For investment firms and asset managers selling into the wealth channel, Miami is not a secondary market. It is a primary target. The metro is home to more than 4,000 financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota tracks financial advisors across Miami and every major metro in the country, with 9,000+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Miami area.
Top 10 Financial Advisors in Miami
1. Carlin Wealth Management at Morgan Stanley
Managing approximately $5.8 billion out of Coral Gables, Carlin Wealth Management is a Morgan Stanley team that has been a fixture of the Miami wealth landscape since 1974. The team builds strategic asset allocations optimized for risk and tax efficiency, layering tactical adjustments on top, and partners with clients' tax and legal advisors on integrated trust and estate planning.
2. The Elwaw/Cavalieri Group MS Team
Managing $3.2 billion for affluent individuals, families, and family offices across the Americas, The Elwaw/Cavalieri Group is a Morgan Stanley team based in downtown Miami that specializes in wealth planning for clients with multinational lifestyles. The team runs two proprietary investment strategies — a U.S. Multi-Cap and a Global Equity portfolio — both built around tax efficiency and long-term principles, and offers a full slate of estate planning, sustainable investing, and philanthropic services.
3. Bermont Gold Wealth Advisory Raymond James Team
Managing $2.7 billion out of Coral Gables, Bermont Gold Wealth Advisory is a Raymond James team delivering comprehensive financial services to clients across the Miami metro. The team operates with a client-first philosophy grounded in conservatism, independence, and integrity, leveraging Raymond James' full advisory platform.
4. Constellation Wealth Management UBS Team
Managing $3.3 billion out of Aventura, Constellation Wealth Management is a UBS Private Wealth Management team led by Managing Directors Hank Boyce and Nick Sadowsky, serving high-net-worth clients across the Miami metro. The team delivers personalized financial planning and investment strategies backed by the full breadth of UBS's private wealth platform.
5. Ureña Wealth Management Group Snowden Lane Team
Managing approximately $360 million out of Coral Gables, Ureña Wealth Management Group is a Snowden Lane team that transitioned from Wells Fargo to deliver tailored advisory services on an independent platform. The move positioned the team to serve the diverse needs of its Miami-area clientele with greater flexibility and a broader range of solutions.
Want to see every financial advisor in Miami? Dakota Marketplace gives you instant access to 4,000+ Miami-area advisors with verified contact details, AUM data, and investment preference indicators.
6. Fernandez Cabrera Group J.P. Morgan Team
Managing $700 million out of Brickell Avenue, Fernandez Cabrera Group is a J.P. Morgan team in Miami led by advisors with prior experience at UBS. The team delivers wealth management services backed by J.P. Morgan's institutional resources and global advisory platform.
7. Stonebrook Wealth Partners LPL Team
Managing $200 million out of Fort Lauderdale, Stonebrook Wealth Partners is an LPL-affiliated team founded in 2019 by JP Morgan veteran Joe Mazzucco and formed through the merger of Blanco and Stonebrook Wealth Management. The combined firm brings deep institutional experience to the Miami metro market with an independent, client-focused approach.
8. Chiavacci Beckerman Group ML PBIG Team
Managing $2.99 billion out of Coral Gables, Chiavacci Beckerman Group is a Merrill Private Banking and Investment Group (PBIG) team serving clients of substantial means across the Miami metro. The team operates within Merrill's most exclusive advisory tier, focused on both immediate planning needs and multi-generational wealth strategies.
9. Ernst Rosa Wealth Management Group Janney Montgomery Scott Team
Managing $100 million out of Miami, Ernst Rosa Wealth Management Group is a Janney Montgomery Scott team delivering comprehensive financial planning across every life stage — from early career through retirement and legacy planning. The team pairs deep industry expertise with Janney's full advisory resources to deliver customized wealth strategies.
10. The Ruccio Group RBC Team
Managing $1.37 billion out of Brickell Avenue, The Ruccio Group is an RBC Wealth Management Private Wealth team serving real estate investors, private equity partners, CEOs, and surgeons across the Miami metro. The team specializes in custom lending, asset preservation, and alternative investments — including private equity and hedge funds — designed to deliver diversification and enhanced returns for high-net-worth portfolios.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Miami and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in Miami and across the country, book a demo here!
