#1 1977 Wealth, LLC
1977 WEALTH, LLC
Based in Miami, FL
Call (561) 419-9444 · WebsiteRetirement Plan Advisors in Miami, FL
The top-ranked retirement plan advisors serving Miami, FL are 1977 Wealth, LLC, Barnett Capital Advisors LLC and Corient. We list 29 retirement plan advisors serving Miami, FL. 29 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, FL (Miami-Dade County). 29 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
#2 Barnett Capital Advisors LLC
BARNETT CAPITAL ADVISORS LLCBased in Miami, FLCall (305) 328-8538 · Website#3 Corient
CORIENT PRIVATE WEALTH LPBased in Miami, FLCall (305) 735-2020#4 Galapagos Advisory LLC
GALAPAGOS ADVISORY LLCBased in Miami, FLCall (305) 515-5878 · Website#5 Kaufman Rossin Wealth, LLC
KAUFMAN ROSSIN WEALTH, LLCBased in Miami, FLCall (305) 646-6071 · Website#6 Remotiv / Financial Soundings
REMOTIV LLCBased in Miami, FLCall (786) 697-0839 · Website#7 Rm Private Wealth Management
RM PRIVATE WEALTH MANAGEMENT INC.Based in Miami, FLCall (571) 332-7618 · Website#8 Sanctuary Advisors, LLC
SANCTUARY ADVISORS, LLCBased in Miami, FLCall (317) 975-7729#9 Sulzberger Capital Advisors, Inc.
SULZBERGER CAPITAL ADVISORS, INC.Based in Miami, FLCall (305) 573-4900 · Website#10 Ucap Americas
UCAP ASSET MANAGEMENT LLCBased in Miami, FLCall (646) 809-3600 · Website
19 more providers serving this area
- Azzendo Wealth Advisors, Coral Gables, FL (3 mi)
- Bayshore Wealth Advisors, Coral Gables, FL (3 mi)
- Entelevest, LLC, Coral Gables, FL (3 mi)
- Angelus Investment Consulting, Inc., Coral Gables, FL (4 mi)
- Cantata Wealth Management, LLC, Coral Gables, FL (4 mi)
- Evensky & Katz/foldes Wealth Management, Coral Gables, FL (4 mi)
- Portfolio Resources Advisor Group, Inc., Coral Gables, FL (4 mi)
- Atlantic Family Wealth, LLC, Coral Gables, FL (7 mi)
- Daybright Advisory Services, Inc., Kendall, FL (9 mi)
- Ingham Retirement Group, Kendall, FL (9 mi)
- Coral Wealth Management, LLC, Aventura, FL (14 mi)
- Common Cents Wealth Management, LLC, Pembroke Pines, FL (18 mi)
- Fiori Financial Group, Fort Lauderdale, FL (23 mi)
- Horowitz & Company, Inc., Fort Lauderdale, FL (24 mi)
- Provenance Wealth Advisors, Fort Lauderdale, FL (24 mi)
- Palisades Hudson Asset Management, L.P., Fort Lauderdale, FL (24 mi)
- Fr Financial Advisors LLC, Coral Springs, FL (36 mi)
- Cic, LLC, Marco Island, FL (95 mi)
- Anchor & Oak Wealth Advisors, LLC, Marco Island, FL (95 mi)
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Frequently asked questions
How many retirement plan advisors serve Miami?
We list 29 retirement plan advisors serving Miami, FL: 10 based there and 19 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?
The top-ranked retirement plan advisors serving Miami, FL are 1977 Wealth, LLC, Barnett Capital Advisors LLC, Corient, Galapagos Advisory LLC and Kaufman Rossin Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Miami are verified against official records?
10 of the top 10 match an active official record: 1977 Wealth, LLC (U.S. Securities and Exchange Commission), Barnett Capital Advisors LLC (U.S. Securities and Exchange Commission), Corient (U.S. Securities and Exchange Commission), Galapagos Advisory LLC (U.S. Securities and Exchange Commission) and Kaufman Rossin Wealth, 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 .