
- Evensky & Katz/foldes Wealth Management, Coral Gables, FL
- Galapagos Advisory LLC, Miami, FL
- Ingham Retirement Group, Kendall, FL
- Kaufman Rossin Wealth, LLC, Miami, FL
- Portfolio Resources Advisor Group, Inc., Coral Gables, FL
- Remotiv / Financial Soundings, Miami, FL
- Rm Private Wealth Management, Miami, FL
- Sanctuary Advisors, LLC, Miami, FL
- Sulzberger Capital Advisors, Inc., Miami, FL
- Ucap Americas, Miami, FL
- Common Cents Wealth Management, LLC, Pembroke Pines, FL (29 mi)
- Fiori Financial Group, Fort Lauderdale, FL (40 mi)
- Horowitz & Company, Inc., Fort Lauderdale, FL (41 mi)
- Palisades Hudson Asset Management, L.P., Fort Lauderdale, FL (41 mi)
- Provenance Wealth Advisors, Fort Lauderdale, FL (41 mi)
- Fr Financial Advisors LLC, Coral Springs, FL (50 mi)
- Anchor & Oak Wealth Advisors, LLC, Marco Island, FL (80 mi)
- Cic, LLC, Marco Island, FL (80 mi)
- Cwa Asset Management Group, Pelican Marsh, FL (90 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Miami-Dade County?
We list 36 retirement plan advisors serving Miami-Dade County, FL: 21 based there and 15 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 Miami-Dade County?
The top-ranked retirement plan advisors serving Miami-Dade County, FL are 1977 Wealth, LLC, Angelus Investment Consulting, Inc., Atlantic Family Wealth, LLC, Azzendo Wealth Advisors and Barnett Capital Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Miami-Dade County are verified against official records?
10 of the top 10 match an active official record: 1977 Wealth, LLC (U.S. Securities and Exchange Commission), Angelus Investment Consulting, Inc. (U.S. Securities and Exchange Commission), Atlantic Family Wealth, LLC (U.S. Securities and Exchange Commission), Azzendo Wealth Advisors (U.S. Securities and Exchange Commission) and Barnett Capital Advisors LLC (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 .
Cities in Miami-Dade County
Communities served
Hialeah Gardens, The Crossings, Coral Terrace, Sunny Isles Beach, Sweetwater, Glenvar Heights, Ojus, Pinecrest, Pinewood, Country Walk, Brownsville, Three Lakes, Opa-locka, Sunset, Key Biscayne, Gladeview, Miami Springs, Naranja, Palmetto Estates, South Miami, Florida City, Olympia Heights, Miami Shores, Goulds, Westwood Lakes, West Perrine, Westview, Richmond Heights, North Bay Village, West Miami, Bay Harbor Islands, Surfside, Palm Springs North, Biscayne Park, Bal Harbour, Virginia Gardens, El Portal, Medley, Golden Beach, Fisher Island, Indian Creek, Biscayne Gardens